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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
AIS
3226
AM Investment Strategies
Tennessee
$581K +$5.18M +7,631 +901%
NFG
3227
Northbridge Financial Group
Florida
$578K +$573K +844 New
TIM
3228
Total Investment Management
Arizona
$577K +$65.9K +97 +13%
GFWA
3229
Grey Fox Wealth Advisors
Delaware
$576K -$57.7K -85 -9%
GWSA
3230
Global Wealth Strategies & Associates
Colorado
$576K -$25.8K -38 -4%
SSCA
3231
South Shore Capital Advisors
Massachusetts
$575K +$570K +840 New
TFP
3232
Traction Financial Partners
Wyoming
$575K
SWM
3233
Sendero Wealth Management
Texas
$574K +$108K +159 +23%
TAM
3234
Tocqueville Asset Management
New York
$573K -$10.2K -15 -2%
QIM
3235
Quest Investment Management
Oregon
$573K
HBW
3236
Hazlett, Burt & Watson
West Virginia
$572K -$38K -56 -6%
FCCM
3237
First City Capital Management
Georgia
$572K
HWMO
3238
Heritage Wealth Management (Ohio)
Ohio
$572K -$37.3K -55 -6%
BWM
3239
Brickley Wealth Management
California
$571K
HFA
3240
Highland Financial Advisors
New Jersey
$570K +$2.72K +4 +0.5%
OFP
3241
OLIO Financial Planning
Virginia
$569K
AC
3242
Annandale Capital
Texas
$568K
IAG
3243
Ipsen Advisor Group
Arkansas
$568K -$115K -170 -17%
RFG
3244
RFP Financial Group
Georgia
$567K -$24.5M -36,071 -98%
RCS
3245
Retirement Capital Strategies
California
$564K -$2.04K -3 -0.4%
BPAMU
3246
BTG Pactual Asset Management US
New York
$564K -$34.6K -51 -5%
BB
3247
Bell Bank
North Dakota
$564K -$29.9K -44 -5%
AT
3248
Adelphi Trust
Florida
$564K +$559K +823 New
TA
3249
TPG Advisors
Illinois
$561K -$248K -365 -31%
LA
3250
LVW Advisors
New York
$559K +$34K +50 +7%