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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
PCMH
2001
Polymer Capital Management (HK)
Hong Kong
$3.7M +$679K +1,000 +23%
DCM
2002
Donaldson Capital Management
Indiana
$3.7M +$221K +325 +6%
BM
2003
Berman McAleer
Maryland
$3.7M -$50.9K -75 -1%
ONST
2004
Old North State Trust
North Carolina
$3.7M +$596K +878 +19%
VWM
2005
Vigil Wealth Management
Florida
$3.7M +$3.66M +5,396 New
AC
2006
Apella Capital
Connecticut
$3.69M +$2.17M +3,198 +146%
MIM
2007
Montgomery Investment Management
Maryland
$3.69M +$8.83K +13 +0.2%
PCH
2008
PGIM Custom Harvest
New Jersey
$3.69M +$111K +163 +3%
RWMG
2009
Redwood Wealth Management Group
New Jersey
$3.68M -$147K -216 -4%
LSA
2010
Lansing Street Advisors
Pennsylvania
$3.68M +$11.5K +17 +0.3%
SFO
2011
Stenger Family Office
Illinois
$3.67M -$95.7K -141 -3%
NCG
2012
Newport Capital Group
New Jersey
$3.66M
GC
2013
Granville Capital
North Carolina
$3.66M +$3.63M +5,343 New
GF
2014
Goodman Financial
Texas
$3.62M -$452K -666 -11%
SCM
2015
Schnieders Capital Management
California
$3.61M -$259K -382 -7%
SPC
2016
Spirepoint Private Client
Florida
$3.6M +$272K +401 +8%
GSIS
2017
Global Strategic Investment Solutions
Arizona
$3.59M +$679 +1 +0%
Connor, Clark & Lunn Investment Management (CC&L)
2018
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.59M
BWA
2019
BlueSky Wealth Advisors
North Carolina
$3.58M +$55.7K +82 +2%
MJRIC
2020
Mogy Joel R Investment Counsel
California
$3.58M
AP
2021
Appleton Partners
Massachusetts
$3.58M +$6.79K +10 +0.2%
RCM
2022
Ridgepath Capital Management
Tennessee
$3.57M
RF
2023
Roxbury Financial
New Jersey
$3.56M +$57.7K +85 +2%
FA
2024
Fountainhead AM
New Jersey
$3.56M -$32.9M -48,502 -90%
TP
2025
Tranquility Partners
Tennessee
$3.56M -$144K -212 -4%