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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
SCP
951
Stevens Capital Partners
Nebraska
$24.6M +$3.24M +4,767 +15%
LP
952
LGL Partners
Pennsylvania
$24.6M -$58.4K -86 -0.2%
AG
953
Ascent Group
Virginia
$24.5M +$2.74M +4,032 +13%
KW
954
Keyvantage Wealth
Pennsylvania
$24.5M +$23.3M +34,292 +2,298%
VPW
955
Vericrest Private Wealth
Pennsylvania
$24.5M +$24.3M +35,783 New
SC
956
Saiph Capital
New Jersey
$24.5M +$314K +463 +1%
AI
957
Arvest Investments
Arkansas
$24.5M +$1.18M +1,744 +5%
DC
958
DeDora Capital
California
$24.4M +$57.7K +85 +0.2%
DPI
959
Diversified Portfolios Inc
Michigan
$24.4M -$1.08M -1,588 -4%
CFO
960
CVA Family Office
Colorado
$24.3M +$112K +165 +0.5%
JWM
961
Jackson Wealth Management
Florida
$24.2M +$1.79M +2,629 +8%
PCA
962
Pallas Capital Advisors
Massachusetts
$24.1M +$4.33M +6,371 +22%
PPC
963
Park Place Capital
Alabama
$24.1M -$2.19M -3,229 -8%
BFS
964
Bradley Foster & Sargent
Connecticut
$24.1M -$1.34M -1,973 -5%
KCA
965
Kastel Capital Advisors
Massachusetts
$24.1M +$23.9M +35,140 New
XF
966
XML Financial
Maryland
$24M +$717K +1,056 +3%
FA
967
Flagstar Advisors
New York
$24M -$2.83M -4,174 -11%
OCA
968
OpenArc Corporate Advisory
Georgia
$23.9M +$23.7M +34,927 New
PFG
969
Pacific Financial Group
Washington
$23.9M +$1.52M +2,237 +7%
CAC
970
Certified Advisory Corp
Florida
$23.8M -$457K -673 -2%
CIP
971
Capital Insight Partners
Arizona
$23.7M -$2M -2,940 -8%
MWP
972
Madison Wealth Partners
Wisconsin
$23.7M +$683K +1,006 +3%
TC
973
TAGStone Capital
North Carolina
$23.7M +$55K +81 +0.2%
WJA
974
Willis Johnson & Associates
Texas
$23.7M +$764K +1,125 +3%
WCFA
975
Walkner Condon Financial Advisors
Wisconsin
$23.7M -$352K -519 -1%