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iShares Core S&P 500 ETF

3,951 hedge funds and large institutions have $586B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 438 funds opening new positions, 1,678 increasing their positions, 1,369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

8% more funds holding

Funds holding: 3,6603,951 (+291)

0.59% less ownership

Funds ownership: 79.36%78.77% (-0.59%)

15% less call options, than puts

Call options by funds: $2.14B | Put options by funds: $2.53B

Holders
3,951
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,260
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.14B
Puts
$2.53B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
1901
BCS Private Wealth Management
New Jersey
$4.23M
RMS
1902
Retirement Management Systems
Maryland
$4.23M
PW
1903
PUREfi Wealth
Massachusetts
$4.21M
AWMNY
1904
Arcadia Wealth Management (New York)
New York
$4.21M
TWM
1905
Thrive Wealth Management
Pennsylvania
$4.21M
CCP
1906
Clarkston Capital Partners
Michigan
$4.21M
GJWM
1907
Gilliland Jeter Wealth Management
Arkansas
$4.2M
CG
1908
Curat Global
New Hampshire
$4.2M
EFL
1909
ERn Financial LLC
Wisconsin
$4.19M
HIIFS
1910
Harel Insurance Investments & Financial Services
Israel
$4.19M
HWM
1911
Howard Wealth Management
Connecticut
$4.19M
BHPW
1912
Beverly Hills Private Wealth
California
$4.17M
OC
1913
Oakworth Capital
Alabama
$4.16M
LWP
1914
Laurel Wealth Planning
Minnesota
$4.16M
CBT
1915
CoreFirst Bank & Trust
Kansas
$4.16M
WFA
1916
WestHill Financial Advisors
California
$4.16M
TWCA
1917
Two West Capital Advisors
Kansas
$4.15M
LCM
1918
Liberty Capital Management
Michigan
$4.14M
GWM
1919
GDS Wealth Management
Texas
$4.14M
IA
1920
Invested Advisors
Pennsylvania
$4.13M
AIM
1921
Allen Investment Management
New York
$4.13M
LKBC
1922
L.K. Benson & Company
Maryland
$4.12M
RCM
1923
Raleigh Capital Management
North Carolina
$4.12M
MSA
1924
McAlister Sweet & Associates
Texas
$4.12M
TPWM
1925
Torrey-Payne Wealth Management
California
$4.12M