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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
FFM
1951
Fullerton Fund Management
Singapore
$4.06M -$329K -484 -8%
HCA
1952
Harbour Capital Advisors
Virginia
$4.03M +$27.8K +41 +0.7%
BWM
1953
BCS Wealth Management
Tennessee
$4.03M +$3.15M +4,638 +372%
GAM
1954
Gemmer Asset Management
California
$4.03M +$78.1K +115 +2%
PWP
1955
Private Wealth Partners
California
$4.03M -$1.78M -2,627 -31%
SDWMA
1956
Schneider Downs Wealth Management Advisors
Pennsylvania
$4.03M +$346K +509 +9%
EBA
1957
Eagle Bay Advisors
New York
$4.03M -$593K -874 -13%
OWA
1958
ORBA Wealth Advisors
Illinois
$4.02M -$272K -400 -6%
FBFS
1959
First Business Financial Services
Wisconsin
$4.02M
ET
1960
Equitable Trust
Tennessee
$4M -$223K -329 -5%
LFA
1961
Legacy Financial Advisors
Kentucky
$3.99M -$79.5K -117 -2%
LFP
1962
Leeward Financial Partners
Washington
$3.98M -$48.2K -71 -1%
TWM
1963
Tolleson Wealth Management
Texas
$3.98M +$780K +1,149 +25%
LWA
1964
Lifelong Wealth Advisors
Minnesota
$3.97M +$36K +53 +0.9%
PWM
1965
Paulson Wealth Management
Illinois
$3.97M -$156K -230 -4%
AW
1966
Alaethes Wealth
Nevada
$3.97M +$297K +438 +8%
OPA
1967
Old Port Advisors
Maine
$3.97M -$1.28M -1,886 -25%
AOWM
1968
Asset One Wealth Management
Washington
$3.96M +$3.85M +5,672 New
AWAU
1969
Alliance Wealth Advisors (Utah)
Utah
$3.96M -$1.15M -1,688 -23%
NBWM
1970
North Berkeley Wealth Management
California
$3.95M +$421K +620 +12%
EFA
1971
Edge Financial Advisors
Illinois
$3.94M -$179K -264 -4%
SWGC
1972
Summit Wealth Group (Colorado)
Colorado
$3.94M +$3.91M +5,755 New
GWM
1973
Gilpin Wealth Management
Colorado
$3.92M +$3.88M +5,721 New
IIM
1974
Ipswich Investment Management
Massachusetts
$3.91M -$133K -196 -3%
XT
1975
XTX Topco
Cayman Islands
$3.91M +$3.88M +5,709 New