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iShares Core S&P 500 ETF

3,869 hedge funds and large institutions have $579B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 387 funds opening new positions, 1,663 increasing their positions, 1,357 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

6% more funds holding in top 10

Funds holding in top 10: 1,1611,231 (+70)

1.25% less ownership

Funds ownership: 79.22%77.96% (-1.3%)

15% less call options, than puts

Call options by funds: $2.14B | Put options by funds: $2.53B

Holders
3,869
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,231
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.14B
Puts
$2.53B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSL
3501
Monetary Solutions, Ltd
Ohio
$312K
RWS
3502
Rochester Wealth Strategies
Michigan
$312K
RRWA
3503
Rainey & Randall Wealth Advisors
Florida
$312K
YWM
3504
Yardley Wealth Management
Pennsylvania
$312K
AIM
3505
Avity Investment Management
Connecticut
$311K
CH
3506
Canton Hathaway
Rhode Island
$310K
TNAM
3507
Terra Nova Asset Management
New York
$310K
LWM
3508
Level Wealth Management
North Carolina
$310K
TWP
3509
Tower Wealth Partners
Pennsylvania
$310K
FWSM
3510
First Wilshire Securities Management
California
$310K
EG
3511
Ellerson Group
Maryland
$308K
FBC
3512
Fairfield, Bush & Co
Connecticut
$308K
AG
3513
Advocate Group
Minnesota
$308K
BIM
3514
Breakwater Investment Management
Washington
$308K
ICM
3515
Intrepid Capital Management
Florida
$308K
CWM
3516
Cordatus Wealth Management
Pennsylvania
$306K
AWMNH
3517
Arcadia Wealth Management (New Hampshire)
New Hampshire
$306K
SJL
3518
Shayne & Jacobs LLC
Tennessee
$305K
CWA
3519
CJM Wealth Advisers
Virginia
$305K
BWM
3520
Bernard Wealth Management
Michigan
$305K
EWA
3521
Eagle Wealth Advisors
Connecticut
$304K
CC
3522
Citrine Capital
California
$303K
MHR
3523
Matthew Hamilton Rosenberg
$303K
CLA
3524
Carnegie Lake Advisors
New Jersey
$303K
SFG
3525
SevenBridge Financial Group
Pennsylvania
$301K