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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
HLCM
1651
Hi-Line Capital Management
South Dakota
$6.39M -$698K -1,028 -10%
SAW
1652
Signal Advisors Wealth
Michigan
$6.38M +$508K +748 +9%
SFM
1653
Signet Financial Management
New Jersey
$6.38M -$225K -332 -3%
CNB
1654
Camden National Bank
Maine
$6.37M +$4.59M +6,764 +266%
CIA
1655
Compass Ion Advisors
Pennsylvania
$6.36M -$134K -198 -2%
OFP
1656
OFC Financial Planning
New Jersey
$6.32M -$306K -450 -5%
FHC
1657
First Heartland Consultants
Missouri
$6.32M +$94.4K +139 +2%
JJBC
1658
James J. Burns & Company
New York
$6.31M -$40.1K -59 -0.6%
PAI
1659
Power Alpha Investment
British Virgin Islands
$6.3M +$6.25M +9,200 New
AFP
1660
ATX Financial Planning
Texas
$6.27M +$6.22M +9,160 New
BFW
1661
Brady Family Wealth
Missouri
$6.27M +$679 +1 +0%
MFG
1662
Magnus Financial Group
New York
$6.27M -$168K -247 -3%
WBC
1663
West Branch Capital
Massachusetts
$6.26M +$12.2K +18 +0.2%
CRI
1664
Commonwealth Retirement Investments
Virginia
$6.25M +$374K +551 +6%
FNWM
1665
Financial Network Wealth Management
Utah
$6.24M -$2.72K -4 -0%
TC
1666
Town Capital
Maryland
$6.23M +$6.18M +9,098 New
BDF
1667
Black Diamond Financial
Maryland
$6.23M +$31.2K +46 +0.5%
SFG
1668
Sunburst Financial Group
Alabama
$6.2M -$44.8K -66 -0.7%
ESB
1669
Essex Savings Bank
Connecticut
$6.2M +$318K +468 +5%
SCA
1670
Strathmore Capital Advisors
North Carolina
$6.2M -$188K -277 -3%
MPWS
1671
McCarter Private Wealth Services
Massachusetts
$6.19M +$794K +1,170 +15%
BPW
1672
BlueDoor Private Wealth
Massachusetts
$6.17M +$6.12M +9,009 New
SWM
1673
Stockman Wealth Management
Montana
$6.17M -$61.8K -91 -1%
T
1674
TrueFG
Texas
$6.15M -$27.8K -41 -0.5%
SFPG
1675
Stonebridge Financial Planning Group
Florida
$6.13M -$179K -264 -3%