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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
RWMH
901
Riverpoint Wealth Management Holdings
Illinois
$27.2M -$590K -869 -2%
LT
902
Legacy Trust
Michigan
$27.2M +$1.58M +2,321 +6%
HSWM
903
Hubbell Strickland Wealth Management
Louisiana
$27.2M +$538K +792 +2%
WDG
904
Wealth Dimensions Group
Ohio
$27.2M -$178K -262 -0.7%
OAP
905
One Advisory Partners
Kansas
$27.2M +$151K +223 +0.6%
EIA
906
Eldridge Investment Advisors
New Hampshire
$27.1M -$237K -349 -0.9%
PWP
907
PrairieView Wealth Partners
Illinois
$27.1M +$230K +338 +0.9%
CWA
908
CM Wealth Advisors
Ohio
$27M +$1.98M +2,910 +8%
BAS
909
Breakthru Advisory Services
Wisconsin
$27M -$3.99M -5,874 -13%
HI
910
Human Investing
Oregon
$27M -$293K -431 -1%
EFM
911
Eley Financial Management
Vermont
$27M +$276K +406 +1%
TIAAOA
912
Teachers Insurance & Annuity Association of America
New York
$26.9M -$1.21M -1,775 -4%
FSA
913
Financial Services Advisory
Maryland
$26.9M +$42.1K +62 +0.2%
PCA
914
Peddock Capital Advisors
Massachusetts
$26.9M +$1.6M +2,355 +6%
EFS
915
Essex Financial Services
Connecticut
$26.8M +$61.1K +90 +0.2%
NEAM
916
New England Asset Management
Connecticut
$26.7M
TFP
917
Townsend Financial Planning
Kentucky
$26.6M +$26.3M +38,783 New
AWA
918
American Wealth Advisors
Georgia
$26.6M -$664K -978 -2%
DI
919
DAGCO Inc
Ohio
$26.5M +$748K +1,102 +3%
FW
920
Fairway Wealth
Ohio
$26.5M +$644K +948 +3%
CST
921
Charles Schwab Trust
Nevada
$26.4M -$1.42M -2,094 -5%
ETC
922
Exchange Traded Concepts
Oklahoma
$26.3M +$9.87M +14,542 +61%
IWP
923
IAG Wealth Partners
Wisconsin
$26.3M -$1.73M -2,546 -6%
WCP
924
Wick Capital Partners
Pennsylvania
$26.3M -$463K -682 -2%
4WM
925
4J Wealth Management
Virginia
$26.2M +$57.7K +85 +0.2%