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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
RCWMU
2051
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.38M
CL
2052
COWA LLC
Oklahoma
$3.36M -$50.9K -75 -2%
PCMF
2053
Private Capital Management (Florida)
Florida
$3.36M -$31.9K -47 -0.9%
ECA
2054
Elevated Capital Advisors
Utah
$3.36M -$97.8K -144 -3%
GFPC
2055
Global Financial Private Client
Florida
$3.36M -$6.11K -9 -0.2%
HFS
2056
Hughes Financial Services
Virginia
$3.35M -$26.5K -39 -0.8%
SA
2057
SRH Advisors
Kansas
$3.34M
FM
2058
Family Management
New York
$3.34M -$105K -154 -3%
CF
2059
Centaurus Financial
California
$3.34M -$37.3K -55 -1%
WF
2060
Warner Financial
Maryland
$3.34M -$38K -56 -1%
TPWM
2061
Twelve Points Wealth Management
Massachusetts
$3.34M +$2.37M +3,493 +270%
SVWAG
2062
Sound View Wealth Advisors Group
Georgia
$3.32M -$426K -627 -11%
CSC
2063
Caldwell Sutter Capital
California
$3.32M
TCWM
2064
Total Clarity Wealth Management
Illinois
$3.31M -$211K -310 -6%
MGW
2065
MB Generational Wealth
Washington
$3.3M -$4.75K -7 -0.1%
CA
2066
Capital Advantage
California
$3.3M -$1.36K -2 -0%
SP
2067
SmartHarvest Portfolios
Washington
$3.3M +$3.27M +4,814 New
DACG
2068
Donor Advised Charitable Giving
California
$3.3M +$4.07K +6 +0.1%
PWM
2069
Praetorian Wealth Management
California
$3.29M -$229K -337 -7%
TYCC
2070
Texas Yale Capital Corp
Florida
$3.28M
KAM
2071
Knightsbridge Asset Management
California
$3.28M -$80.8K -119 -2%
PPWP
2072
Premier Path Wealth Partners
New Jersey
$3.28M -$2.15M -3,170 -40%
MKW
2073
Mullaney, Keating & Wright
Connecticut
$3.28M +$1.66M +2,441 +104%
HFS
2074
Hopwood Financial Services
Virginia
$3.28M -$8.83K -13 -0.3%
AF
2075
Alerus Financial
North Dakota
$3.28M +$12.2K +18 +0.4%