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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
KBFS
1901
Kohmann Bosshard Financial Services
Ohio
$4.33M -$25.8K -38 -0.6%
HIF
1902
Hill Island Financial
Michigan
$4.32M -$12.9K -19 -0.3%
FC
1903
Fulcrum Capital
Washington
$4.31M -$508K -748 -11%
AT
1904
Arlington Trust
Alabama
$4.31M -$593K -874 -12%
GCGDR
1905
Genoa Capital Gestora de Recursos
$4.3M +$4.26M +6,272 New
RBC
1906
Romano Brothers & Co
Illinois
$4.29M +$21.7K +32 +0.5%
AFA
1907
American Financial Advisors
Georgia
$4.29M +$57K +84 +1%
ZIC
1908
ZWJ Investment Counsel
Georgia
$4.27M -$50.9K -75 -1%
FCB
1909
First County Bank
Connecticut
$4.27M -$4.75K -7 -0.1%
KWM
1910
Kaydan Wealth Management
Michigan
$4.26M +$55K +81 +1%
TF
1911
Tudor Financial
Ohio
$4.26M +$1M +1,479 +31%
CSIC
1912
Clifford Swan Investment Counsel
California
$4.25M -$679 -1 -0%
DF
1913
Dunhill Financial
United Kingdom
$4.25M +$617K +908 +17%
BA
1914
Bridgewater Advisors
New York
$4.24M +$88.3K +130 +2%
GHA
1915
GW Henssler & Associates
Georgia
$4.24M +$302K +445 +8%
FWM
1916
Forza Wealth Management
Florida
$4.23M -$187K -276 -4%
WMN
1917
Wealth Management Nebraska
Nebraska
$4.23M +$10.2K +15 +0.2%
BPWM
1918
BCS Private Wealth Management
New Jersey
$4.23M -$30.6K -45 -0.7%
RMS
1919
Retirement Management Systems
Maryland
$4.23M +$4.19M +6,173 New
PW
1920
PUREfi Wealth
Massachusetts
$4.21M -$169K -249 -4%
AWMNY
1921
Arcadia Wealth Management (New York)
New York
$4.21M +$428K +631 +11%
TWM
1922
Thrive Wealth Management
Pennsylvania
$4.21M -$26.5K -39 -0.6%
CCP
1923
Clarkston Capital Partners
Michigan
$4.21M +$64.5K +95 +2%
GJWM
1924
Gilliland Jeter Wealth Management
Arkansas
$4.2M +$506K +745 +14%
CG
1925
Curat Global
New Hampshire
$4.2M -$2.04M -3,000 -33%