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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
WP
3101
Wealthspan Partners
Iowa
$698K
FMB
3102
Field & Main Bank
Kentucky
$695K -$15.6K -23 -2%
MIM
3103
Marco Investment Management
Georgia
$695K
EBSAM
3104
Eubel Brady & Suttman Asset Management
Ohio
$694K +$221K +326 +47%
CPWM
3105
Cypress Point Wealth Management
Texas
$694K
AA
3106
Apriem Advisors
California
$694K -$193K -284 -22%
TC
3107
Tannin Capital
North Carolina
$690K +$684K +1,008 New
VDBMI
3108
Van Den Berg Management I
Texas
$690K +$684K +1,008 New
OPW
3109
Osprey Private Wealth
New York
$689K
HWMT
3110
Heritage Wealth Management (Texas)
Texas
$689K -$54.3K -80 -7%
CNBT
3111
Cornerstone National Bank & Trust
Illinois
$688K +$101K +148 +17%
SWM
3112
Seaside Wealth Management
California
$688K +$679 +1 +0.1%
KCFA
3113
Key Client Fiduciary Advisors
New Jersey
$687K -$2.04K -3 -0.3%
CG
3114
CFO4Life Group
Texas
$686K -$500K -736 -42%
SL
3115
StoryOne LLC
Kansas
$683K
UBV
3116
United Bank (Virginia)
Virginia
$682K
SIG
3117
Spinnaker Investment Group
California
$682K +$39.4K +58 +6%
PPH
3118
Pure Portfolios Holdings
Oregon
$681K -$25.1K -37 -4%
AWM
3119
Aries Wealth Management
Maine
$679K +$33.3K +49 +5%
MGWA
3120
Monument Group Wealth Advisors
Massachusetts
$679K +$2.72K +4 +0.4%
RCM
3121
Richardson Capital Management
Wisconsin
$678K -$33.3K -49 -5%
SF
3122
Slagle Financial
Illinois
$674K +$1.36K +2 +0.2%
PFG
3123
Premier Financial Group
California
$672K +$91.7K +135 +16%
BC
3124
Barnett & Company
Tennessee
$672K +$369K +543 +124%
HA
3125
Hofer & Associates
California
$671K +$679 +1 +0.1%