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iShares Core S&P 500 ETF

3,920 hedge funds and large institutions have $584B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 420 funds opening new positions, 1,669 increasing their positions, 1,367 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

Funds holding:

7% more funds holding in top 10

Funds holding in top 10: 1,1631,247 (+84)

0.72% less ownership

Funds ownership: 79.3%78.58% (-0.72%)

15% less call options, than puts

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

Holders
3,920
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,247
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
DCM
1976
Donaldson Capital Management
Indiana
$3.7M
BM
1977
Berman McAleer
Maryland
$3.7M
VWM
1978
Vigil Wealth Management
Florida
$3.7M
AC
1979
Apella Capital
Connecticut
$3.69M
MIM
1980
Montgomery Investment Management
Maryland
$3.69M
PCH
1981
PGIM Custom Harvest
New Jersey
$3.69M
RWMG
1982
Redwood Wealth Management Group
New Jersey
$3.68M
LSA
1983
Lansing Street Advisors
Pennsylvania
$3.68M
SFO
1984
Stenger Family Office
Illinois
$3.67M
NCG
1985
Newport Capital Group
New Jersey
$3.66M
GC
1986
Granville Capital
North Carolina
$3.66M
GF
1987
Goodman Financial
Texas
$3.62M
SCM
1988
Schnieders Capital Management
California
$3.61M
SPC
1989
Spirepoint Private Client
Florida
$3.6M
GSIS
1990
Global Strategic Investment Solutions
Arizona
$3.59M
Connor, Clark & Lunn Investment Management (CC&L)
1991
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.59M
BWA
1992
BlueSky Wealth Advisors
North Carolina
$3.58M
MJRIC
1993
Mogy Joel R Investment Counsel
California
$3.58M
AP
1994
Appleton Partners
Massachusetts
$3.58M
RCM
1995
Ridgepath Capital Management
Tennessee
$3.57M
RF
1996
Roxbury Financial
New Jersey
$3.56M
FA
1997
Fountainhead AM
New Jersey
$3.56M
TP
1998
Tranquility Partners
Tennessee
$3.56M
PWC
1999
Pathfinder Wealth Consulting
North Carolina
$3.55M
FA
2000
Fedenia Advisers
Wisconsin
$3.55M