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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
ANBT
1301
American National Bank & Trust
Texas
$12.1M -$18.3K -27 -0.2%
TRIA
1302
Trail Ridge Investment Advisors
Colorado
$12.1M +$224K +330 +2%
AA
1303
Argent Advisors
Louisiana
$12M -$95.7K -141 -0.8%
MWM
1304
MBE Wealth Management
Wisconsin
$12M -$141K -208 -1%
RWP
1305
Revolve Wealth Partners
New Jersey
$12M -$1.29M -1,896 -10%
CAL
1306
Capital Advisors Ltd
Ohio
$12M +$9.99M +14,712 +530%
RC
1307
Roundview Capital
New Jersey
$11.9M +$316K +465 +3%
MIA
1308
MainStreet Investment Advisors
Illinois
$11.9M -$1.69M -2,487 -13%
AWM
1309
Activest Wealth Management
Florida
$11.9M +$3.67M +5,404 +45%
GKIM
1310
GW&K Investment Management
Massachusetts
$11.9M -$577K -849 -5%
NFSG
1311
Newbridge Financial Services Group
Florida
$11.9M +$1.4M +2,058 +13%
GP
1312
Geneva Partners
Wisconsin
$11.8M +$104K +153 +0.9%
TAFW
1313
Tred Avon Family Wealth
Maryland
$11.8M +$571K +841 +5%
DC
1314
Davenport & Co
Virginia
$11.7M -$84.9K -125 -0.7%
FPCG
1315
Forum Private Client Group
Indiana
$11.7M +$71.3K +105 +0.6%
AM
1316
AGF Management
Ontario, Canada
$11.7M -$98.5K -145 -0.8%
GCM
1317
Granby Capital Management
Florida
$11.6M
ARG
1318
Advisory Resource Group
Oklahoma
$11.6M -$105K -154 -0.9%
TFA
1319
Transamerica Financial Advisors
Florida
$11.6M +$1.07M +1,571 +10%
MWM
1320
Mosley Wealth Management
California
$11.6M +$11.6M +17,104 New
UB
1321
Umpqua Bank
Oregon
$11.6M -$885K -1,303 -7%
SF
1322
Symphony Financial
Texas
$11.5M +$257K +379 +2%
WF
1323
Wayfinding Financial
Washington
$11.5M -$310K -456 -3%
RFA
1324
Reyes Financial Architecture
California
$11.5M +$10.8M +15,862 +1,706%
NAG
1325
Northstar Advisory Group
New Jersey
$11.5M -$69.9K -103 -0.6%