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iShares Core S&P 500 ETF

3,994 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 465 funds opening new positions, 1,687 increasing their positions, 1,375 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

627% more first-time investments, than exits

New positions opened: 465 | Existing positions closed: 64

23% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,375

12% more capital invested

Capital invested by funds: $526B → $587B (+$61.6B)

9% more funds holding in top 10

Funds holding in top 10: 1,1711,275 (+104)

9% more funds holding

Funds holding: 3,6713,994 (+323)

0.54% less ownership

Funds ownership: 79.5%78.97% (-0.54%)

15% less call options, than puts

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

Holders
3,994
Holders Change
+323
Holders Change %
+8.8%
% of All Funds
48.6%
Holding in Top 10
1,275
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+8.88%
% of All Funds
15.51%
New
465
Increased
1,687
Reduced
1,375
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
876
Focus Partners Advisor Solutions
Missouri
$28.3M +$3.85M +5,668 +16%
KFS
877
Kelly Financial Services
Massachusetts
$28.3M +$3.88M +5,716 +16%
AWM
878
Adams Wealth Management
Utah
$28.3M -$440K -648 -2%
PIA
879
Pinion Investment Advisors
Kansas
$28.2M +$4.66M +6,864 +20%
FWA
880
Fidelis Wealth Advisors
Colorado
$28.2M +$27.9M +41,120 New
JFG
881
JMG Financial Group
Illinois
$28.1M -$420K -618 -1%
BHIA
882
Birch Hill Investment Advisors
Massachusetts
$28.1M +$46.2K +68 +0.2%
KWS
883
Keystone Wealth Services
California
$28M -$357K -525 -1%
DWM
884
Drive Wealth Management
Utah
$28M -$1.26M -1,852 -4%
BL
885
BFSG LLC
California
$28M +$3.52M +5,190 +15%
WHCFA
886
William Howard & Co Financial Advisors
Tennessee
$27.9M -$295K -434 -1%
CWA
887
Continuum Wealth Advisors
New York
$27.8M -$1.02M -1,500 -4%
BIAS
888
Beacon Investment Advisory Services
New Jersey
$27.8M -$236K -348 -0.9%
NW
889
NewEdge Wealth
Pennsylvania
$27.7M +$3.9M +5,743 +17%
AGC
890
Aspen Grove Capital
Colorado
$27.6M -$1.82M -2,676 -6%
VWM
891
Vivid Wealth Management
Iowa
$27.6M +$129K +190 +0.5%
LWM
892
Liberty Wealth Management
California
$27.6M +$53K +78 +0.2%
First Manhattan
893
First Manhattan
New York
$27.6M +$23.2M +34,146 +561%
RIA
894
Richwood Investment Advisors
Ohio
$27.5M +$1.44M +2,118 +6%
KFSC
895
Keystone Financial Services (Colorado)
Colorado
$27.4M +$1.42M +2,092 +6%
AWM
896
Abound Wealth Management
Tennessee
$27.4M +$760K +1,119 +3%
EWM
897
Evermay Wealth Management
Virginia
$27.3M -$947K -1,395 -3%
WT
898
WHI Trust
Illinois
$27.2M +$27M +39,771 New
BAM
899
Belpointe Asset Management
Nevada
$27.2M +$1.15M +1,700 +4%
DC
900
Destiny Capital
Colorado
$27.2M +$905K +1,333 +3%