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iShares Core S&P 500 ETF

3,996 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, 1,376 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: 1,376

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: 3,6713,996 (+325)

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
3,996
Holders Change
+325
Holders Change %
+8.85%
% 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
466
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
DFA
3151
Delta Financial Advisors
Louisiana
$646K +$170K +250 +36%
GC
3152
Garde Capital
Washington
$645K -$504K -742 -44%
HIM
3153
Harbour Investment Management
Washington
$645K -$21.7K -32 -3%
KCM
3154
KM Capital Management
Texas
$643K +$106K +156 +20%
DF
3155
DecisionPoint Financial
Arizona
$642K +$314K +462 +97%
CP
3156
Covenant Partners
Tennessee
$641K +$67.2K +99 +12%
BWM
3157
BCO Wealth Management
New Mexico
$640K -$13.6K -20 -2%
USB
3158
Union Savings Bank
Connecticut
$638K +$632K +931 New
BW
3159
Bravera Wealth
North Dakota
$637K +$632K +930 New
WIM
3160
Westside Investment Management
California
$636K +$53.6K +79 +9%
GSF
3161
Grove Street Fiduciary
New Hampshire
$636K +$65.9K +97 +12%
BFS
3162
Beacon Financial Strategies
North Carolina
$633K
DWA
3163
Dougherty Wealth Advisers
Minnesota
$632K +$549K +809 +716%
TA
3164
Tactive Advisors
Florida
$628K -$245K -361 -28%
PMG
3165
Private Management Group
California
$628K +$679 +1 +0.1%
AGA
3166
Arkos Global Advisors
Texas
$628K +$25.8K +38 +4%
OPF
3167
Old Peak Finance
North Carolina
$628K +$623K +917 New
T
3168
Tidemark
California
$628K -$7.47K -11 -1%
AZ
3169
Alpha Zero
Florida
$627K +$33.3K +49 +6%
CCA
3170
Cravens & Co Advisors
Tennessee
$627K
LFA
3171
Level Financial Advisors
New York
$627K +$13.6K +20 +2%
VPWA
3172
Vestia Personal Wealth Advisors
Indiana
$627K +$10.9K +16 +2%
MPCG
3173
Matrix Private Capital Group
New York
$626K
EAM
3174
Everstar Asset Management
North Carolina
$626K -$51.6K -76 -8%
DB
3175
Dravo Bay
Delaware
$625K +$162K +239 +35%