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iShares Core S&P 500 ETF

3,979 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 455 funds opening new positions, 1,685 increasing their positions, 1,372 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:

8% more funds holding in top 10

Funds holding in top 10: 1,1701,268 (+98)

0.58% less ownership

Funds ownership: 79.5%78.92% (-0.58%)

15% less call options, than puts

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

Holders
3,979
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,268
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
AWM
876
Adams Wealth Management
Utah
$28.3M
PIA
877
Pinion Investment Advisors
Kansas
$28.2M
FWA
878
Fidelis Wealth Advisors
Colorado
$28.2M
JFG
879
JMG Financial Group
Illinois
$28.1M
BHIA
880
Birch Hill Investment Advisors
Massachusetts
$28.1M
KWS
881
Keystone Wealth Services
California
$28M
DWM
882
Drive Wealth Management
Utah
$28M
BL
883
BFSG LLC
California
$28M
WHCFA
884
William Howard & Co Financial Advisors
Tennessee
$27.9M
CWA
885
Continuum Wealth Advisors
New York
$27.8M
BIAS
886
Beacon Investment Advisory Services
New Jersey
$27.8M
NW
887
NewEdge Wealth
Pennsylvania
$27.7M
AGC
888
Aspen Grove Capital
Colorado
$27.6M
VWM
889
Vivid Wealth Management
Iowa
$27.6M
LWM
890
Liberty Wealth Management
California
$27.6M
First Manhattan
891
First Manhattan
New York
$27.6M
RIA
892
Richwood Investment Advisors
Ohio
$27.5M
KFSC
893
Keystone Financial Services (Colorado)
Colorado
$27.4M
AWM
894
Abound Wealth Management
Tennessee
$27.4M
EWM
895
Evermay Wealth Management
Virginia
$27.3M
WT
896
WHI Trust
Illinois
$27.2M
BAM
897
Belpointe Asset Management
Nevada
$27.2M
DC
898
Destiny Capital
Colorado
$27.2M
RWMH
899
Riverpoint Wealth Management Holdings
Illinois
$27.2M
LT
900
Legacy Trust
Michigan
$27.2M