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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
B
1676
Bayban
Minnesota
$6.11M +$6.06M +8,927 New
TIAM2
1677
Tru Independence Asset Management 2
Oregon
$6.11M +$1.14M +1,675 +23%
AF
1678
Affiance Financial
Minnesota
$6.1M -$117K -172 -2%
KCP
1679
Kera Capital Partners
California
$6.09M -$259K -382 -4%
OP
1680
ORG Partners
Indiana
$6.08M +$547K +806 +10%
VA
1681
Vident Advisory
Georgia
$6.08M -$327K -482 -5%
DWM
1682
Defined Wealth Management
Oregon
$6.07M
AT
1683
American Trust
Kentucky
$6.05M -$1.19M -1,747 -17%
JPWM
1684
Jamison Private Wealth Management
Georgia
$6.05M +$284K +418 +5%
GGS
1685
Galvin Gaustad & Stein
Arizona
$6.04M +$1.16M +1,705 +24%
DWM
1686
Dogwood Wealth Management
Kansas
$6.01M
TWP
1687
Tempus Wealth Planning
California
$5.99M -$101K -149 -2%
VAM
1688
Verity Asset Management
North Carolina
$5.99M -$5.54M -8,164 -48%
WAOI
1689
Wealth Advisors of Iowa
Iowa
$5.97M -$4.07K -6 -0.1%
QPWM
1690
Quadrant Private Wealth Management
Pennsylvania
$5.97M +$101K +149 +2%
NB
1691
NBT Bank
New York
$5.96M +$574K +845 +17%
KCM
1692
Kennicott Capital Management
California
$5.95M +$21.7K +32 +0.4%
PG
1693
Prostatis Group
Maryland
$5.95M -$1.16M -1,708 -16%
FCM
1694
Fortis Capital Management
Washington
$5.95M +$2.59M +3,816 +78%
JRPCML
1695
J. R. Prunier Capital Management LLC
Massachusetts
$5.94M +$5.89M +8,669 New
SJIM
1696
St. Johns Investment Management
Florida
$5.94M -$427K -629 -7%
FP
1697
Fiduciary Planning
Florida
$5.93M +$72K +106 +1%
PI
1698
Pachira Investments
California
$5.91M -$857K -1,262 -13%
PWA
1699
Perspective Wealth Advisors
Colorado
$5.91M +$5.86M +8,635 New
GA
1700
GSG Advisors
New Jersey
$5.91M -$2.72K -4 -0%