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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
EFL
1926
ERn Financial LLC
Wisconsin
$4.19M +$50.9K +75 +1%
HIIFS
1927
Harel Insurance Investments & Financial Services
Israel
$4.19M +$3.94M +5,800 +1,853%
HWM
1928
Howard Wealth Management
Connecticut
$4.19M +$835K +1,230 +25%
BHPW
1929
Beverly Hills Private Wealth
California
$4.17M +$29.9K +44 +0.7%
OC
1930
Oakworth Capital
Alabama
$4.16M
LWP
1931
Laurel Wealth Planning
Minnesota
$4.16M -$1.22M -1,798 -23%
CBT
1932
CoreFirst Bank & Trust
Kansas
$4.16M -$395K -581 -9%
WFA
1933
WestHill Financial Advisors
California
$4.16M -$30.6K -45 -0.7%
TWCA
1934
Two West Capital Advisors
Kansas
$4.15M +$141K +208 +4%
LCM
1935
Liberty Capital Management
Michigan
$4.14M -$89K -131 -2%
GWM
1936
GDS Wealth Management
Texas
$4.14M -$21.7K -32 -0.5%
IA
1937
Invested Advisors
Pennsylvania
$4.13M +$676K +995 +20%
AIM
1938
Allen Investment Management
New York
$4.13M +$4.1M +6,032 New
LKBC
1939
L.K. Benson & Company
Maryland
$4.12M -$523K -770 -11%
RCM
1940
Raleigh Capital Management
North Carolina
$4.12M +$234K +345 +6%
MSA
1941
McAlister Sweet & Associates
Texas
$4.12M +$246K +362 +6%
TPWM
1942
Torrey-Payne Wealth Management
California
$4.12M +$4.02M +5,914 New
AWA
1943
Aaron Wealth Advisors
Illinois
$4.11M +$10.2K +15 +0.3%
WFS
1944
WealthGarden F.S.
California
$4.11M +$10.2K +15 +0.3%
MA
1945
Maxele Advisors
Missouri
$4.11M -$25.8K -38 -0.6%
RA
1946
Ruggaard & Associates
Ohio
$4.09M -$1.16M -1,707 -22%
TAM
1947
Titleist Asset Management
Texas
$4.08M +$212K +312 +6%
EFG
1948
Everhart Financial Group
Ohio
$4.08M +$6.79K +10 +0.2%
RMDI
1949
R.M. Davis Inc
Maine
$4.07M -$154K -227 -4%
HFM
1950
Hartford Funds Management
Pennsylvania
$4.07M +$3.83M +5,644 +1,869%