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iShares Core S&P 500 ETF

3,996 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 466 funds opening new positions, 1,687 increasing their positions, 1,376 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

628% more first-time investments, than exits

New positions opened: 466 | 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: 3,6713,996 (+325)

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
3,996
Holders Change
+325
Holders Change %
+8.85%
% 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
466
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
JHCP
1176
Jackson Hole Capital Partners
Oklahoma
$15.7M +$253K +372 +2%
Capital Fund Management (CFM)
1177
Capital Fund Management (CFM)
France
$15.6M +$3.73M +5,500 +32%
FFP
1178
Forbes Financial Planning
Rhode Island
$15.6M +$624K +919 +4%
MFG
1179
Mustico Financial Group
New York
$15.4M +$1.81M +2,664 +14%
Fiera Capital (Canada)
1180
Fiera Capital (Canada)
Quebec, Canada
$15.4M +$298K +439 +2%
SC
1181
Sierra Capital
Florida
$15.4M -$132K -195 -0.9%
SMA
1182
Seven Mile Advisory
New Jersey
$15.4M -$653K -962 -4%
CIAS
1183
Capital Investment Advisory Services
North Carolina
$15.4M +$87.6K +129 +0.6%
MWA
1184
Motive Wealth Advisors
Michigan
$15.4M
LFWA
1185
LiftPoint Family Wealth Advisors
New Jersey
$15.4M +$15.2M +22,412 New
BHPW
1186
Box Hill Private Wealth
Arizona
$15.3M +$15.2M +22,390 New
X
1187
Xponance
Pennsylvania
$15.3M +$1.3M +1,913 +9%
TWM
1188
TSA Wealth Management
Texas
$15.3M -$156K -230 -1%
REMPR
1189
Roof Eidam Maycock Peralta (REMP)
California
$15.3M +$158K +232 +1%
EFA
1190
Evernest Financial Advisors
Indiana
$15.3M -$3.43M -5,048 -19%
GWM
1191
Greenhouse Wealth Management
Connecticut
$15.3M +$23.1K +34 +0.2%
PM
1192
Pembroke Management
Quebec, Canada
$15.3M -$44.1K -65 -0.3%
BHWM
1193
Bay Harbor Wealth Management
Maryland
$15.2M +$294K +433 +2%
TW
1194
Tempo Wealth
Ohio
$15.2M +$15.1M +22,209 New
OFG
1195
Omega Financial Group
California
$15.1M +$61.1K +90 +0.4%
HAG
1196
HighPoint Advisor Group
Illinois
$15.1M +$15M +22,056 New
RDWM
1197
Red Door Wealth Management
Tennessee
$15.1M +$2.66M +3,921 +22%
OMC
1198
Old Mission Capital
Illinois
$15M +$8.08M +11,897 +118%
ES
1199
ETF Store
Kansas
$15M -$238K -351 -2%
MWS
1200
MFA Wealth Services
California
$15M +$50.3K +74 +0.3%