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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
SIM
1126
Synergy Investment Management
Florida
$17.2M +$2.37M +3,492 +16%
MPWT
1127
MassMutual Private Wealth & Trust
Connecticut
$17.2M +$391K +576 +2%
BPCE
1128
Bank Pictet & Cie (Europe)
Germany
$17.2M
ANBOT
1129
American National Bank of Texas
Texas
$17.1M +$2.41M +3,550 +17%
BAH
1130
Beacon Advisors Holdings
Texas
$17.1M +$17M +25,018 New
BCG
1131
Breakwater Capital Group
New Jersey
$17M +$143K +211 +0.9%
EP
1132
Edgestream Partners
New Jersey
$17M +$9.27M +13,644 +122%
AAM
1133
Aureus Asset Management
Massachusetts
$17M +$556K +819 +3%
PCM
1134
Parsons Capital Management
Rhode Island
$16.9M +$568K +837 +4%
PWA
1135
Peterson Wealth Advisors
Utah
$16.9M -$229K -337 -1%
HCM
1136
Highview Capital Management
Illinois
$16.8M +$65.2K +96 +0.4%
EW
1137
Elyxium Wealth
California
$16.8M +$1.33M +1,960 +9%
HIA
1138
Harbor Investment Advisory
Maryland
$16.8M +$4.49M +6,610 +37%
KFC
1139
Klingenstein Fields & Co
New York
$16.7M +$1.6M +2,350 +11%
GWANC
1140
Guardian Wealth Advisors (North Carolina)
North Carolina
$16.7M -$87.6K -129 -0.5%
ECM
1141
Evergreen Capital Management
Washington
$16.7M +$243K +358 +1%
VP
1142
Verum Partners
North Carolina
$16.6M -$308K -454 -2%
BWM
1143
Bulltick Wealth Management
Florida
$16.6M +$10.5M +15,416 +174%
MFG
1144
Mosaic Financial Group
Illinois
$16.6M +$477K +703 +3%
PGWM
1145
Parisi Gray Wealth Management
New Jersey
$16.6M -$55.7K -82 -0.3%
CTWM
1146
Cherry Tree Wealth Management
Minnesota
$16.6M +$553K +814 +3%
G
1147
GenTrust
Florida
$16.6M +$319K +470 +2%
PBO
1148
Peoples Bank (Ohio)
Ohio
$16.5M -$354K -521 -2%
CWP
1149
Cyndeo Wealth Partners
Florida
$16.5M +$244K +360 +2%
YIA
1150
YHB Investment Advisors
Connecticut
$16.4M +$943K +1,389 +6%