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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
AGC
3251
August Group Capital
$558K +$553K +814 New
QFA
3252
Quantum Financial Advisors
California
$556K
MIC
3253
Meridian Investment Counsel
California
$555K
LFA
3254
Longview Financial Advisors
Alabama
$550K +$679 +1 +0.1%
PCM
3255
Pointe Capital Management
Michigan
$549K +$5.43K +8 +1%
WIP
3256
WealthCare Investment Partners
Rhode Island
$548K -$23.1K -34 -4%
JWBC
3257
J.W. Burns & Co
New York
$548K +$27.8K +41 +5%
MCFP
3258
Mallini Complete Financial Planning
Florida
$548K
SPWG
3259
Sage Private Wealth Group
Illinois
$547K -$2.72K -4 -0.5%
PAA
3260
Peregrine Asset Advisers
Oregon
$547K -$54.3K -80 -9%
CFG
3261
Compass Financial Group
Ohio
$547K +$542K +798 New
BI
3262
Beckerman Institutional
New Jersey
$546K
BS
3263
BCI Securities
Florida
$545K +$540K +795 New
CFS
3264
CGC Financial Services
Oregon
$544K +$79.5K +117 +17%
FWM
3265
Foguth Wealth Management
Michigan
$543K +$537K +791 New
FLFS
3266
Family Legacy Financial Solutions
North Carolina
$543K
SPWG
3267
Syntegra Private Wealth Group
Missouri
$543K +$11.5K +17 +2%
LJHT
3268
Laurie J. Hall Trustee
$542K
UA
3269
URS Advisory
Florida
$541K +$536K +789 New
TFG
3270
Taylor Financial Group
Virginia
$540K -$679 -1 -0.1%
AFC
3271
Ares Financial Consulting
California
$540K +$536K +789 New
NA
3272
Nestegg Advisors
New York
$540K -$95.7K -141 -15%
MSFP
3273
Mark Sheptoff Financial Planning
Connecticut
$538K -$85.6K -126 -14%
CNTOF
3274
Canandaigua National Trust of Florida
New York
$536K
RWB
3275
RMR Wealth Builders
New Jersey
$535K +$10.9K +16 +2%