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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
APW
1826
Austin Private Wealth
Texas
$4.83M +$1.33M +1,957 +38%
UAG
1827
United Advisor Group
Ohio
$4.82M +$548K +807 +13%
OCFG
1828
O'Connor Financial Group
Illinois
$4.82M -$59.8K -88 -1%
JEST
1829
JTC Employer Solutions Trustee
Jersey
$4.81M
MWM
1830
McNaughton Wealth Management
California
$4.81M +$55K +81 +1%
FAT
1831
First American Trust
California
$4.8M +$799K +1,177 +20%
LAM
1832
LOM Asset Management
$4.79M -$61.1K -90 -1%
MWP
1833
Meridian Wealth Partners
Pennsylvania
$4.79M -$171K -252 -3%
WCG
1834
Weaver Consulting Group
California
$4.78M -$48.9K -72 -1%
DTC
1835
Davidson Trust Company
Washington
$4.78M -$34.6K -51 -0.7%
ACM
1836
Absolute Capital Management
Pennsylvania
$4.77M +$1.66M +2,438 +54%
MO
1837
McMillan Office
Michigan
$4.76M +$4.72M +6,944 New
EIP
1838
Ellis Investment Partners
Pennsylvania
$4.75M -$410K -604 -8%
OPWM
1839
Oxinas Partners Wealth Management
Indiana
$4.75M +$2.26M +3,324 +92%
EFH
1840
Eaton Financial Holdings
Florida
$4.75M -$411K -605 -8%
HT
1841
Headlands Technologies
Illinois
$4.75M -$6.92M -10,184 -59%
SIA
1842
SeaBridge Investment Advisors
New Jersey
$4.75M -$30.6K -45 -0.6%
HAP
1843
Harbor Asset Planning
Massachusetts
$4.74M +$16.3K +24 +0.3%
CFA
1844
Cahill Financial Advisors
Minnesota
$4.74M -$646K -951 -12%
SFO
1845
Stokes Family Office
Louisiana
$4.72M -$1.54M -2,261 -25%
PWG
1846
Portside Wealth Group
Utah
$4.71M +$697K +1,027 +18%
RWPA
1847
Richard W. Paul & Associates
Michigan
$4.69M +$110K +162 +2%
PFWA
1848
Paces Ferry Wealth Advisors
Georgia
$4.68M -$48.9K -72 -1%
CCM
1849
Chilton Capital Management
Texas
$4.68M +$103K +152 +2%
SPF
1850
South Plains Financial
Texas
$4.67M +$161K +237 +4%