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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
HC
1051
Headland Capital
South Carolina
$20.2M +$93.7K +138 +0.5%
CWA
1052
Canvas Wealth Advisors
Kansas
$20.1M +$429K +632 +2%
CFS
1053
CRA Financial Services
New Jersey
$20M +$250K +368 +1%
AIM
1054
Advyzon Investment Management
Illinois
$20M +$13.1M +19,358 +198%
SL
1055
Sentinus LLC
Illinois
$19.9M +$2.91M +4,279 +17%
CT
1056
Caldwell Trust
Florida
$19.9M +$268K +395 +1%
TNBTD
1057
Trustmark National Bank Trust Department
Mississippi
$19.9M +$681K +1,003 +4%
CFFNO
1058
Common Fund For Nonprofit Organizations
Connecticut
$19.8M +$67.9K +100 +0.3%
Retirement Systems of Alabama
1059
Retirement Systems of Alabama
Alabama
$19.8M -$64.5K -95 -0.3%
SAS
1060
SMI Advisory Services
Indiana
$19.7M -$4.04M -5,947 -17%
SWP
1061
SIMA Wealth Partners
Virginia
$19.6M -$2.34M -3,446 -11%
IAA
1062
Independent Advisor Alliance
North Carolina
$19.6M +$116K +171 +0.6%
Legacy Financial Group (Iowa)
1063
Legacy Financial Group (Iowa)
Iowa
$19.6M +$672K +989 +4%
RA
1064
RFG Advisory
Alabama
$19.6M +$615K +906 +3%
WB
1065
WesBanco Bank
West Virginia
$19.6M -$104K -153 -0.5%
RWIA
1066
Roger Wittlin Investment Advisory
California
$19.6M -$6.19M -9,112 -24%
TMWM
1067
Taylor & Morgan Wealth Management
Michigan
$19.4M -$670K -986 -3%
SPW
1068
Signet Private Wealth
Illinois
$19.4M +$19.3M +28,354 New
BCM
1069
Becker Capital Management
Oregon
$19.4M +$2.46M +3,616 +15%
CHA
1070
Cooper/Haims Advisors
New York
$19.4M +$1.24M +1,829 +7%
SWA
1071
Stratos Wealth Advisors
Ohio
$19.4M +$119K +175 +0.6%
DCM
1072
Dimension Capital Management
Florida
$19.3M -$3.4M -5,011 -15%
NWM
1073
NRI Wealth Management
California
$19.3M -$436K -642 -2%
KWM
1074
Kingsview Wealth Management
Oregon
$19.2M +$1.13M +1,669 +6%
NP
1075
NorthRock Partners
Minnesota
$19.2M +$2.4M +3,538 +14%