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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
TWM
3276
Trevian Wealth Management
Massachusetts
$534K -$8.15K -12 -2%
ESBC
3277
E.S. Barr & Co
Kentucky
$533K +$59.8K +88 +13%
OC
3278
Optima Capital
Oregon
$532K +$170K +250 +47%
PFA
3279
Petra Financial Advisors
Colorado
$532K -$23.8K -35 -4%
WW
3280
Westshore Wealth
California
$530K +$7.47K +11 +1%
NCM
3281
Noesis Capital Mangement
Florida
$530K -$25.1K -37 -5%
CWP
3282
Core Wealth Partners
California
$529K +$679 +1 +0.1%
CBT
3283
Crews Bank & Trust
Florida
$529K -$46.2K -68 -8%
SWM
3284
Sentinel Wealth Management
Virginia
$529K -$2.04K -3 -0.4%
E
3285
Evansbrook
Illinois
$529K +$524K +772 New
SOAG
3286
Silver Oak Advisory Group
Oregon
$528K -$153K -226 -23%
CPA
3287
Compass Planning Associates
Massachusetts
$526K +$1.36K +2 +0.3%
CWM
3288
Challenger Wealth Management
California
$526K +$1.36K +2 +0.3%
VBA
3289
von Borstel & Associates
Oregon
$526K -$11.7M -17,219 -96%
VH
3290
Visionary Horizons
Tennessee
$526K -$657K -967 -56%
MIP
3291
Marietta Investment Partners
Wisconsin
$525K
ARC
3292
Advisor Resource Council
Texas
$525K +$512K +754 New
CAM
3293
Columbia Asset Management
Michigan
$525K
CWP
3294
CFM Wealth Partners
Texas
$524K -$175K -257 -25%
AMM
3295
American Money Management
California
$523K +$82.8K +122 +19%
IF
3296
Integrity Financial
Wyoming
$522K +$10.9K +16 +2%
PIN
3297
Prudent Investors Network
California
$520K +$123K +181 +31%
OFO
3298
OneAscent Family Office
Alabama
$519K -$5.43K -8 -1%
BFA
3299
Buttonwood Financial Advisors
Maryland
$519K -$6.11K -9 -1%
DPW
3300
DiNuzzo Private Wealth
Pennsylvania
$518K -$13.6K -20 -3%