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iShares Core S&P 500 ETF

3,999 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: 3,6743,999 (+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
3,999
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
1IA
1701
1834 Investment Advisors
Wisconsin
$5.91M -$115K -170 -2%
NHC
1702
Nicholas Hoffman & Company
Georgia
$5.91M -$2.72K -4 -0%
CCWM
1703
Cassaday & Co Wealth Management
Virginia
$5.87M +$248K +365 +4%
VPIM
1704
Vanguard Personalized Indexing Management
California
$5.85M +$198K +292 +4%
QWM
1705
Quadcap Wealth Management
Texas
$5.85M +$9.51K +14 +0.2%
DWM
1706
Daner Wealth Management
Georgia
$5.83M +$56.4K +83 +1%
PA
1707
PW Advisors
Florida
$5.83M +$5.78M +8,507 New
KL
1708
KWMG LLC
Kansas
$5.83M -$20.4K -30 -0.4%
LAS
1709
Legacy Advisory Services
Pennsylvania
$5.82M +$57K +84 +1%
BOJHT
1710
Bank of Jackson Hole Trust
Wyoming
$5.82M +$638K +940 +12%
PRAG
1711
Portfolio Resources Advisor Group
Florida
$5.81M +$5.76M +8,485 New
ACA
1712
Atlas Capital Advisors
Wyoming
$5.81M +$5.76M +8,483 New
JFGLC
1713
Johnson Financial Group LLC (Colorado)
Colorado
$5.8M +$2.14M +3,153 +59%
KFSN
1714
Keystone Financial Services (Nebraska)
Nebraska
$5.8M +$9.51K +14 +0.2%
PAM
1715
Peak Asset Management
Colorado
$5.77M -$80.8K -119 -1%
BIG
1716
Brookwood Investment Group
Arizona
$5.77M +$446K +657 +8%
EDRH
1717
Edmond de Rothschild Holding
Switzerland
$5.76M -$567K -835 -9%
SPW
1718
Sonoma Private Wealth
California
$5.76M -$185K -272 -3%
ECA
1719
Elevation Capital Advisory
Oregon
$5.75M +$5.7M +8,391 New
AWM
1720
Arista Wealth Management
Nevada
$5.74M +$3.4K +5 +0.1%
MAG
1721
M3 Advisory Group
Massachusetts
$5.74M +$105K +155 +2%
VR
1722
Vision Retirement
New Jersey
$5.74M +$5.69M +8,375 New
CCW
1723
Coastline Complete Wealth
South Carolina
$5.73M +$5.68M +8,365 New
AFA
1724
Antonelli Financial Advisors
Michigan
$5.71M +$93.7K +138 +2%
DIA
1725
Dana Investment Advisors
Wisconsin
$5.69M -$55.7K -82 -1%