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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
WP
1551
WealthSpring Partners
California
$7.64M +$7.57M +11,155 New
TCM
1552
Triumph Capital Management
Colorado
$7.62M +$815K +1,200 +12%
AFC
1553
Avise Financial Cooperative
California
$7.61M +$7.54M +11,104 New
FAM
1554
Forte Asset Management
New York
$7.58M -$72K -106 -0.9%
RPGK
1555
Retirement Planning Group (Kansas)
Kansas
$7.57M +$1.36K +2 +0%
DWM
1556
DKM Wealth Management
California
$7.56M +$274K +404 +4%
TC
1557
TFR Capital
Texas
$7.56M +$89.6K +132 +1%
BC
1558
Burney Company
Virginia
$7.54M +$5.83M +8,592 +356%
SIC
1559
Salem Investment Counselors
North Carolina
$7.49M -$81.5K -120 -1%
NWM
1560
Navigoe Wealth Management
California
$7.47M +$15.6K +23 +0.2%
RW
1561
Rede Wealth
Virginia
$7.47M +$2.82M +4,154 +62%
WCG
1562
Wall Capital Group
Arizona
$7.45M +$7.39M +10,878 New
N
1563
Nuveen
North Carolina
$7.45M -$31.2K -46 -0.4%
MFP
1564
Meramec Financial Planners
Missouri
$7.44M +$7.28M +10,728 New
TCWA
1565
Turtle Creek Wealth Advisors
Texas
$7.44M +$2.55M +3,751 +53%
PCM
1566
Presidio Capital Management
California
$7.43M +$514K +757 +7%
PP
1567
PFS Partners
New Jersey
$7.43M -$84.9K -125 -1%
MFP
1568
Meridian Financial Partners
Virginia
$7.42M -$55.7K -82 -0.8%
RT
1569
Rockland Trust
Massachusetts
$7.42M +$2.72K +4 +0%
BB
1570
Busey Bank
Illinois
$7.4M -$358K -527 -5%
CCA
1571
Cadent Capital Advisors
Oklahoma
$7.38M +$524K +771 +8%
5W
1572
5T Wealth
California
$7.37M -$73.3K -108 -1%
IWB
1573
Innovative Wealth Building
Maryland
$7.36M +$237K +349 +3%
FWI
1574
Facet Wealth Inc
Maryland
$7.36M +$1.22M +1,802 +21%
CPA
1575
Cardiff Park Advisors
California
$7.34M +$14.3K +21 +0.2%