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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
AHC
1151
Anderson Hoagland & Co
Missouri
$16.4M -$130K -192 -0.8%
LFS
1152
Lutz Financial Services
Nebraska
$16.4M +$152K +224 +0.9%
CG
1153
Caprock Group
Idaho
$16.4M +$440K +648 +3%
DCM
1154
Disciplina Capital Management
Tennessee
$16.4M
DIM
1155
Delta Investment Management
California
$16.3M +$1.76M +2,594 +12%
FNT
1156
First National Trust
Pennsylvania
$16.3M +$373K +550 +2%
PCP
1157
Proficio Capital Partners
Massachusetts
$16.2M +$1.65M +2,425 +11%
NA
1158
Nordwand Advisors
Pennsylvania
$16.2M +$2.78M +4,095 +21%
CWM
1159
Contango Wealth Management
California
$16.2M +$16.1M +23,661 New
FHA
1160
Flagship Harbor Advisors
Massachusetts
$16.2M +$599K +882 +4%
IAG
1161
Investment Advisory Group
Massachusetts
$16.2M +$490K +722 +3%
GB
1162
Goepper Burkhardt
South Carolina
$16.2M +$2.89M +4,263 +22%
WP
1163
WealthPLAN Partners
Nebraska
$16.1M +$1.62M +2,380 +11%
BFM
1164
Broadview Financial Management
Wisconsin
$16.1M -$175K -257 -1%
FC
1165
Fusion Capital
South Carolina
$16.1M +$188K +277 +1%
CGPCS
1166
Capital Group Private Client Services
California
$16.1M +$1.71M +2,519 +12%
GPW
1167
Genesis Private Wealth
Virginia
$16M +$15.9M +23,414 New
BF
1168
Baring Financial
Washington
$16M +$5.12M +7,537 +48%
First Trust Advisors
1169
First Trust Advisors
Illinois
$16M +$11.3M +16,662 +247%
ISL
1170
Ingalls & Snyder LLC
New York
$16M +$515K +758 +3%
PFA
1171
Pinnacle Family Advisors
Missouri
$16M -$120K -176 -0.7%
AEPWM
1172
Atlantic Edge Private Wealth Management
Florida
$16M +$419K +617 +3%
MFT
1173
Moisand Fitzgerald Tamayo
Florida
$15.9M -$434K -639 -3%
GAG
1174
GM Advisory Group
New York
$15.9M +$1.9M +2,802 +14%
MCWA
1175
Meadow Creek Wealth Advisors
Georgia
$15.7M +$1.34M +1,975 +9%