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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
HWM
1526
Hohimer Wealth Management
Washington
$8.03M -$63.2K -93 -0.8%
EI
1527
EFG International
$8.02M +$7.95M +11,706 New
TC
1528
Trust Company
Kansas
$8.02M +$188K +277 +2%
AWA
1529
Asempa Wealth Advisors
Louisiana
$8M +$7.93M +11,677 New
GWS
1530
Greykasell Wealth Strategies
California
$7.98M +$769K +1,133 +11%
WP
1531
Westmount Partners
California
$7.93M -$37.3K -55 -0.5%
ICP
1532
Interchange Capital Partners
Pennsylvania
$7.93M +$60.4K +89 +0.8%
GWP
1533
Gen-Wealth Partners
Michigan
$7.88M +$1.03M +1,519 +15%
SSW
1534
Stone Summit Wealth
Florida
$7.87M +$46.9K +69 +0.6%
ACP
1535
Arcus Capital Partners
Georgia
$7.85M +$61.8K +91 +0.8%
FWP
1536
FAS Wealth Partners
Kansas
$7.85M +$2.39M +3,518 +44%
LA
1537
Lifeworks Advisors
Michigan
$7.82M +$504K +742 +7%
TCA
1538
Transcend Capital Advisors
New Jersey
$7.8M -$4.51M -6,639 -37%
TCOV
1539
Trust Company of Vermont
Vermont
$7.78M +$367K +540 +5%
LWM
1540
Lakeridge Wealth Management
Ohio
$7.78M +$14.3K +21 +0.2%
PG
1541
Patten Group
Tennessee
$7.77M +$227K +334 +3%
BAMG
1542
Brand Asset Management Group
Missouri
$7.75M -$9.51K -14 -0.1%
WCM
1543
Winthrop Capital Management
Indiana
$7.75M -$649K -955 -8%
BPWM
1544
Badgley Phelps Wealth Managers
Washington
$7.73M +$349K +514 +5%
FWP
1545
Forefront Wealth Partners
Texas
$7.71M -$1.73M -2,544 -18%
ASW
1546
Astoria Strategic Wealth
Texas
$7.7M +$84.9K +125 +1%
BFC
1547
Bedel Financial Consulting
Indiana
$7.7M -$108K -159 -1%
HT
1548
Heritage Trust
Oklahoma
$7.67M +$190K +280 +3%
IF
1549
Intrua Financial
Texas
$7.65M -$50.9K -75 -0.7%
CFGW
1550
Chancellor Financial Group WB
Pennsylvania
$7.64M -$131K -193 -2%