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iShares Core S&P 500 ETF

3,917 hedge funds and large institutions have $584B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 418 funds opening new positions, 1,668 increasing their positions, 1,367 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

Funds holding:

7% more funds holding in top 10

Funds holding in top 10: 1,1631,246 (+83)

0.73% less ownership

Funds ownership: 79.3%78.58% (-0.73%)

15% less call options, than puts

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

Holders
3,917
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,246
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
MFS
551
Madrona Financial Services
Washington
$61.8M
SHJ
552
Sharkey, Howes & Javer
Colorado
$61.7M
MW
553
Marble Wealth
Alabama
$61.1M
WA
554
Waterford Advisors
New York
$61M
KA
555
Kovack Advisors
Florida
$61M
MSA
556
Marino Stram & Associates
Massachusetts
$60.3M
BAM
557
Beaumont Asset Management
Texas
$60M
RPC
558
Rossmore Private Capital
Connecticut
$60M
NWA
559
New World Advisors
Massachusetts
$60M
Rafferty Asset Management
560
Rafferty Asset Management
New York
$59.9M
SL
561
SWMG LLC
Texas
$59.7M
EA
562
Enclave Advisors
Texas
$59.5M
BSSFA
563
Baron Silver Stevens Financial Advisors
Florida
$59.5M
BA
564
Bluesphere Advisors
Pennsylvania
$59.5M
ST
565
Smithfield Trust
Pennsylvania
$59.3M
BOCM
566
Bontempo Ohly Capital Management
Maryland
$58.9M
HI
567
Harbour Investments
Wisconsin
$58.6M
AWM
568
AAF Wealth Management
Massachusetts
$58.6M
BWP
569
Bernardo Wealth Planning
Pennsylvania
$58.4M
DE
570
Diversified Enterprises
Delaware
$58.3M
ATC
571
Argent Trust Co
Tennessee
$58.2M
RP
572
Riverbridge Partners
Minnesota
$58.2M
Citigroup
573
Citigroup
New York
$58.2M
GSWM
574
Greenup Street Wealth Management
Michigan
$57.9M
CMF
575
Counterpoint Mutual Funds
California
$57.8M