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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
BBPWM
1626
Blue Bell Private Wealth Management
Pennsylvania
$6.65M +$65.2K +96 +1%
AFA
1627
AA Financial Advisors
Ohio
$6.65M +$545K +802 +9%
LWMNY
1628
Landmark Wealth Management (New York)
New York
$6.63M +$78.8K +116 +1%
PCA
1629
PMV Capital Advisers
Texas
$6.62M +$342K +504 +5%
GSEP
1630
Golden State Equity Partners
California
$6.62M +$852K +1,254 +15%
GLLW
1631
Graves Light Lenhart Wealth
Virginia
$6.61M -$10.2K -15 -0.2%
MCI
1632
MRP Capital Investments
Georgia
$6.61M -$1.07M -1,576 -14%
IIM
1633
InTrack Investment Management
Vermont
$6.6M -$40.7K -60 -0.6%
VF
1634
Vawter Financial
Ohio
$6.6M +$202K +298 +3%
WSFG
1635
Wall Street Financial Group
Illinois
$6.59M -$232K -341 -3%
SFC
1636
Strategic Financial Concepts
Texas
$6.58M +$4.63M +6,820 +244%
FG
1637
Fiduciary Group
Georgia
$6.56M +$965K +1,421 +17%
KP
1638
Keel Point
Alabama
$6.54M +$1.19M +1,749 +22%
VW
1639
Vantus Wealth
Pennsylvania
$6.53M +$6.47M +9,528 New
HH
1640
Hilltop Holdings
Texas
$6.52M +$211K +310 +3%
GWS
1641
Glassman Wealth Services
Virginia
$6.5M -$259K -382 -4%
MSAGDF
1642
Moneda SA Administradora General de Fondos
Chile
$6.49M +$530K +780 +9%
MW
1643
Merited Wealth
Florida
$6.48M +$6.43M +9,463 New
1NWS
1644
1 North Wealth Services
Maryland
$6.47M +$2.03M +2,984 +46%
GIA
1645
Guyasuta Investment Advisors
Pennsylvania
$6.46M -$497K -732 -7%
RPCA
1646
Running Point Capital Advisors
California
$6.46M +$3.61M +5,313 +129%
TH
1647
TCTC Holdings
Texas
$6.43M -$38.7K -57 -0.6%
FCA
1648
FLC Capital Advisors
California
$6.42M -$10.2K -15 -0.2%
FFM
1649
Forum Financial Management
Illinois
$6.42M +$217K +319 +4%
EP
1650
Essential Planning
New Hampshire
$6.41M +$319K +470 +5%