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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
SAS
976
Sage Advisory Services
Texas
$23.6M +$6.2M +9,130 +36%
GWM
977
GSB Wealth Management
Connecticut
$23.6M +$1.29M +1,899 +6%
EWA
978
Emergent Wealth Advisors
New York
$23.6M -$515K -758 -2%
AWM
979
Ameliora Wealth Management
Switzerland
$23.6M +$3.02M +4,449 +15%
Renaissance Technologies
980
Renaissance Technologies
New York
$23.6M +$23.4M +34,420 New
TR
981
Tepp RIA
New Jersey
$23.6M +$1.4M +2,055 +6%
SS
982
SBI Securities
Japan
$23.2M -$1.25M -1,834 -5%
ST
983
Sageworth Trust
Pennsylvania
$23.1M -$29.9K -44 -0.1%
CCG
984
Cypress Capital Group
Florida
$22.9M +$46.9K +69 +0.2%
VHAM
985
Van Hulzen Asset Management
California
$22.8M +$924K +1,361 +4%
LA
986
Lynch & Associates
Indiana
$22.8M -$159K -234 -0.7%
BWCS
987
Beirne Wealth Consulting Services
Connecticut
$22.8M +$194K +285 +0.9%
WPC
988
Waters Parkerson & Co
Louisiana
$22.7M -$139K -204 -0.6%
WWM
989
Western Wealth Management
Colorado
$22.7M -$475K -700 -2%
PFA
990
Providence Financial Advisors
Kansas
$22.7M -$662K -975 -3%
CT
991
Colonial Trust
South Carolina
$22.6M +$1.32M +1,943 +6%
AF
992
AtlasMark Financial
Texas
$22.6M +$930K +1,370 +4%
WA
993
WBH Advisory
Maryland
$22.6M +$85.6K +126 +0.4%
RCG
994
Rock Creek Group
District of Columbia
$22.6M -$3.46M -5,089 -13%
SCM
995
Sunbeam Capital Management
Georgia
$22.6M +$349K +514 +2%
4FG
996
4Thought Financial Group
New York
$22.6M -$1.64M -2,418 -7%
BDWCC
997
B&D White Capital Company
Texas
$22.6M +$220K +324 +1%
WF
998
Williams Financial
Vermont
$22.5M +$11.8M +17,444 +113%
PPW
999
Parcion Private Wealth
Washington
$22.5M +$606M +891,770 +33,715%
OWA
1000
Outlook Wealth Advisors
Texas
$22.5M +$516K +760 +2%