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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
GFPC
2026
Global Financial Private Client
Florida
$3.36M
HFS
2027
Hughes Financial Services
Virginia
$3.35M
SA
2028
SRH Advisors
Kansas
$3.34M
FM
2029
Family Management
New York
$3.34M
CF
2030
Centaurus Financial
California
$3.34M
WF
2031
Warner Financial
Maryland
$3.34M
TPWM
2032
Twelve Points Wealth Management
Massachusetts
$3.34M
SVWAG
2033
Sound View Wealth Advisors Group
Georgia
$3.32M
CSC
2034
Caldwell Sutter Capital
California
$3.32M
TCWM
2035
Total Clarity Wealth Management
Illinois
$3.31M
MGW
2036
MB Generational Wealth
Washington
$3.3M
CA
2037
Capital Advantage
California
$3.3M
SP
2038
SmartHarvest Portfolios
Washington
$3.3M
DACG
2039
Donor Advised Charitable Giving
California
$3.3M
PWM
2040
Praetorian Wealth Management
California
$3.29M
TYCC
2041
Texas Yale Capital Corp
Florida
$3.28M
PPWP
2042
Premier Path Wealth Partners
New Jersey
$3.28M
HFS
2043
Hopwood Financial Services
Virginia
$3.28M
AF
2044
Alerus Financial
North Dakota
$3.28M
GCM
2045
Generation Capital Management
New York
$3.27M
GWA
2046
Gratus Wealth Advisors
Virginia
$3.27M
MWM
2047
Melfa Wealth Management
Massachusetts
$3.27M
BRPW
2048
Ballast Rock Private Wealth
South Carolina
$3.27M
BCM
2049
Birmingham Capital Management
Alabama
$3.27M
CCA
2050
Clarity Capital Advisors
Florida
$3.27M