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iShares Core S&P 500 ETF

3,964 hedge funds and large institutions have $552B invested in iShares Core S&P 500 ETF in 2026 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 1,764 increasing their positions, 1,513 reducing their positions, and 124 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:

less funds holding

Funds holding:

less ownership

Funds ownership:

2% less funds holding in top 10

Funds holding in top 10: 1,2741,245 (-29)

6% less capital invested

Capital invested by funds: $587B → $552B (-$34.9B)

14% less call options, than puts

Call options by funds: $1.88B | Put options by funds: $2.2B

Holders
3,964
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,245
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.88B
Puts
$2.2B
Net Calls
Net Calls Change

Top Buyers

1 +$8.51B
2 +$5.79B
3 +$4.52B
4
BlackRock
BlackRock
New York
+$3.64B
5
Citadel Advisors
Citadel Advisors
Florida
+$2.72B

Top Sellers

1 -$11.6B
2 -$6.93B
3 -$5.01B
4
Marshall Wace
Marshall Wace
United Kingdom
-$4.21B
5
SSA
Schonfeld Strategic Advisors
New York
-$3.6B
Name Holding Trade Value Shares
Change
Change in
Stake
CICC
2026
Capital Investment Counsel (Colorado)
Colorado
$3.14M
DWA
2027
Delta Wealth Advisors
Indiana
$3.13M
TYCC
2028
Texas Yale Capital Corp
Florida
$3.13M
SIA
2029
Strategic Investment Advisors
Michigan
$3.13M
DACG
2030
Donor Advised Charitable Giving
California
$3.13M
GWA
2031
Gratus Wealth Advisors
Virginia
$3.13M
ULWM
2032
Upper Left Wealth Management
Florida
$3.12M
BRPW
2033
Ballast Rock Private Wealth
South Carolina
$3.12M
CCA
2034
Clarity Capital Advisors
Florida
$3.12M
TPWM
2035
Twelve Points Wealth Management
Massachusetts
$3.12M
TWM
2036
TRB Wealth Management
Texas
$3.12M
BCM
2037
Birmingham Capital Management
Alabama
$3.12M
AF
2038
Alerus Financial
North Dakota
$3.1M
HWA
2039
HHM Wealth Advisors
Tennessee
$3.1M
MCA
2040
Magnolia Capital Advisors
Mississippi
$3.09M
AWM
2041
Athena Wealth Management
Nevada
$3.08M
AW
2042
Alteri Wealth
California
$3.08M
KCPG
2043
Kavar Capital Partners Group
Kansas
$3.08M
KAM
2044
Knightsbridge Asset Management
California
$3.08M
MWM
2045
Melfa Wealth Management
Massachusetts
$3.07M
OWP
2046
Obermeyer Wealth Partners
Colorado
$3.07M
CWM
2047
Centric Wealth Management
Illinois
$3.07M
CFA
2048
CWS Financial Advisors
Michigan
$3.07M
FWP
2049
Flatrock Wealth Partners
California
$3.07M
PWP
2050
Private Wealth Partners
California
$3.07M