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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 465 funds opening new positions, 1,687 increasing their positions, 1,378 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

22% more repeat investments, than reductions

Existing positions increased: 1,687 | Existing positions reduced: 1,378

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: 3,6733,997 (+324)

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
+324
Holders Change %
+8.82%
% 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
465
Increased
1,687
Reduced
1,378
Closed
64
Calls
$2.14B
Puts
$2.53B
Net Calls
-$387M
Net Calls Change
-$666M
Name Holding Trade Value Shares
Change
Change in
Stake
FFS
1276
Founders Financial Securities
Maryland
$13M +$3.34M +4,915 +35%
EWA
1277
Etesian Wealth Advisors
Oregon
$13M +$91K +134 +0.7%
WJWM
1278
Williams Jones Wealth Management
New York
$13M +$1.77M +2,602 +16%
AF
1279
ASL Financial
California
$13M +$12.9M +18,983 New
GWP
1280
Gateway Wealth Partners
Wisconsin
$13M +$1.24M +1,827 +11%
NS
1281
NBC Securities
Alabama
$13M +$54.3K +80 +0.4%
YDMI
1282
Y.D. More Investments
Israel
$13M +$1.05M +1,545 +9%
SI
1283
Stephens Inc
Arkansas
$12.9M +$2.46M +3,623 +24%
IAS
1284
Insigneo Advisory Services
Florida
$12.9M -$680K -1,001 -5%
PWP
1285
Precedent Wealth Partners
Texas
$12.8M -$337K -496 -3%
AWA
1286
Archvest Wealth Advisors
California
$12.7M +$486K +715 +4%
WMA
1287
Wealth Management Associates
New Jersey
$12.7M -$170K -250 -1%
OWCM
1288
One Wealth Capital Management
Arizona
$12.6M -$121K -178 -1%
NAS
1289
Nicolet Advisory Services
Wisconsin
$12.6M +$112K +165 +0.9%
HGWM
1290
Horst & Graben Wealth Management
Oregon
$12.6M -$75.4K -111 -0.6%
WF
1291
Welch & Forbes
Massachusetts
$12.6M +$604K +890 +5%
IW
1292
Instrumental Wealth
Florida
$12.5M +$2.3M +3,388 +23%
BCWM
1293
Bartlett & Co Wealth Management
Ohio
$12.5M +$123K +181 +1%
SB
1294
Simmons Bank
Arkansas
$12.4M +$113K +167 +0.9%
TVM
1295
True Vision MN
Minnesota
$12.4M +$8.83K +13 +0.1%
SC
1296
Sapient Capital
Indiana
$12.4M +$987K +1,453 +9%
NYLIM
1297
New York Life Investment Management
New York
$12.3M +$4.61M +6,792 +61%
LI
1298
Louisbourg Investments
New Brunswick, Canada
$12.2M -$353K -520 -3%
VCA
1299
Verdence Capital Advisors
Maryland
$12.2M +$413K +608 +4%
YAIA
1300
Yanni & Associates Investment Advisors
Pennsylvania
$12.1M +$12M +17,675 New