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iShares Core S&P 500 ETF

3,995 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, 1,376 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: 1,376

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: 3,6713,995 (+324)

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
3,995
Holders Change
+324
Holders Change %
+8.83%
% of All Funds
48.61%
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
1,376
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1026
Braeburn Wealth Management
Michigan
$21.3M +$21.1M +31,064 New
MWP
1027
MYCIO Wealth Partners
Pennsylvania
$21.2M +$119K +175 +0.6%
AMG
1028
Asset Management Group
Connecticut
$21.1M -$6.11K -9 -0%
AWP
1029
Astra Wealth Partners
New Jersey
$21.1M +$285K +419 +1%
KAS
1030
KPP Advisory Services
Kentucky
$21.1M -$1.88M -2,773 -8%
IMC Chicago
1031
IMC Chicago
Illinois
$21M +$5.62M +8,280 +37%
PFGIA
1032
Patriot Financial Group Insurance Agency
Massachusetts
$21M -$223K -328 -1%
IFA
1033
Interactive Financial Advisors
Illinois
$20.9M -$5.71M -8,415 -22%
JC
1034
JCSD Capital
California
$20.9M
CWA
1035
Centennial Wealth Advisory
Michigan
$20.8M -$31.2K -46 -0.2%
CLOS
1036
Compagnie Lombard Odier SCmA
Switzerland
$20.8M +$982K +1,446 +5%
Nomura Asset Management
1037
Nomura Asset Management
Japan
$20.7M -$9.85M -14,500 -32%
CFS
1038
Coordinated Financial Services
Colorado
$20.7M +$1.05M +1,540 +5%
TF
1039
Trek Financial
Arizona
$20.6M +$3.84M +5,662 +23%
FFG
1040
Foundry Financial Group
New Hampshire
$20.5M +$427K +629 +2%
SS
1041
Sunbelt Securities
Texas
$20.5M +$435K +640 +2%
DWM
1042
Ducere Wealth Management
California
$20.5M +$20.3M +29,915 New
AWS
1043
Aspen Wealth Strategies
Colorado
$20.5M -$2.62M -3,856 -11%
TNB
1044
Thomasville National Bank
Georgia
$20.4M -$109K -160 -0.5%
CTA
1045
Chesley Taft & Associates
Illinois
$20.4M +$858K +1,263 +4%
EW
1046
Element Wealth
Mississippi
$20.3M -$104K -153 -0.5%
SWA
1047
Sax Wealth Advisors
New Jersey
$20.3M +$493K +726 +3%
OWA
1048
Oak Wealth Advisors
Illinois
$20.3M -$1.03M -1,518 -5%
AA
1049
ACT Advisors
North Carolina
$20.2M -$454K -669 -2%
MSWMA
1050
Market Street Wealth Management Advisors
Indiana
$20.2M -$344K -506 -2%