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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
PWPS
1726
Pinnacle Wealth Planning Services
Ohio
$5.69M -$251K -370 -4%
LI
1727
LVZ Inc
Michigan
$5.68M -$2M -2,947 -26%
CAS
1728
Coppell Advisory Solutions
Texas
$5.67M +$64.5K +95 +1%
SG
1729
Strid Group
Pennsylvania
$5.65M +$2.12M +3,119 +61%
BMC
1730
Bear Mountain Capital
Washington
$5.65M
4WM
1731
49 Wealth Management
Texas
$5.63M +$367K +540 +7%
FC
1732
Financial Council
Maryland
$5.61M -$17.7K -26 -0.3%
PP
1733
Patten & Patten
Tennessee
$5.58M -$145K -213 -3%
SSWG
1734
Seven Springs Wealth Group
Tennessee
$5.57M -$15.6K -23 -0.3%
QCIG
1735
Quad-Cities Investment Group
Iowa
$5.55M -$354K -522 -6%
MFA
1736
Morling Financial Advisors
California
$5.54M -$223K -328 -4%
AWA
1737
Alta Wealth Advisors
Massachusetts
$5.54M +$1.16M +1,711 +27%
SSCM
1738
Spectrum Strategic Capital Management
Oregon
$5.53M -$2.78M -4,089 -34%
OWA
1739
Opal Wealth Advisors
New York
$5.5M +$4.71M +6,940 +633%
SIC
1740
SFE Investment Counsel
California
$5.5M +$3.41M +5,020 +167%
SHF
1741
Stage Harbor Financial
Massachusetts
$5.49M +$2.72K +4 +0%
SWP
1742
Semus Wealth Partners
Florida
$5.48M +$4.75K +7 +0.1%
SFG
1743
SNS Financial Group
Minnesota
$5.48M -$115K -169 -2%
NS
1744
Northland Securities
Minnesota
$5.47M +$5.42M +7,986 New
SFC
1745
Sprinkle Financial Consultants
Colorado
$5.46M -$44.8K -66 -0.8%
HPC
1746
HM Payson & Co
Maine
$5.44M +$505K +743 +10%
MCM
1747
Mitchell Capital Management
Kansas
$5.44M +$12.9K +19 +0.2%
NRG
1748
Nemes Rush Group
Michigan
$5.43M +$1.73M +2,541 +47%
BAM
1749
BOS Asset Management
Illinois
$5.43M +$11.5K +17 +0.2%
AIC
1750
Ayalon Insurance Company
Israel
$5.42M +$244K +360 +5%