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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
YLHM
1426
Yelin Lapidot Holdings Management
Israel
$9.67M +$371K +546 +4%
EFG
1427
Ethos Financial Group
Pennsylvania
$9.66M +$143K +211 +2%
UBS AM
1428
UBS AM
Illinois
$9.6M +$4.32M +6,363 +83%
FA
1429
FDx Advisors
Illinois
$9.59M +$2.75M +4,051 +41%
Calamos Advisors
1430
Calamos Advisors
Illinois
$9.57M -$529K -779 -5%
EA
1431
Emerald Advisors
Washington
$9.57M +$1.15M +1,700 +14%
NG
1432
NatWest Group
United Kingdom
$9.57M
HNB
1433
Hilltop National Bank
Wyoming
$9.56M +$91K +134 +1%
WWC
1434
Waypoint Wealth Counsel
Georgia
$9.54M +$46.9K +69 +0.5%
PAI
1435
Pittenger & Anderson Inc
Nebraska
$9.45M +$91K +134 +1%
LSIA
1436
LaSalle St. Investment Advisors
Illinois
$9.43M +$1.11M +1,636 +13%
FFA
1437
Founders Financial Alliance
North Carolina
$9.41M -$412K -606 -4%
EMCIP
1438
Ewing Morris & Co Investment Partners
Ontario, Canada
$9.41M +$955K +1,406 +12%
PAG
1439
Private Advisory Group
Washington
$9.4M -$289K -426 -3%
SIC
1440
Shoker Investment Counsel
Ohio
$9.4M +$89.6K +132 +1%
NCM
1441
Nelson Capital Management
California
$9.37M -$57.7K -85 -0.6%
PPWM
1442
Perissos Private Wealth Management
Oklahoma
$9.36M -$206K -304 -2%
Polen Capital Management
1443
Polen Capital Management
Florida
$9.36M +$9.28M +13,669 New
KW
1444
KWB Wealth
California
$9.35M +$403K +594 +5%
IIC
1445
Ironwood Investment Counsel
Arizona
$9.35M -$363K -534 -4%
1CP
1446
1015 Capital Partners
Pennsylvania
$9.33M +$9.25M +13,621 New
SP
1447
Successful Portfolios
Florida
$9.31M +$1.01M +1,480 +12%
GWA
1448
Genesis Wealth Advisors
Massachusetts
$9.31M -$90.3K -133 -1%
PIA
1449
Perennial Investment Advisors
California
$9.29M -$110K -162 -1%
AC
1450
AWM Capital
Arizona
$9.28M +$2.04K +3 +0%