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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
AIM
1876
Archer Investment Management
Texas
$4.49M +$4.45M +6,550 New
BFO
1877
Boston Family Office
Massachusetts
$4.49M -$41.4K -61 -0.9%
CC
1878
Corsicana & Co
Texas
$4.48M
KIM
1879
Kestra Investment Management
Texas
$4.48M -$336K -495 -7%
CL
1880
CIM LLC
New York
$4.45M +$488K +719 +12%
SBLIC
1881
Security Benefit Life Insurance Company
Kansas
$4.45M +$475K +700 +12%
MPI
1882
Mairs & Power Inc
Minnesota
$4.44M +$4.08M +6,006 +1,264%
IRC
1883
Investors Research Corp
Georgia
$4.44M +$7.47K +11 +0.2%
SPWM
1884
Straight Path Wealth Management
Michigan
$4.43M +$6.11K +9 +0.1%
IFS
1885
Intelligent Financial Strategies
Minnesota
$4.43M -$57K -84 -1%
CFG
1886
Cassilly Financial Group
Maryland
$4.42M +$4.38M +6,455 New
MFG
1887
MidWestOne Financial Group
Iowa
$4.42M
FPW
1888
Flywheel Private Wealth
California
$4.4M -$104K -153 -2%
SOAM
1889
SBI Okasan Asset Management
Japan
$4.39M +$4.32M +6,361 New
CL
1890
CVFG LLC
Indiana
$4.38M +$926K +1,364 +27%
MFF
1891
Michels Family Financial
Texas
$4.37M +$58.4K +86 +1%
CWM
1892
Curtis Wealth Management
Nevada
$4.37M +$4.26M +6,278 New
EK
1893
Evensky & Katz
Florida
$4.35M +$144K +212 +3%
GFA
1894
Gallagher Fiduciary Advisors
Illinois
$4.35M +$43.5K +64 +1%
OFS
1895
Oldfather Financial Services
Nebraska
$4.35M +$36K +53 +0.8%
KHC
1896
Koesten Hirschmann & Crabtree
Kansas
$4.35M -$333K -490 -7%
CFP
1897
Comprehensive Financial Planning
Pennsylvania
$4.34M +$216K +318 +5%
ZIM
1898
Zacks Investment Management
Illinois
$4.33M -$543K -799 -11%
ACM
1899
Argent Capital Management
Missouri
$4.33M +$3.53M +5,202 +463%
SCTC
1900
Sanibel Captiva Trust Company
Florida
$4.33M +$78.1K +115 +2%