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iShares Core S&P 500 ETF

3,936 hedge funds and large institutions have $585B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 428 funds opening new positions, 1,675 increasing their positions, 1,369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

8% more funds holding

Funds holding: 3,6553,936 (+281)

0.59% less ownership

Funds ownership: 79.3%78.71% (-0.59%)

15% less call options, than puts

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

Holders
3,936
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,255
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.14B
Puts
$2.53B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
1301
Forum Private Client Group
Indiana
$11.7M
AM
1302
AGF Management
Ontario, Canada
$11.7M
GCM
1303
Granby Capital Management
Florida
$11.6M
ARG
1304
Advisory Resource Group
Oklahoma
$11.6M
TFA
1305
Transamerica Financial Advisors
Florida
$11.6M
MWM
1306
Mosley Wealth Management
California
$11.6M
UB
1307
Umpqua Bank
Oregon
$11.6M
SF
1308
Symphony Financial
Texas
$11.5M
WF
1309
Wayfinding Financial
Washington
$11.5M
RFA
1310
Reyes Financial Architecture
California
$11.5M
NAG
1311
Northstar Advisory Group
New Jersey
$11.5M
ODIJL
1312
One Day In July LLC
Vermont
$11.5M
PP
1313
Postrock Partners
Oregon
$11.5M
CWM
1314
Connecticut Wealth Management
Connecticut
$11.4M
MPW
1315
MA Private Wealth
California
$11.4M
IA
1316
IFG Advisory
Georgia
$11.4M
NP
1317
Nilsine Partners
Colorado
$11.3M
TW
1318
ticino wealth
California
$11.3M
JA
1319
JVL Associates
Michigan
$11.3M
CFA
1320
Churchill Financial Advisors
Kentucky
$11.3M
CWAI
1321
Core Wealth Advisors (Indiana)
Indiana
$11.3M
GPA
1322
Garrison Point Advisors
California
$11.2M
MF
1323
Montis Financial
Massachusetts
$11.2M
MWM
1324
MinichMacGregor Wealth Management
New York
$11.2M
GS
1325
GTS Securities
New York
$11.2M