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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
PAG
1776
Paladin Advisory Group
Iowa
$5.21M +$244K +359 +5%
BB
1777
Berkshire Bank
Massachusetts
$5.21M -$2.2M -3,240 -30%
PJSIMP
1778
P.J. Schmidt Investment Management (PJS)
Wisconsin
$5.19M -$206K -304 -4%
UOTTAIMCU
1779
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$5.18M -$469K -690 -8%
Q1WB
1780
Quest 10 Wealth Builders
Virginia
$5.18M +$32.6K +48 +0.6%
NIM
1781
Northeast Investment Management
Massachusetts
$5.17M
TWP
1782
Triad Wealth Partners
Kansas
$5.15M +$1.68M +2,475 +49%
RMAM
1783
Raab & Moskowitz Asset Management
New Jersey
$5.14M -$33.3K -49 -0.6%
TS
1784
Triglav Skladi
Slovenia
$5.13M
FP
1785
Financial Perspectives
Minnesota
$5.13M +$405K +597 +9%
FPTW
1786
Franklin, Parlapiano, Turner & Welch
Texas
$5.12M -$506K -745 -9%
AB
1787
Atlas Brown
Kentucky
$5.11M -$6.11K -9 -0.1%
TCOTS
1788
Trust Company of the South
North Carolina
$5.11M +$500K +737 +11%
HBWM
1789
Hollow Brook Wealth Management
New York
$5.11M -$2.76M -4,061 -35%
MWM
1790
Marietta Wealth Management
Georgia
$5.11M +$77.4K +114 +2%
FGA
1791
Fortis Group Advisors
New Jersey
$5.1M -$196K -288 -4%
SWM
1792
SilverOak Wealth Management
Minnesota
$5.1M +$18.3K +27 +0.4%
SJGA
1793
Stephen J. Garry & Associates
New York
$5.09M -$93K -137 -2%
M
1794
MOTCO
Texas
$5.09M +$519K +764 +11%
MG
1795
Marex Group
$5.09M
VCM
1796
Vivaldi Capital Management
Illinois
$5.07M -$106K -156 -2%
BW
1797
Blalock Williams
Alabama
$5.07M +$141K +207 +3%
CPCM
1798
Cornerstone Partners Capital Management
Virginia
$5.07M +$536K +789 +12%
PWW
1799
Pettyjohn Wood & White
Virginia
$5.06M +$1.28M +1,882 +34%
AIA
1800
Accelerate Investment Advisors
California
$5.06M +$11.5K +17 +0.2%