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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
WA
1451
WESPAC Advisors
California
$9.28M +$2.05M +3,026 +29%
EPW
1452
Endeavor Private Wealth
Kansas
$9.27M +$433K +637 +5%
CIC
1453
Cutler Investment Counsel
Oregon
$9.27M +$217K +319 +2%
AWP
1454
Avid Wealth Partners
Texas
$9.27M +$2.95M +4,342 +47%
SNB
1455
Security National Bank
Nebraska
$9.23M +$1.65M +2,437 +22%
CA
1456
Continuum Advisory
Idaho
$9.22M -$7.47K -11 -0.1%
TFCP
1457
Twin Focus Capital Partners
Massachusetts
$9.18M -$99.1K -146 -1%
MFG
1458
Mendota Financial Group
Wisconsin
$9.15M +$118K +174 +1%
CCA
1459
Coign Capital Advisors
Utah
$9.09M +$327K +482 +4%
RFPS
1460
Reality Financial Planning Services
Florida
$9.05M +$8.97M +13,212 New
WB
1461
West Bancorporation
Iowa
$9.03M -$115K -169 -1%
LHP
1462
Lexington Hill Partners
Texas
$9.01M +$8.94M +13,162 New
TPI
1463
Trust Point Inc
Wisconsin
$9M +$20.4K +30 +0.2%
MWM
1464
McMill Wealth Management
Nebraska
$8.99M -$99.1K -146 -1%
BFWA
1465
Benchmark Financial Wealth Advisors
Florida
$8.99M +$1.64M +2,420 +23%
HZ
1466
Hixon Zuercher
Ohio
$8.96M +$8.37M +12,330 +1,629%
SWA
1467
Strategic Wealth Advisors
Arizona
$8.96M +$8.88M +13,076 New
IRP
1468
Investment Research Partners
Pennsylvania
$8.96M +$160K +236 +2%
LG
1469
Leuthold Group
Minnesota
$8.95M -$832K -1,225 -9%
MCA
1470
MSH Capital Advisors
Arizona
$8.94M +$63.2K +93 +0.7%
CWM
1471
C2C Wealth Management
Arizona
$8.89M +$128K +188 +1%
AWM
1472
Able Wealth Management
New Jersey
$8.86M +$1.24M +1,830 +16%
PA
1473
Procyon Advisors
Connecticut
$8.86M +$168K +247 +2%
HI
1474
Horizon Investments
North Carolina
$8.79M +$2.59M +3,812 +42%
HWA
1475
HighRoad Wealth Advisors
Oregon
$8.79M +$8.71M +12,830 New