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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
PWC
2026
Pathfinder Wealth Consulting
North Carolina
$3.55M +$3.52M +5,184 New
FA
2027
Fedenia Advisers
Wisconsin
$3.55M +$634K +933 +22%
AIM
2028
Arcadia Investment Management
Michigan
$3.55M +$81.5K +120 +2%
ADL
2029
Asset Dedication LLC
California
$3.54M +$30.6K +45 +0.9%
ME
2030
McIlrath & Eck
Washington
$3.53M +$25.1K +37 +0.7%
MA
2031
Mezzasalma Advisors
New Jersey
$3.53M +$438K +645 +14%
TF
2032
Tenzing Financial
Virginia
$3.53M +$3.5M +5,153 New
AIA
2033
Arcadia Investment Advisors
Idaho
$3.53M -$46.2K -68 -1%
IP
2034
Investment Partners
Ohio
$3.51M +$155K +228 +5%
IA
2035
Inspire Advisors
Idaho
$3.51M +$562K +827 +19%
ATWA
2036
Arbor Trust Wealth Advisors
Michigan
$3.49M +$7.47K +11 +0.2%
CFG
2037
Certior Financial Group
Pennsylvania
$3.48M +$40.7K +60 +1%
EP
2038
Essential Partners
California
$3.48M +$146K +215 +4%
CAM
2039
Capital Asset Management
Colorado
$3.48M +$3.38M +4,974 New
TPA
2040
Trivium Point Advisory
Connecticut
$3.48M -$14.3K -21 -0.4%
BPFA
2041
Barnes Pettey Financial Advisors
Mississippi
$3.47M +$19K +28 +0.6%
WFAG
2042
Worth Financial Advisory Group
North Carolina
$3.47M +$44.1K +65 +1%
DWA
2043
Delta Wealth Advisors
Indiana
$3.46M -$221K -326 -6%
EAM
2044
Evanson Asset Management
California
$3.45M +$124K +183 +4%
FCM
2045
Firestone Capital Management
Florida
$3.43M +$52.3K +77 +2%
CAM
2046
Cidel Asset Management
Ontario, Canada
$3.43M
PMA
2047
Prudent Man Advisors
Illinois
$3.43M +$179K +264 +6%
CFA
2048
CWS Financial Advisors
Michigan
$3.43M -$11.5K -17 -0.3%
HAS
2049
HBW Advisory Services
California
$3.43M +$170K +250 +5%
PWM
2050
PMG Wealth Management
Illinois
$3.38M