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iShares Core S&P 500 ETF

3,997 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, 1,377 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: 1,377

12% more capital invested

Capital invested by funds: $526B → $587B (+$61.6B)

9% more funds holding in top 10

Funds holding in top 10: 1,1721,276 (+104)

9% more funds holding

Funds holding: 3,6723,997 (+325)

0.54% less ownership

Funds ownership: 79.51%78.97% (-0.54%)

15% less call options, than puts

Call options by funds: $2.14B | Put options by funds: $2.53B

Holders
3,997
Holders Change
+325
Holders Change %
+8.85%
% of All Funds
48.62%
Holding in Top 10
1,276
Holding in Top 10 Change
+104
Holding in Top 10 Change %
+8.87%
% of All Funds
15.52%
New
466
Increased
1,687
Reduced
1,377
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
FWA
1226
FOCUS Wealth Advisors
Texas
$14.3M
RW
1227
REDW Wealth
New Mexico
$14.3M -$318K -468 -2%
KA
1228
Kooman & Associates
Pennsylvania
$14.3M +$27.2K +40 +0.2%
LNWTC
1229
Laird Norton Wetherby Trust Company
Washington
$14.2M +$14.1M +20,767 New
BHWM
1230
Beaird Harris Wealth Management
Texas
$14.2M +$470K +692 +3%
GFA
1231
Godfrey Financial Associates
New York
$14.2M +$14.1M +20,725 New
DWM
1232
DecisionMap Wealth Management
Virginia
$14.2M +$2.64M +3,885 +23%
CAM
1233
Concorde Asset Management
Michigan
$14.2M +$472K +695 +3%
TBC
1234
Ted Buchan & Co
California
$14.1M +$138K +203 +1%
DA
1235
Doliver Advisors
Texas
$14.1M -$703K -1,035 -5%
CCA
1236
Cypress Capital Advisors
Tennessee
$14.1M -$1.14M -1,681 -8%
JF
1237
Jump Financial
Illinois
$14.1M +$13.9M +20,538 New
FCA
1238
Fortis Capital Advisors
Kansas
$14.1M +$1.23M +1,816 +10%
SWP
1239
Strategic Wealth Partners
Ohio
$14M +$141K +207 +1%
Koshinski Asset Management
1240
Koshinski Asset Management
Illinois
$14M -$352K -518 -2%
ES
1241
Eagle Strategies
New York
$13.9M +$856K +1,260 +7%
CAG
1242
Csenge Advisory Group
Florida
$13.9M +$213K +314 +2%
TA
1243
TFB Advisors
Kansas
$13.9M +$4.95M +7,285 +56%
MCC
1244
Money Concepts Capital
Florida
$13.9M -$17K -25 -0.1%
GS
1245
GWN Securities
Florida
$13.9M +$847K +1,247 +7%
BIS
1246
BG Investment Services
Guam
$13.9M -$333K -491 -2%
GEA
1247
Glen Eagle Advisors
New Jersey
$13.9M +$996K +1,467 +8%
CW
1248
CrossGen Wealth
North Carolina
$13.9M +$13.8M +20,260 New
OBWA
1249
Oak Barrel Wealth Advisory
Virginia
$13.9M +$13.8M +20,260 New
PIA
1250
Polaris Investment Advisors
Massachusetts
$13.9M +$13.7M +20,244 New