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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
CWM
1201
Centurion Wealth Management
Virginia
$15M +$152K +224 +1%
CWM
1202
CIBC World Markets
New York
$14.9M +$14.8M +21,779 New
GA
1203
GFS Advisors
Texas
$14.9M -$8.15K -12 -0.1%
NB
1204
Northwest Bancshares
Pennsylvania
$14.9M -$1.04M -1,535 -7%
GAM
1205
Gould Asset Management
California
$14.9M -$737K -1,086 -5%
EWM
1206
Empirical Wealth Management
Washington
$14.8M +$46.9K +69 +0.3%
CAM
1207
Campion Asset Management
Virginia
$14.8M +$3.43M +5,057 +31%
NSIM
1208
North Star Investment Management
Illinois
$14.7M -$347K -511 -2%
PNC
1209
Park National Corp
Ohio
$14.7M -$114K -168 -0.8%
SAM
1210
Secure Asset Management
Michigan
$14.7M +$173K +255 +1%
PF
1211
PlanWiser Financial
Colorado
$14.7M +$1.81M +2,669 +14%
CCM
1212
Canal Capital Management
Virginia
$14.7M -$1.76M -2,587 -11%
IJWM
1213
Inman Jager Wealth Management
Mississippi
$14.7M +$1.6M +2,355 +12%
CAM
1214
Cobblestone Asset Management
Virginia
$14.6M +$97.1K +143 +0.7%
PTC
1215
Private Trust Company
Ohio
$14.6M -$1.56M -2,292 -10%
LCG
1216
Lakeshore Capital Group
Illinois
$14.6M -$352K -518 -2%
JFG
1217
JDM Financial Group
Texas
$14.6M -$678K -998 -4%
PW
1218
Pandora Wealth
Illinois
$14.6M +$41.4K +61 +0.3%
FAL
1219
Focused Alpha LLC
Colorado
$14.5M +$14.4M +21,192 New
TFS
1220
Thoroughbred Financial Services
Tennessee
$14.5M +$241K +355 +2%
PHAM
1221
Palisades Hudson Asset Management
Florida
$14.5M -$5.42M -7,982 -27%
KL
1222
Keenan LLC
Massachusetts
$14.4M +$14.3M +21,089 New
CFG
1223
Cosner Financial Group
Colorado
$14.4M -$86.2K -127 -0.6%
SR
1224
Syntax Research
Florida
$14.4M +$15.6K +23 +0.1%
BFA
1225
Bright Financial Advisors
Michigan
$14.4M +$673K +991 +5%