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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
BFO
1976
Biltmore Family Office
North Carolina
$3.79M
AIM
1977
Aspen Investment Management
Michigan
$3.79M
MWM
1978
Mattern Wealth Management
Kansas
$3.76M
AIP
1979
ARS Investment Partners
New York
$3.75M
FWA
1980
FSM Wealth Advisors
Ohio
$3.73M
EWA
1981
Encompass Wealth Advisors
Oregon
$3.72M
EGWAG
1982
Elwood & Goetz Wealth Advisory Group
Georgia
$3.71M
OCPWS
1983
One Charles Private Wealth Services
Massachusetts
$3.71M
PCMH
1984
Polymer Capital Management (HK)
Hong Kong
$3.7M
DCM
1985
Donaldson Capital Management
Indiana
$3.7M
BM
1986
Berman McAleer
Maryland
$3.7M
ONST
1987
Old North State Trust
North Carolina
$3.7M
VWM
1988
Vigil Wealth Management
Florida
$3.7M
AC
1989
Apella Capital
Connecticut
$3.69M
MIM
1990
Montgomery Investment Management
Maryland
$3.69M
PCH
1991
PGIM Custom Harvest
New Jersey
$3.69M
RWMG
1992
Redwood Wealth Management Group
New Jersey
$3.68M
LSA
1993
Lansing Street Advisors
Pennsylvania
$3.68M
SFO
1994
Stenger Family Office
Illinois
$3.67M
NCG
1995
Newport Capital Group
New Jersey
$3.66M
GC
1996
Granville Capital
North Carolina
$3.66M
GF
1997
Goodman Financial
Texas
$3.62M
SCM
1998
Schnieders Capital Management
California
$3.61M
SPC
1999
Spirepoint Private Client
Florida
$3.6M
GSIS
2000
Global Strategic Investment Solutions
Arizona
$3.59M