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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
DWA
1476
Davis Wealth Advisors
New Hampshire
$8.66M +$8.59M +12,643 New
KF
1477
Krilogy Financial
Missouri
$8.64M +$71.3K +105 +0.9%
KGP
1478
Keystone Global Partners
Colorado
$8.63M -$59.1K -87 -0.7%
FW
1479
Fidato Wealth
Ohio
$8.57M -$553K -814 -6%
SFP
1480
Sterling Financial Planning
New Jersey
$8.56M -$80.8K -119 -0.9%
GVCM
1481
Global View Capital Management
Wisconsin
$8.55M +$4.05M +5,966 +92%
QP
1482
Quartz Partners
New York
$8.54M +$251K +370 +3%
SL
1483
Salomon & Ludwin
Virginia
$8.53M -$79.5K -117 -0.9%
BFA
1484
Blueprint Financial Advisors
North Carolina
$8.53M +$218K +321 +3%
WT
1485
Washington Trust
Rhode Island
$8.52M +$48.2K +71 +0.6%
BC
1486
Barrett & Company
Rhode Island
$8.52M +$44.8K +66 +0.5%
KFGK
1487
Keystone Financial Group (Kentucky)
Kentucky
$8.51M -$306K -450 -3%
FCC
1488
Flower City Capital
New York
$8.49M -$63.2K -93 -0.7%
FFC
1489
First Financial Corp
Indiana
$8.48M
WA
1490
WPG Advisers
Maryland
$8.48M +$1.81M +2,667 +27%
IFA
1491
Index Fund Advisors
California
$8.43M -$176K -259 -2%
PTP
1492
Platform Technology Partners
New York
$8.42M +$62.5K +92 +0.8%
LCWP
1493
Legacy Capital Wealth Partners
Arkansas
$8.4M -$614K -904 -7%
CT
1494
Clearstead Trust
Maine
$8.39M -$2.21M -3,258 -21%
DWM
1495
DeLarme Wealth Management
California
$8.37M +$8.3M +12,217 New
RWM
1496
Riverbend Wealth Management
South Carolina
$8.35M -$36.7K -54 -0.4%
PCM
1497
Palisade Capital Management
New Jersey
$8.33M +$4.24M +6,241 +105%
RFP
1498
RCS Financial Planning
Maryland
$8.32M +$19.7K +29 +0.2%
BIG
1499
Brooklyn Investment Group
New York
$8.3M +$5.81M +8,552 +247%
AIC
1500
Allodium Investment Consultants
Minnesota
$8.3M +$248K +365 +3%