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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
KIA
3376
Knollwood Investment Advisory
Maryland
$458K
FA
3377
Fagan Associates
New York
$454K -$94.4K -139 -17%
WG
3378
Watchman Group
Texas
$453K +$38.7K +57 +9%
BWL
3379
Beacon Wealthcare LLC
North Carolina
$453K -$67.9K -100 -13%
EA
3380
Eclectic Associates
California
$452K -$172K -253 -28%
WFA
3381
WJ Financial Advisors
Connecticut
$451K -$3.4K -5 -0.8%
BRWM
3382
Blue Rock Wealth Management
North Carolina
$451K -$66.5K -98 -13%
HWM
3383
Hassell Wealth Management
Louisiana
$451K -$5.43K -8 -1%
SFG
3384
Synergy Financial Group
California
$448K -$2.72K -4 -0.6%
KMC
3385
Kirr Marbach & Co
Indiana
$448K
AW
3386
Alchemi Wealth
Connecticut
$448K +$444K +654 New
VPF
3387
Vantage Point Financial
Illinois
$446K +$2.72K +4 +0.6%
SWK
3388
Stephen W. Kidder
$445K
EFG
3389
Elm3 Financial Group
Georgia
$445K -$164K -242 -27%
NC
3390
NewSquare Capital
Pennsylvania
$445K -$55.7K -82 -11%
HA
3391
Hegarty Advisors
New York
$443K +$439K +647 New
FA
3392
Fullerton Advisors
California
$442K +$438K +645 New
BCM
3393
BluePath Capital Management
Georgia
$442K +$25.1K +37 +6%
CMP
3394
Coston McIsaac & Partners
Maine
$440K -$50.3K -74 -10%
AWA
3395
A4 Wealth Advisors
North Carolina
$440K -$181K -267 -29%
GDP
3396
Great Diamond Partners
Maine
$440K -$3.4K -5 -0.8%
SFG
3397
SageGuard Financial Group
Tennessee
$439K +$435K +641 New
PWM
3398
Prentice Wealth Management
New York
$438K
BCA
3399
Ballentine Capital Advisors
South Carolina
$437K
SSA
3400
Shepherd Street Advisors
California
$435K +$431K +635 New