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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
PI
926
PJT Investments
$26.2M +$6.55M +9,642 +34%
GG
927
GenWealth Group
New Jersey
$26.1M +$1.41M +2,070 +6%
VAS
928
Vestmark Advisory Solutions
Massachusetts
$26.1M -$6.98M -10,284 -21%
HCM
929
Hengehold Capital Management
Ohio
$26M -$278K -409 -1%
ML
930
McAdam LLC
Pennsylvania
$26M -$242K -356 -0.9%
SIAM
931
Sterling Investment Advisors (Missouri)
Missouri
$26M +$179K +263 +0.7%
VWA
932
VERITY Wealth Advisors
United States
$25.9M
CFS
933
Commonwealth Financial Services
West Virginia
$25.8M +$589K +868 +2%
GCG
934
Gilbert Capital Group
Maine
$25.8M +$3.07M +4,524 +14%
VFPW
935
Vantage Financial Partners (Wisconsin)
Wisconsin
$25.6M -$138K -203 -0.5%
SCA
936
Southern Capital Advisors
Tennessee
$25.5M +$177K +260 +0.7%
YWM
937
Yukon Wealth Management
Kansas
$25.5M -$3.09M -4,557 -11%
NRW
938
Nova R Wealth
Kansas
$25.5M -$2.04M -3,002 -7%
IASG
939
Investment Advisory Services Group
Florida
$25.3M +$25M +36,887 New
FFW
940
Fusion Family Wealth
New York
$25.3M -$88.3K -130 -0.4%
OCM
941
Orion Capital Management
California
$25.2M +$649K +956 +3%
SVWG
942
Shared Vision Wealth Group
United States
$25.2M -$1.03M -1,524 -4%
MWM
943
Mission Wealth Management
California
$25.2M -$1.28M -1,878 -5%
WPW
944
Waldron Private Wealth
Pennsylvania
$25.2M -$117K -172 -0.5%
SC
945
Stephenson & Company
California
$25M +$358K +527 +1%
HWA
946
Hilltop Wealth Advisors
North Carolina
$25M +$106K +156 +0.4%
GWMR
947
GC Wealth Management RIA
Massachusetts
$24.9M +$7.79M +11,475 +46%
OWA
948
One Wealth Advisors
California
$24.9M -$331K -488 -1%
MWP
949
Moller Wealth Partners
$24.9M -$1.99M -2,936 -7%
MW
950
Members Wealth
Pennsylvania
$24.6M -$792K -1,166 -3%