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iShares Core S&P 500 ETF

3,994 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, 1,375 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: 1,375

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: 3,6713,994 (+323)

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
3,994
Holders Change
+323
Holders Change %
+8.8%
% of All Funds
48.6%
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
1,375
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
EFN
3326
Equita Financial Network
Pennsylvania
$497K -$152K -224 -24%
LF
3327
LifeSteps Financial
California
$497K -$8.83K -13 -2%
WWMP
3328
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$497K +$492K +725 New
VRM
3329
Vectors Research Management
New York
$496K
CJ
3330
Caitlin John
Michigan
$495K +$122K +180 +33%
LAM
3331
Lewis Asset Management
California
$494K
RTC
3332
Riverview Trust Company
Washington
$493K -$30.6K -45 -6%
SLT
3333
St Louis Trust
Missouri
$493K
WSA
3334
Wealth Science Advisors
Georgia
$492K +$488K +718 New
OHWP
3335
Oak Harbor Wealth Partners
North Carolina
$491K
FCM
3336
Fogel Capital Management
Florida
$491K +$8.15K +12 +2%
SGWM
3337
Sterling Group Wealth Management
California
$490K +$6.79K +10 +1%
CTC
3338
Cetera Trust Company
Minnesota
$490K +$343K +505 +240%
SWM
3339
SFG Wealth Management
Maryland
$489K +$81.5K +120 +20%
OBGC
3340
O'Brien Greene & Co
Pennsylvania
$488K
AGM
3341
Alpine Global Management
New York
$486K +$482K +710 New
CC
3342
Commons Capital
Massachusetts
$485K -$571K -841 -54%
ACM
3343
Andina Capital Management
Utah
$485K +$481K +708 New
SF
3344
Strategent Financial
Virginia
$484K
VCM
3345
Vines Capital Management
Louisiana
$484K +$479K +706 New
BWS
3346
BFI Wealth Solutions
Texas
$483K +$479K +705 New
TFS
3347
truNorth Financial Services
Pennsylvania
$482K +$477K +703 New
BFC
3348
Blue Fin Capital
Rhode Island
$480K
EB
3349
Emprise Bank
Kansas
$479K
PLFS
3350
Provident Living Financial Services
Utah
$479K +$475K +699 New