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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
SAM
1576
S.A. Mason
Michigan
$7.33M +$53K +78 +0.7%
WETS
1577
Wealth Enhancement Trust Services
South Dakota
$7.31M +$7.24M +10,667 New
EL
1578
EWA LLC
Pennsylvania
$7.31M +$4.18M +6,152 +136%
TCG
1579
Transcendent Capital Group
Oklahoma
$7.3M -$132K -194 -2%
NG
1580
Norden Group
Utah
$7.29M -$873K -1,285 -11%
PI
1581
PFG Investments
New York
$7.28M -$139K -205 -2%
RP
1582
Riverwater Partners
Wisconsin
$7.26M +$3.22M +4,741 +81%
MCCP
1583
Mission Creek Capital Partners
California
$7.24M -$229K -337 -3%
BHBT
1584
Burke & Herbert Bank & Trust
Virginia
$7.22M -$369K -544 -5%
RWA
1585
Redhawk Wealth Advisors
Minnesota
$7.17M +$890K +1,310 +14%
JAG
1586
Journey Advisory Group
Kentucky
$7.16M +$409K +603 +6%
LWL
1587
Leo Wealth LLC
Texas
$7.16M +$2.64M +3,889 +59%
FFB
1588
First Financial Bankshares
Texas
$7.14M -$1.13M -1,660 -14%
WAL
1589
W Advisors LLC
Tennessee
$7.14M +$16.3K +24 +0.2%
LBC
1590
Lane Brothers & Co
Arizona
$7.12M +$7.06M +10,400 New
HFRG
1591
Houlihan Financial Resource Group
Virginia
$7.12M +$3.35M +4,931 +92%
PB
1592
Pinnacle Bancorp
Nebraska
$7.11M +$2.04K +3 +0%
ZIG
1593
Zurich Insurance Group
Switzerland
$7.09M
WF
1594
WinCap Financial
Massachusetts
$7.08M +$940K +1,385 +15%
CMBA
1595
C.M. Bidwell & Associates
Hawaii
$7.08M +$21.1K +31 +0.3%
CLIP
1596
Colter Lewis Investment Partners
Connecticut
$7.07M +$7.01M +10,328 New
ACG
1597
Allen Capital Group
Nebraska
$7.07M -$120K -176 -2%
RWP
1598
Ridgecrest Wealth Partners
California
$7.06M -$1.19M -1,754 -15%
ISWM
1599
Independent Solutions Wealth Management
New York
$7.06M +$982K +1,446 +16%
SC
1600
Sepio Capital
Utah
$7.01M +$5.94M +8,744 +584%