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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
WIA
1501
Wealthedge Investment Advisors
New York
$8.29M -$74.7K -110 -0.9%
CWS
1502
Confluence Wealth Services
Pennsylvania
$8.28M +$2.9M +4,274 +55%
CWP
1503
Cornerstone Wealth Partners
Michigan
$8.27M +$8.2M +12,076 New
BWMG
1504
Barnes Wealth Management Group
California
$8.25M +$166K +245 +2%
JCM
1505
Jacobi Capital Management
Pennsylvania
$8.25M -$109K -161 -1%
SIC
1506
Sterling Investment Counsel
New York
$8.24M +$134K +198 +2%
LOWM
1507
Laurel Oak Wealth Management
New Jersey
$8.24M +$8.17M +12,030 New
UCB
1508
United Community Bank
South Carolina
$8.24M -$10.2M -14,980 -55%
FFS
1509
Fortress Financial Solutions
Arizona
$8.24M +$538K +792 +7%
SMA
1510
Sage Mountain Advisors
Georgia
$8.21M -$8.15K -12 -0.1%
LIA
1511
Luken Investment Analytics
Tennessee
$8.2M -$215K -316 -3%
LFG
1512
Larson Financial Group
Missouri
$8.16M +$105K +154 +1%
SWM
1513
Scissortail Wealth Management
Oklahoma
$8.15M -$79.5K -117 -1%
OAC
1514
OMERS Administration Corp
Ontario, Canada
$8.15M
WMWM
1515
Wilkins Miller Wealth Management
Alabama
$8.15M -$36K -53 -0.4%
KIA
1516
KCM Investment Advisors
California
$8.14M -$251K -369 -3%
KOC
1517
Koss-Olinger Consulting
Florida
$8.12M -$550K -810 -6%
PWP
1518
Prasad Wealth Partners
Ohio
$8.09M -$74K -109 -0.9%
TS
1519
TradeWell Securities
Indiana
$8.09M -$65.2K -96 -0.8%
CCG
1520
Catalina Capital Group
California
$8.08M +$233K +343 +3%
CIR
1521
Clear Investment Research
Georgia
$8.07M -$250K -368 -3%
GG
1522
Greenwood Gearhart
Arkansas
$8.07M -$1.48M -2,184 -16%
CPG
1523
Cornerstone Planning Group
New Jersey
$8.06M +$477K +702 +6%
CWP
1524
Curated Wealth Partners
California
$8.06M +$1.49M +2,197 +23%
SAM
1525
Strategy Asset Managers
California
$8.04M +$1.25M +1,840 +19%