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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
AFS
1751
Access Financial Services
Minnesota
$5.42M -$27.8K -41 -0.5%
AWMG
1752
ADG Wealth Management Group
Louisiana
$5.4M -$655K -965 -11%
SWM
1753
SHP Wealth Management
Massachusetts
$5.39M +$5.34M +7,871 New
EWS
1754
Evergreen Wealth Solutions
Pennsylvania
$5.39M +$2.51M +3,695 +89%
STA
1755
Smith Thornton Advisors
Alabama
$5.39M +$33.3K +49 +0.6%
MAMG
1756
Milestone Asset Management Group
Connecticut
$5.38M +$276K +406 +5%
RI
1757
Rinkey Investments
California
$5.37M -$2.04K -3 -0%
AP
1758
Americana Partners
Texas
$5.37M +$816K +1,201 +18%
TCM
1759
Traynor Capital Management
Pennsylvania
$5.37M -$763K -1,123 -13%
WEG
1760
World Equity Group
Illinois
$5.36M -$649K -956 -11%
RWM
1761
Rockwood Wealth Management
Pennsylvania
$5.36M +$132K +195 +3%
AA
1762
Alpha Advisors
Virginia
$5.35M -$112K -165 -2%
GI
1763
GAMMA Investing
California
$5.34M +$211K +311 +4%
RG
1764
Rathbones Group
United Kingdom
$5.33M +$81.5K +120 +2%
OFG
1765
Opulen Financial Group
Virginia
$5.33M +$492K +724 +10%
LIA
1766
LifePlan Investment Advisors
North Carolina
$5.3M +$224K +330 +4%
CWM
1767
Capstone Wealth Management
Montana
$5.29M +$5.24M +7,718 New
AA
1768
Aufman Associates
Pennsylvania
$5.28M -$44.1K -65 -0.8%
PGF
1769
Plan Group Financial
Oklahoma
$5.27M -$12.2K -18 -0.2%
AA
1770
Auxano Advisors
Washington
$5.27M -$48.2K -71 -0.9%
CAM
1771
Carret Asset Management
New York
$5.25M +$204K +301 +4%
MWA
1772
Medallion Wealth Advisors
Connecticut
$5.24M +$239K +352 +5%
CFO
1773
Colony Family Offices
North Carolina
$5.22M +$134K +197 +3%
BI
1774
Berkeley Inc
Idaho
$5.21M -$686K -1,010 -12%
NAAA
1775
New Age Alpha Advisors
New York
$5.21M -$1.7M -2,509 -25%