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iShares Core S&P 500 ETF

3,940 hedge funds and large institutions have $585B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 432 funds opening new positions, 1,675 increasing their positions, 1,369 reducing their positions, and 65 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 in top 10

Funds holding in top 10:

8% more funds holding

Funds holding: 3,6553,940 (+285)

0.59% less ownership

Funds ownership: 79.3%78.72% (-0.59%)

15% less call options, than puts

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

Holders
3,940
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,256
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
RWA
3551
Rooted Wealth Advisors
Illinois
$317K
NI
3552
Natural Investments
California
$317K
OWM
3553
Opes Wealth Management
California
$316K
CWP
3554
Concord Wealth Partners
Virginia
$316K
SRB
3555
Shotwell Rutter Baer
Michigan
$316K
HI
3556
Hoey Investments
Pennsylvania
$315K
MIM
3557
MTM Investment Management
South Carolina
$315K
CCM
3558
Ciovacco Capital Management
Georgia
$315K
RPA
3559
Redwood Park Advisors
California
$314K
BPW
3560
BLVD Private Wealth
Kentucky
$314K
ZWA
3561
Zinnia Wealth Advisory
Florida
$314K
MS
3562
Monetary Solutions
Ohio
$312K
RWS
3563
Rochester Wealth Strategies
Michigan
$312K
RRWA
3564
Rainey & Randall Wealth Advisors
Florida
$312K
YWM
3565
Yardley Wealth Management
Pennsylvania
$312K
AIM
3566
Avity Investment Management
Connecticut
$311K
CH
3567
Canton Hathaway
Rhode Island
$310K
TNAM
3568
Terra Nova Asset Management
New York
$310K
LWM
3569
Level Wealth Management
North Carolina
$310K
FWSM
3570
First Wilshire Securities Management
California
$310K
TWP
3571
Tower Wealth Partners
Pennsylvania
$310K
EG
3572
Ellerson Group
Maryland
$308K
FBC
3573
Fairfield, Bush & Co
Connecticut
$308K
AG
3574
Advocate Group
Minnesota
$308K
TFS
3575
Targeted Financial Services
Florida
$308K