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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
SWM
1976
Sculati Wealth Management
Michigan
$3.91M +$199K +293 +5%
DWS
1977
Discipline Wealth Solutions
South Carolina
$3.9M -$170K -251 -4%
CCM
1978
Condor Capital Management
New Jersey
$3.89M -$63.8K -94 -2%
BOSSRA
1979
B.O.S.S. Retirement Advisors
Utah
$3.88M -$1.59M -2,346 -29%
MAV
1980
Mason & Associates (Virginia)
Virginia
$3.88M -$114K -168 -3%
WFMPM
1981
Woodley Farra Manion Portfolio Management
Indiana
$3.85M -$36K -53 -0.9%
BWA
1982
Blodgett Wealth Advisors
California
$3.85M +$204K +300 +6%
IAS
1983
IMA Advisory Services
Colorado
$3.85M +$3.67M +5,408 +2,588%
FWM
1984
Fonville Wealth Management
Virginia
$3.84M -$185K -272 -5%
FRA
1985
Frank Rimerman Advisors
California
$3.83M
LWM
1986
Lyell Wealth Management
California
$3.83M -$348K -512 -8%
FB
1987
First Bancorp
Maine
$3.83M -$40.1K -59 -1%
OWG
1988
Oxford Wealth Group
Florida
$3.82M +$3.79M +5,584 New
LCAM
1989
London & Capital Asset Management
United Kingdom
$3.81M +$3.78M +5,567 New
Vontobel Holding
1990
Vontobel Holding
Switzerland
$3.8M -$204K -300 -5%
CSPIA
1991
Cary Street Partners Investment Advisory
Virginia
$3.8M +$2.57M +3,787 +215%
AFA
1992
Aznar Financial Advisors
New Jersey
$3.8M +$3.76M +5,543 New
BFO
1993
Biltmore Family Office
North Carolina
$3.79M +$295K +434 +9%
AIM
1994
Aspen Investment Management
Michigan
$3.79M -$185K -273 -5%
MWM
1995
Mattern Wealth Management
Kansas
$3.76M +$45.5K +67 +1%
AIP
1996
ARS Investment Partners
New York
$3.75M
FWA
1997
FSM Wealth Advisors
Ohio
$3.73M +$108K +159 +3%
EWA
1998
Encompass Wealth Advisors
Oregon
$3.72M -$10.2K -15 -0.3%
EGWAG
1999
Elwood & Goetz Wealth Advisory Group
Georgia
$3.71M -$52.3K -77 -1%
OCPWS
2000
One Charles Private Wealth Services
Massachusetts
$3.71M +$3.38M +4,975 +1,141%