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iShares Core S&P 500 ETF

3,944 hedge funds and large institutions have $585B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 434 funds opening new positions, 1,676 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: 3,6573,944 (+287)

0.59% less ownership

Funds ownership: 79.3%78.72% (-0.59%)

15% less call options, than puts

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

Holders
3,944
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,257
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
AP
2001
Appleton Partners
Massachusetts
$3.58M
RCM
2002
Ridgepath Capital Management
Tennessee
$3.57M
RF
2003
Roxbury Financial
New Jersey
$3.56M
FA
2004
Fountainhead AM
New Jersey
$3.56M
TP
2005
Tranquility Partners
Tennessee
$3.56M
PWC
2006
Pathfinder Wealth Consulting
North Carolina
$3.55M
FA
2007
Fedenia Advisers
Wisconsin
$3.55M
AIM
2008
Arcadia Investment Management
Michigan
$3.55M
ADL
2009
Asset Dedication LLC
California
$3.54M
ME
2010
McIlrath & Eck
Washington
$3.53M
MA
2011
Mezzasalma Advisors
New Jersey
$3.53M
TF
2012
Tenzing Financial
Virginia
$3.53M
AIA
2013
Arcadia Investment Advisors
Idaho
$3.53M
IP
2014
Investment Partners
Ohio
$3.51M
IA
2015
Inspire Advisors
Idaho
$3.51M
ATWA
2016
Arbor Trust Wealth Advisors
Michigan
$3.49M
CFG
2017
Certior Financial Group
Pennsylvania
$3.48M
CAML
2018
Capital Asset Managemnet, LLC
Colorado
$3.48M
TPA
2019
Trivium Point Advisory
Connecticut
$3.48M
BPFA
2020
Barnes Pettey Financial Advisors
Mississippi
$3.47M
WFAG
2021
Worth Financial Advisory Group
North Carolina
$3.47M
DWA
2022
Delta Wealth Advisors
Indiana
$3.46M
EAM
2023
Evanson Asset Management
California
$3.45M
FCM
2024
Firestone Capital Management
Florida
$3.43M
CAM
2025
Cidel Asset Management
Ontario, Canada
$3.43M