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iShares Core S&P 500 ETF

3,951 hedge funds and large institutions have $586B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 438 funds opening new positions, 1,678 increasing their positions, 1,369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

8% more funds holding

Funds holding: 3,6603,951 (+291)

0.59% less ownership

Funds ownership: 79.36%78.77% (-0.59%)

15% less call options, than puts

Call options by funds: $2.14B | Put options by funds: $2.53B

Holders
3,951
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,260
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.14B
Puts
$2.53B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PMSA
3026
Patrick M. Sweeney & Associates
Illinois
$743K
MAFA
3027
MJT & Associates Financial Advisory
Minnesota
$743K
GLR
3028
Great Lakes Retirement
Ohio
$742K
RI
3029
Ruggiero Investments
Florida
$742K
MAM
3030
Milestone Asset Management
Pennsylvania
$739K
HHRDM
3031
H&H Retirement Design & Management
Nevada
$739K
BC
3032
Bowman & Company
Wisconsin
$736K
AS
3033
Akuna Securities
Illinois
$736K
NFC
3034
Northstar Financial Companies
Pennsylvania
$736K
MWM
3035
M3 Wealth Management
Ohio
$736K
MCA
3036
Midwest Capital Advisors
Michigan
$735K
PC
3037
Payne Capital
Oregon
$734K
LRPA
3038
L. Roy Papp & Associates
Arizona
$732K
FI
3039
FWG Investments
Kentucky
$729K
GF
3040
GGM Financials
Ohio
$728K
GSC
3041
G&S Capital
Colorado
$728K
RC
3042
Resolute Capital
South Carolina
$726K
SHWA
3043
Safe Harbor Wealth Advisors
Ohio
$725K
TC
3044
TownSquare Capital
Utah
$725K
SHA
3045
Seneca House Advisors
Virginia
$723K
TAM
3046
Townsend Asset Management
North Carolina
$722K
ORC
3047
O'Rourke & Company
Massachusetts
$720K
MWM
3048
Mascagni Wealth Management
Mississippi
$720K
HC
3049
Hurley Capital
New York
$718K
WSWA
3050
Warren Street Wealth Advisors
California
$716K