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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
DWM
3201
Denver Wealth Management
Colorado
$600K +$4.07K +6 +0.7%
HVIA
3202
Hudson Valley Investment Advisors
New York
$599K +$67.9K +100 +13%
PFS
3203
Prospect Financial Services
New York
$598K -$48.9K -72 -8%
EGA
3204
Eagle Global Advisors
Texas
$598K +$33.3K +49 +6%
CIA
3205
CCM Investment Advisers
South Carolina
$598K +$84.9K +125 +17%
CP
3206
Castleview Partners
Texas
$596K +$6.11K +9 +1%
CP
3207
Cornerstone Planning
North Carolina
$595K +$590K +869 New
WWM
3208
Walser Wealth Management
Florida
$592K +$587K +865 New
DCM
3209
Davis Capital Management
Florida
$591K -$2.72K -4 -0.5%
KV
3210
Kickstand Ventures
New York
$591K -$10.9K -16 -2%
WAM
3211
WealthTrust Asset Management
Florida
$589K +$1.36K +2 +0.2%
FIM
3212
Freedom Investment Management
Connecticut
$587K -$266K -392 -31%
BWM
3213
Briggs Wealth Management
Connecticut
$587K +$582K +857 New
HCMG
3214
Howard Capital Management Group
California
$586K +$17.7K +26 +3%
SHWM
3215
Smith & Howard Wealth Management
Georgia
$586K -$50.3K -74 -8%
JAA
3216
Joel Adams & Associates
North Carolina
$585K -$34.6K -51 -6%
HIC
3217
Holderness Investments Company
North Carolina
$585K
LCM
3218
LVM Capital Management
Michigan
$584K -$42.8K -63 -7%
WWA
3219
Wealth Watch Advisors
Colorado
$584K -$21.1K -31 -4%
GSB
3220
Greenfield Savings Bank
Massachusetts
$584K
CF
3221
Collier Financial
Colorado
$582K -$4.07K -6 -0.7%
HF
3222
Holcombe Financial
Georgia
$582K +$61.1K +90 +12%
HFA
3223
Hershey Financial Advisers
Pennsylvania
$582K +$577K +850 New
NPFS
3224
Novak & Powell Financial Services
Florida
$582K -$23.8K -35 -4%
MP
3225
McDonald Partners
Ohio
$582K