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iShares Core S&P 500 ETF

3,997 hedge funds and large institutions have $587B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 465 funds opening new positions, 1,687 increasing their positions, 1,378 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more first-time investments, than exits

New positions opened: 465 | Existing positions closed: 64

22% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,378

12% more capital invested

Capital invested by funds: $526B → $587B (+$61.6B)

9% more funds holding in top 10

Funds holding in top 10: 1,1721,276 (+104)

9% more funds holding

Funds holding: 3,6733,997 (+324)

0.54% less ownership

Funds ownership: 79.51%78.97% (-0.54%)

15% less call options, than puts

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

Holders
3,997
Holders Change
+324
Holders Change %
+8.82%
% of All Funds
48.62%
Holding in Top 10
1,276
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+8.87%
% of All Funds
15.52%
New
465
Increased
1,687
Reduced
1,378
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
ST
3026
Somerset Trust
Pennsylvania
$782K
RCM
3027
Radnor Capital Management
Pennsylvania
$780K
SC
3028
Slow Capital
California
$780K -$11.5K -17 -1%
PIP
3029
Peachtree Investment Partners
Florida
$779K -$338K -498 -30%
TWD
3030
True Wealth Design
Ohio
$777K +$20.4K +30 +3%
PS
3031
Pinney & Scofield
Massachusetts
$777K
FVWA
3032
Foster Victor Wealth Advisors
South Carolina
$776K +$38.7K +57 +5%
CA
3033
Centennial Advisors
Texas
$774K +$767K +1,130 New
BW
3034
Balance Wealth
Ohio
$774K +$74.7K +110 +11%
SIAP
3035
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$773K +$421K +620 +122%
BZWA
3036
Blue Zone Wealth Advisors
California
$773K +$365K +538 +91%
AAA
3037
Andrews Advisory Associates
Hawaii
$773K +$766K +1,128 New
FRA
3038
Front Row Advisors
California
$766K -$32.6K -48 -4%
GC
3039
Glenorchy Capital
Australia
$766K
SNBOSD
3040
Security National Bank of So Dak
Iowa
$761K
TWM
3041
Triton Wealth Management
Arizona
$758K
CTFG
3042
Capstone Triton Financial Group
Oklahoma
$757K -$24.4K -36 -3%
EB
3043
Exchange Bank
California
$756K +$17K +25 +2%
SPIO
3044
Seven Post Investment Office
California
$753K -$1.87M -2,760 -72%
PCMM
3045
Piedmont Capital Management (Montana)
Montana
$753K +$102K +150 +16%
WG
3046
Warner Group
Connecticut
$753K +$471K +694 +171%
TVPW
3047
Third View Private Wealth
Connecticut
$753K +$746K +1,099 New
FFWM
3048
Future Financial Wealth Management
Ohio
$753K -$679 -1 -0.1%
CIC
3049
Chilton Investment Company
Connecticut
$752K +$190K +280 +34%
FWA
3050
FSC Wealth Advisors
New York
$752K -$1.48M -2,183 -67%