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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
HAS
1001
Holland Advisory Services
Florida
$22.5M +$261K +385 +1%
SAM
1002
Sherman Asset Management
California
$22.4M +$158K +232 +0.7%
HC
1003
Hoese & Co
Minnesota
$22.4M -$591K -871 -3%
KDA
1004
Kraft Davis & Associates
Missouri
$22.4M -$1.1M -1,622 -5%
MCCA
1005
Mill Creek Capital Advisors
Pennsylvania
$22.4M -$1.35M -1,982 -6%
TFM
1006
Trademark Financial Management
Minnesota
$22.4M -$2.25M -3,311 -9%
AWM
1007
Avaii Wealth Management
Wisconsin
$22.3M -$995K -1,465 -4%
SFFS
1008
Stonehage Fleming Financial Services
Jersey
$22.2M -$2.32M -3,410 -10%
WS
1009
Wedbush Securities
California
$22.1M +$2.14M +3,150 +11%
AC
1010
Avestar Capital
New York
$22M -$496K -730 -2%
I2I
1011
Insight 2811 Inc
Illinois
$22M -$8.15K -12 -0%
GFG
1012
Goldstone Financial Group
Illinois
$22M -$365K -538 -2%
LLWM
1013
Life Line Wealth Management
California
$21.9M +$1.04M +1,527 +5%
BFG
1014
Beacon Financial Group
Texas
$21.9M +$112K +165 +0.5%
PWM
1015
Pines Wealth Management
North Carolina
$21.9M +$267K +393 +1%
EWA
1016
EverSource Wealth Advisors
Alabama
$21.9M -$618K -910 -3%
SMI
1017
Shelter Mutual Insurance
Missouri
$21.8M +$14.1M +20,826 +188%
SAM
1018
Summit Asset Management
Tennessee
$21.8M +$263K +387 +1%
BRM
1019
Boston Research & Management
Massachusetts
$21.8M +$1.63M +2,403 +8%
Vanguard Group
1020
Vanguard Group
Pennsylvania
$21.6M +$282K +415 +1%
AL
1021
ADE LLC
Maryland
$21.6M +$1.01M +1,481 +5%
HG
1022
Harbor Group
New Hampshire
$21.6M +$201K +296 +0.9%
GVAG
1023
Great Valley Advisor Group
Delaware
$21.5M +$854K +1,258 +4%
AA
1024
ArborFi Advisors
Michigan
$21.4M -$65.9K -97 -0.3%
CPC
1025
Congress Park Capital
New York
$21.3M +$1.21M +1,775 +6%