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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
IAS
1376
Integrity Advisory Solutions
Texas
$10.6M +$712K +1,048 +7%
SGK
1377
Steigerwald Gordon & Koch
Virginia
$10.6M +$107K +157 +1%
CF
1378
CBM Financial
Texas
$10.6M +$10.4M +15,361 New
WCM
1379
WLTH Capital Management
Arizona
$10.5M +$10.5M +15,405 New
MBWA
1380
Marin Bay Wealth Advisors
California
$10.5M +$10.4M +15,334 New
NL
1381
NEPC LLC
Massachusetts
$10.5M +$77.4K +114 +0.7%
BWP
1382
Baldwin Wealth Partners
Massachusetts
$10.5M -$515K -759 -5%
MWAM
1383
Manhattan West Asset Management
California
$10.5M -$805K -1,185 -7%
GM
1384
GeoWealth Management
Illinois
$10.4M -$2.78M -4,091 -21%
SL
1385
SFM LLC
New Hampshire
$10.4M -$110K -162 -1%
LF
1386
Lighthouse Financial
Florida
$10.4M -$14.9K -22 -0.1%
RWM
1387
Rialto Wealth Management
New York
$10.4M +$317K +467 +3%
EC
1388
EdgeRock Capital
Colorado
$10.4M -$247K -364 -2%
AFA
1389
Allium Financial Advisors
Oregon
$10.4M -$439K -647 -4%
SB
1390
Strategic Blueprint
Georgia
$10.3M -$7.04M -10,365 -41%
LEA
1391
Legacy Edge Advisors
New York
$10.3M +$10.2M +15,092 New
WPC
1392
White Pine Capital
Minnesota
$10.3M -$93K -137 -0.9%
CD
1393
Chapin Davis
Maryland
$10.3M -$129K -190 -1%
AI
1394
Arrien Investments
Idaho
$10.3M -$335K -493 -3%
AWM
1395
Aprio Wealth Management
Georgia
$10.3M +$415K +611 +5%
AA
1396
Armis Advisers
Georgia
$10.3M -$4.97M -7,326 -32%
SMAM
1397
Sugar Maple Asset Management
Wisconsin
$10.3M -$147K -216 -1%
MSA
1398
Marathon Strategic Advisors
Pennsylvania
$10.3M -$809K -1,191 -7%
MF
1399
Meridian Financial
Massachusetts
$10.3M -$105K -154 -1%
AAMC
1400
Asset Allocation & Management Company
Illinois
$10.2M -$593K -873 -6%