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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
PWS
3051
Proactive Wealth Strategies
Georgia
$750K +$4.75K +7 +0.6%
AIMA
3052
Ables Iannone Moore & Associates
Georgia
$749K +$25.1K +37 +4%
BGC
3053
Beutel, Goodman & Co
Ontario, Canada
$749K
AWM
3054
Austin Wealth Management
Texas
$748K +$66.5K +98 +10%
CFM
3055
Cornerstone Financial Management
Massachusetts
$745K +$739K +1,088 New
MFG
3056
Monte Financial Group
Connecticut
$743K +$125K +184 +20%
PMSA
3057
Patrick M. Sweeney & Associates
Illinois
$743K +$489K +720 +197%
MAFA
3058
MJT & Associates Financial Advisory
Minnesota
$743K -$14.9K -22 -2%
GLR
3059
Great Lakes Retirement
Ohio
$742K -$7.47K -11 -1%
RI
3060
Ruggiero Investments
Florida
$742K +$735K +1,083 New
MAM
3061
Milestone Asset Management
Pennsylvania
$739K -$27.8K -41 -4%
HHRDM
3062
H&H Retirement Design & Management
Nevada
$739K +$2.72K +4 +0.4%
BC
3063
Bowman & Company
Wisconsin
$736K +$59.8K +88 +9%
AS
3064
Akuna Securities
Illinois
$736K +$729K +1,074 New
NFC
3065
Northstar Financial Companies
Pennsylvania
$736K +$729K +1,074 New
WA
3066
Walsh & Associates
Florida
$735K +$729K +1,074 New
MCA
3067
Midwest Capital Advisors
Michigan
$735K +$2.72K +4 +0.4%
PC
3068
Payne Capital
Oregon
$734K
LRPA
3069
L. Roy Papp & Associates
Arizona
$732K -$230K -338 -24%
FI
3070
FWG Investments
Kentucky
$729K +$3.4K +5 +0.5%
GF
3071
GGM Financials
Ohio
$728K -$34K -50 -4%
GSC
3072
G&S Capital
Colorado
$728K +$132K +194 +22%
RC
3073
Resolute Capital
South Carolina
$726K +$720K +1,060 New
SHWA
3074
Safe Harbor Wealth Advisors
Ohio
$725K +$720K +1,060 New
TC
3075
TownSquare Capital
Utah
$725K -$1.97M -2,896 -73%