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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 466 funds opening new positions, 1,687 increasing their positions, 1,377 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

628% more first-time investments, than exits

New positions opened: 466 | Existing positions closed: 64

23% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,377

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: 3,6723,997 (+325)

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
+325
Holders Change %
+8.85%
% 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
466
Increased
1,687
Reduced
1,377
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
SHA
3076
Seneca House Advisors
Virginia
$723K -$62.5K -92 -8%
TAM
3077
Townsend Asset Management
North Carolina
$722K +$6.79K +10 +1%
ORC
3078
O'Rourke & Company
Massachusetts
$720K +$679 +1 +0.1%
MWM
3079
Mascagni Wealth Management
Mississippi
$720K +$80.1K +118 +13%
HC
3080
Hurley Capital
New York
$718K +$59.1K +87 +9%
WSWA
3081
Warren Street Wealth Advisors
California
$716K -$2.12M -3,123 -75%
QFA
3082
Quattro Financial Advisors
Texas
$716K
RWS
3083
Resolute Wealth Strategies
Mississippi
$716K +$27.8K +41 +4%
PWS
3084
Pursuit Wealth Strategies
North Carolina
$712K +$706K +1,039 New
HCM
3085
HMS Capital Management
Tennessee
$709K
JSC
3086
Jackson Square Capital
California
$708K +$42.1K +62 +6%
SCC
3087
Seal Cove Capital
California
$708K +$701K +1,033 New
HAIM
3088
Hunter Associates Investment Management
Pennsylvania
$707K -$2.72K -4 -0.4%
SFS
3089
Stiles Financial Services
Minnesota
$707K +$5.43K +8 +0.8%
AIS
3090
American Investment Services
Massachusetts
$706K
VV
3091
Verity & Verity
South Carolina
$705K -$6.79K -10 -1%
KWM
3092
Koa Wealth Management
California
$705K +$699K +1,030 New
WS
3093
Wilian Securities
Minnesota
$705K +$699K +1,029 New
KFG
3094
Kelly Financial Group
Connecticut
$704K -$138K -203 -16%
SI
3095
Stonekeep Investments
New Mexico
$702K +$14.9K +22 +2%
PW
3096
Paladin Wealth
Minnesota
$701K +$20.4K +30 +3%
HCM
3097
Hillman Capital Management
Maryland
$700K -$173K -255 -20%
CFCI
3098
Comprehensive Financial Consultants Institutional
Indiana
$699K -$697K -1,027 -50%
PCM
3099
Passive Capital Management
Maryland
$699K
LK
3100
Lumbard & Kellner
New Hampshire
$699K +$34K +50 +5%