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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
CASB
1401
Cape Ann Savings Bank
Massachusetts
$10.2M -$2.51M -3,693 -20%
TWA
1402
TCI Wealth Advisors
Arizona
$10.1M +$2.47M +3,643 +33%
MWM
1403
MY Wealth Management
Maryland
$10.1M -$416K -613 -4%
CA
1404
COFG Advisors
Illinois
$10.1M +$10M +14,764 New
MYIA
1405
Mount Yale Investment Advisors
Colorado
$10.1M +$6.41M +9,446 +178%
IMC
1406
Investment Management Corporation
Virginia
$10.1M -$679 -1 -0%
FGC
1407
First Growth Capital
Maryland
$10.1M +$9.84M +14,498 New
MFC
1408
Mechanics Financial Corp
Ohio
$10.1M +$115K +170 +1%
Russell Investments Group
1409
Russell Investments Group
United Kingdom
$10M +$252K +371 +3%
WPC
1410
Wedmont Private Capital
Pennsylvania
$10M +$104K +153 +1%
EPM
1411
Elm Partners Management
Pennsylvania
$10M -$61.1K -90 -0.6%
IIC
1412
Integrated Investment Consultants
Michigan
$9.99M -$2.68M -3,941 -21%
CCP
1413
Cassia Capital Partners
North Carolina
$9.98M -$361K -532 -4%
PMFA
1414
Plante Moran Financial Advisors
Michigan
$9.96M +$26.5K +39 +0.3%
BNMT
1415
Bawa N Mallick Trust
New York
$9.96M +$7.47K +11 +0.1%
PWA
1416
Pitcairn Wealth Advisors
Pennsylvania
$9.94M +$9.86M +14,513 New
JIC
1417
Joel Isaacson & Co
New York
$9.92M +$192K +283 +2%
JIP
1418
Jaffetilchin Investment Partners
Florida
$9.92M +$183K +270 +2%
AWM
1419
Apex Wealth Management
New Hampshire
$9.91M +$283K +417 +3%
IAIM
1420
International Assets Investment Management
Florida
$9.85M +$1.97M +2,907 +25%
QCM
1421
QRG Capital Management
Illinois
$9.78M +$1.8M +2,658 +23%
APG
1422
Abacus Planning Group
South Carolina
$9.75M +$185K +272 +2%
MPW
1423
MASECO Private Wealth
$9.74M +$9.65M +14,217 New
JSL
1424
JT Stratford LLC
Georgia
$9.73M +$2.06M +3,037 +27%
PCA
1425
Prosperity Capital Advisors
Ohio
$9.68M +$3.88M +5,707 +68%