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iShares Core S&P 500 ETF

3,920 hedge funds and large institutions have $584B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 420 funds opening new positions, 1,669 increasing their positions, 1,367 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

7% more funds holding in top 10

Funds holding in top 10: 1,1631,247 (+84)

0.72% less ownership

Funds ownership: 79.3%78.58% (-0.72%)

15% less call options, than puts

Call options by funds: $2.14B | Put options by funds: $2.53B

Holders
3,920
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,247
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.14B
Puts
$2.53B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFS
1726
Access Financial Services
Minnesota
$5.42M
AWMG
1727
ADG Wealth Management Group
Louisiana
$5.4M
SWM
1728
SHP Wealth Management
Massachusetts
$5.39M
EWS
1729
Evergreen Wealth Solutions
Pennsylvania
$5.39M
STA
1730
Smith Thornton Advisors
Alabama
$5.39M
MAMG
1731
Milestone Asset Management Group
Connecticut
$5.38M
RI
1732
Rinkey Investments
California
$5.37M
AP
1733
Americana Partners
Texas
$5.37M
TCM
1734
Traynor Capital Management
Pennsylvania
$5.37M
WEG
1735
World Equity Group
Illinois
$5.36M
RWM
1736
Rockwood Wealth Management
Pennsylvania
$5.36M
AA
1737
Alpha Advisors
Virginia
$5.35M
GI
1738
GAMMA Investing
California
$5.34M
RG
1739
Rathbones Group
United Kingdom
$5.33M
OFG
1740
Opulen Financial Group
Virginia
$5.33M
LIA
1741
LifePlan Investment Advisors
North Carolina
$5.3M
CWM
1742
Capstone Wealth Management
Montana
$5.29M
AA
1743
Aufman Associates
Pennsylvania
$5.28M
PGF
1744
Plan Group Financial
Oklahoma
$5.27M
AA
1745
Auxano Advisors
Washington
$5.27M
CAM
1746
Carret Asset Management
New York
$5.25M
CFO
1747
Colony Family Offices
North Carolina
$5.22M
BI
1748
Berkeley Inc
Idaho
$5.21M
NAAA
1749
New Age Alpha Advisors
New York
$5.21M
PAG
1750
Paladin Advisory Group
Iowa
$5.21M