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iShares Core S&P 500 ETF

3,998 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 466 funds opening new positions, 1,687 increasing their positions, 1,378 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

628% more first-time investments, than exits

New positions opened: 466 | 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: 3,6733,998 (+325)

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
3,998
Holders Change
+325
Holders Change %
+8.85%
% of All Funds
48.63%
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
466
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
HFO
1601
Heritage Family Offices
Arizona
$7M +$868K +1,278 +14%
BWA
1602
BlueChip Wealth Advisors
Georgia
$6.99M -$279K -411 -4%
SC
1603
Steph & Co
Wisconsin
$6.96M +$86.2K +127 +1%
FWP
1604
Firethorn Wealth Partners
Georgia
$6.96M -$187K -276 -3%
GCA
1605
Gallagher Capital Advisors
Texas
$6.94M -$6.11K -9 -0.1%
PWM
1606
Power Wealth Management
Georgia
$6.9M -$31.2K -46 -0.5%
XPN
1607
XY Planning Network
Montana
$6.86M -$2.06M -3,037 -23%
BWA
1608
Bestgate Wealth Advisors
Maryland
$6.86M -$135K -199 -2%
ITB
1609
Idaho Trust Bank
Idaho
$6.85M -$968K -1,425 -12%
BPC
1610
Banque Pictet & Cie
Switzerland
$6.84M +$937K +1,380 +16%
KPWM
1611
KDK Private Wealth Management
Texas
$6.83M -$89K -131 -1%
NC
1612
NovaPoint Capital
Georgia
$6.83M -$51.6K -76 -0.8%
DWP
1613
Daymark Wealth Partners
Ohio
$6.82M -$861K -1,268 -11%
AAS
1614
Annex Advisory Services
Wisconsin
$6.8M +$184K +271 +3%
VPW
1615
Variant Private Wealth
Virginia
$6.8M -$144K -212 -2%
HP
1616
Holistic Planning
Texas
$6.79M +$414K +610 +7%
SOS
1617
Silver Oak Securities
Tennessee
$6.79M -$503K -741 -7%
LSPW
1618
Lake Street Private Wealth
Illinois
$6.76M -$10.2K -15 -0.2%
SWM
1619
Selective Wealth Management
Virginia
$6.75M -$856K -1,261 -11%
SWM
1620
SK Wealth Management
Rhode Island
$6.74M +$17K +25 +0.3%
LFAS
1621
Level Four Advisory Services
Texas
$6.7M +$237K +349 +4%
JHC
1622
J. Hagan Capital
Kentucky
$6.69M +$4.47M +6,587 +207%
WAG
1623
Windsor Advisory Group
Ohio
$6.68M
PFBT
1624
Parkside Financial Bank & Trust
Missouri
$6.68M +$49.6K +73 +0.8%
UFA
1625
Unify Financial Advisors
Florida
$6.67M +$6.61M +9,740 New