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iShares Core S&P 500 ETF

3,937 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 429 funds opening new positions, 1,675 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: 3,6553,937 (+282)

0.59% less ownership

Funds ownership: 79.3%78.71% (-0.59%)

15% less call options, than puts

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

Holders
3,937
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,256
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
PMA
2026
Prudent Man Advisors
Illinois
$3.43M
CFA
2027
CWS Financial Advisors
Michigan
$3.43M
HAS
2028
HBW Advisory Services
California
$3.43M
PWM
2029
PMG Wealth Management
Illinois
$3.38M
RCWMU
2030
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.38M
CL
2031
COWA LLC
Oklahoma
$3.36M
PCMF
2032
Private Capital Management (Florida)
Florida
$3.36M
ECA
2033
Elevated Capital Advisors
Utah
$3.36M
GFPC
2034
Global Financial Private Client
Florida
$3.36M
HFS
2035
Hughes Financial Services
Virginia
$3.35M
SA
2036
SRH Advisors
Kansas
$3.34M
FM
2037
Family Management
New York
$3.34M
CF
2038
Centaurus Financial
California
$3.34M
WF
2039
Warner Financial
Maryland
$3.34M
TPWM
2040
Twelve Points Wealth Management
Massachusetts
$3.34M
SVWAG
2041
Sound View Wealth Advisors Group
Georgia
$3.32M
CSC
2042
Caldwell Sutter Capital
California
$3.32M
TCWM
2043
Total Clarity Wealth Management
Illinois
$3.31M
MGW
2044
MB Generational Wealth
Washington
$3.3M
CA
2045
Capital Advantage
California
$3.3M
SP
2046
SmartHarvest Portfolios
Washington
$3.3M
DACG
2047
Donor Advised Charitable Giving
California
$3.3M
PWM
2048
Praetorian Wealth Management
California
$3.29M
TYCC
2049
Texas Yale Capital Corp
Florida
$3.28M
PPWP
2050
Premier Path Wealth Partners
New Jersey
$3.28M