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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
AIM
2001
Arcadia Investment Management
Michigan
$3.55M
ADL
2002
Asset Dedication LLC
California
$3.54M
ME
2003
McIlrath & Eck
Washington
$3.53M
MA
2004
Mezzasalma Advisors
New Jersey
$3.53M
TF
2005
Tenzing Financial
Virginia
$3.53M
AIA
2006
Arcadia Investment Advisors
Idaho
$3.53M
IP
2007
Investment Partners
Ohio
$3.51M
IA
2008
Inspire Advisors
Idaho
$3.51M
ATWA
2009
Arbor Trust Wealth Advisors
Michigan
$3.49M
CFG
2010
Certior Financial Group
Pennsylvania
$3.48M
TPA
2011
Trivium Point Advisory
Connecticut
$3.48M
BPFA
2012
Barnes Pettey Financial Advisors
Mississippi
$3.47M
WFAG
2013
Worth Financial Advisory Group
North Carolina
$3.47M
DWA
2014
Delta Wealth Advisors
Indiana
$3.46M
EAM
2015
Evanson Asset Management
California
$3.45M
FCM
2016
Firestone Capital Management
Florida
$3.43M
CAM
2017
Cidel Asset Management
Ontario, Canada
$3.43M
PMA
2018
Prudent Man Advisors
Illinois
$3.43M
CFA
2019
CWS Financial Advisors
Michigan
$3.43M
HAS
2020
HBW Advisory Services
California
$3.43M
PWM
2021
PMG Wealth Management
Illinois
$3.38M
RCWMU
2022
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.38M
CL
2023
COWA LLC
Oklahoma
$3.36M
PCMF
2024
Private Capital Management (Florida)
Florida
$3.36M
ECA
2025
Elevated Capital Advisors
Utah
$3.36M