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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
NWMG
1351
National Wealth Management Group
Ohio
$11M -$816K -1,202 -7%
PE
1352
PCM Encore
Colorado
$11M +$10.9M +16,019 New
SCM
1353
SOL Capital Management
Maryland
$11M -$134K -197 -1%
CIC
1354
Carnegie Investment Counsel
Ohio
$11M -$10.9K -16 -0.1%
Bank Julius Baer & Co
1355
Bank Julius Baer & Co
Switzerland
$10.9M -$536K -790 -5%
Luther King Capital Management (LKCM)
1356
Luther King Capital Management (LKCM)
Texas
$10.9M
IA
1357
IFC Advisors
California
$10.9M -$182K -268 -2%
BBWP
1358
Beacon Bridge Wealth Partners
Pennsylvania
$10.9M -$165K -243 -2%
WPP
1359
Whalerock Point Partners
Rhode Island
$10.9M +$93K +137 +0.9%
MC
1360
Moors & Cabot
Massachusetts
$10.9M +$1.01M +1,491 +10%
BP
1361
BWM Planning
Texas
$10.9M -$76.7K -113 -0.7%
TWP
1362
Tyche Wealth Partners
Texas
$10.9M +$2.09M +3,081 +24%
AWMM
1363
Aegis Wealth Management (Maryland)
Maryland
$10.9M -$1.95M -2,870 -15%
BC
1364
Bulwark Capital
Florida
$10.9M +$401K +591 +4%
MHIP
1365
Mountain Hill Investment Partners
New Jersey
$10.8M +$143K +210 +1%
VWM
1366
Venturi Wealth Management
Texas
$10.8M -$579K -853 -5%
SC
1367
Solstein Capital
California
$10.8M
BWM
1368
Boyd Wealth Management
California
$10.8M -$162K -238 -1%
HSA
1369
HBK Sorce Advisory
Pennsylvania
$10.8M +$1.64M +2,413 +18%
RWI
1370
Red Wave Investments
Pennsylvania
$10.8M -$91.7K -135 -0.9%
AWA
1371
Arete Wealth Advisors
Illinois
$10.8M -$906K -1,334 -8%
CWM
1372
Chesapeake Wealth Management
Virginia
$10.7M +$1.06M +1,568 +11%
NB
1373
Nicolet Bankshares
Wisconsin
$10.7M +$680K +1,002 +7%
MAM
1374
MMA Asset Management
Pennsylvania
$10.7M -$76.7K -113 -0.7%
MW
1375
Maia Wealth
Colorado
$10.6M -$72K -106 -0.7%