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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
PHWM
3601
Pine Harbor Wealth Management
Maryland
$265K
DBIA
3602
Dumont & Blake Investment Advisors
New Jersey
$265K
PWM
3603
Partners Wealth Management
California
$265K
FWM
3604
ForthRight Wealth Management
Georgia
$264K
AMG
3605
Advisors Management Group
Wisconsin
$264K
CWP
3606
Clark Wealth Partners
Illinois
$264K
MF
3607
Manchester Financial
California
$263K
MIM
3608
Merrion Investment Management
New Jersey
$262K
DFG
3609
Dupree Financial Group
Kentucky
$260K
RH
3610
RFG Holdings
Texas
$260K
DI
3611
Disciplined Investors
Texas
$260K
TDC
3612
Thompson Davis & Co
Virginia
$260K
ACM
3613
Altrius Capital Management
North Carolina
$259K
WAP
3614
Wealth Analytics Partners
California
$259K
4A
3615
4Wealth Advisors
Illinois
$259K
M1FG
3616
Mach-1 Financial Group
Arkansas
$258K
GWAM
3617
Guardian Wealth Advisors (Minnesota)
Minnesota
$258K
SA
3618
Strategic Advocates
Utah
$257K
UAS
3619
United Asset Strategies
New York
$257K
MDCM
3620
Morgan Dempsey Capital Management
Wisconsin
$257K
VNIM
3621
Vaughan Nelson Investment Management
Texas
$257K
ICP
3622
Ironvine Capital Partners
Nebraska
$256K
BCP
3623
Blue Chip Partners
Michigan
$256K
CWMGO
3624
Capstone Wealth Management Group (Oregon)
Oregon
$256K
TW
3625
Towerpoint Wealth
California
$255K