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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
I
3451
IMPACTfolio
Colorado
$405K
CA
3452
Carson Advisory
Georgia
$405K -$11.5K -17 -3%
SI
3453
Seeds Investor
New York
$404K +$400K +589 New
SP
3454
Stablepoint Partners
Massachusetts
$403K -$1.36K -2 -0.3%
UWP
3455
Uniting Wealth Partners
Kansas
$403K
CFGA
3456
Cambridge Financial Group (Arizona)
Arizona
$403K
SAP
3457
Strategic Advisory Partners
North Carolina
$403K +$399K +588 New
AHB
3458
Abner Herrman & Brock
New Jersey
$402K +$23.8K +35 +6%
FFS
3459
Fischer Financial Services
Pennsylvania
$401K
BWM
3460
BlackDiamond Wealth Management
New York
$401K -$2.72K -4 -0.7%
AFS
3461
AFG Fiduciary Services
Massachusetts
$401K
BMWS
3462
Brady Martz Wealth Solutions
North Dakota
$399K -$103K -152 -21%
LKIM
3463
Lawson Kroeker Investment Management
Nebraska
$399K -$20.4K -30 -5%
APW
3464
Aventura Private Wealth
Florida
$399K
OFG
3465
Orcam Financial Group
California
$399K +$4.75K +7 +1%
CPA
3466
Capital Planning Advisors
California
$399K +$27.2K +40 +7%
VW
3467
Veridan Wealth
Oregon
$398K +$10.9K +16 +3%
PFA
3468
Presper Financial Architects
Ohio
$397K -$5.43K -8 -1%
CTA
3469
Clear Trail Advisors
Texas
$397K +$394K +580 New
PFO
3470
Pioneer Family Office
Florida
$397K +$393K +579 New
SFG
3471
Shum Financial Group
California
$396K
RWM
3472
Rolek Wealth Management
Pennsylvania
$396K
MG
3473
MilWealth Group
Wisconsin
$396K
RWFS
3474
Rayburn West Financial Services
Tennessee
$395K +$391K +576 New
GPCM
3475
Guardsman Private Capital Management
Florida
$394K +$390K +575 New