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iShares Core S&P 500 ETF

3,995 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, 1,376 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

23% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,376

12% more capital invested

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

9% more funds holding in top 10

Funds holding in top 10: 1,1711,275 (+104)

9% more funds holding

Funds holding: 3,6713,995 (+324)

0.54% less ownership

Funds ownership: 79.5%78.97% (-0.54%)

15% less call options, than puts

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

Holders
3,995
Holders Change
+324
Holders Change %
+8.83%
% of All Funds
48.61%
Holding in Top 10
1,275
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+8.88%
% of All Funds
15.51%
New
465
Increased
1,687
Reduced
1,376
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
CFG
3126
Clayton Financial Group
Missouri
$670K +$274K +404 +70%
USWIA
3127
UP Strategic Wealth Investment Advisors
Pennsylvania
$669K
CCP
3128
Carmel Capital Partners
California
$667K +$417K +614 +171%
VAM
3129
Virtue Asset Management
Illinois
$666K
LAMNM
3130
Longview Asset Management (New Mexico)
New Mexico
$665K -$2.72K -4 -0.4%
APWA
3131
Atlas Private Wealth Advisors
New Jersey
$663K -$97.1K -143 -13%
JWM
3132
JPL Wealth Management
Colorado
$660K +$249K +366 +61%
TSWM
3133
Triangle Securities Wealth Management
North Carolina
$659K -$128K -188 -16%
CPC
3134
Consolidated Planning Corp
Georgia
$659K -$11.5K -17 -2%
5NPW
3135
55 North Private Wealth
Florida
$658K +$652K +960 New
FNT
3136
First Nebraska Trust
Nebraska
$658K -$8.83K -13 -1%
SCM
3137
Sollinda Capital Management
Florida
$656K -$77.4K -114 -11%
SP
3138
Stonebrook Private
Michigan
$656K -$32.6K -48 -5%
MSWM
3139
Mowery & Schoenfeld Wealth Management
Illinois
$653K +$21.7K +32 +3%
RGF
3140
Retirement Guys Formula
Ohio
$653K
FFA
3141
Frazier Financial Advisors
Ohio
$653K
EI
3142
Ethic Inc
New York
$653K -$689K -1,014 -52%
BI
3143
Breachway Investments
Rhode Island
$653K +$647K +953 New
TWM
3144
Timmons Wealth Management
Massachusetts
$649K +$644K +948 New
RFN
3145
RDA Financial Network
Iowa
$649K -$580K -854 -47%
FPF
3146
First Pacific Financial
Washington
$649K +$156K +230 +32%
CA
3147
Cambridge Advisors
Nebraska
$649K
SFGM
3148
Stonebridge Financial Group (Missouri)
Missouri
$648K +$642K +946 New
NG
3149
Northstar Group
New York
$647K +$407K +600 +174%
WFA
3150
Wells Financial Advisors
Massachusetts
$647K -$128K -189 -17%