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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
GCM
2076
Generation Capital Management
New York
$3.27M +$6.11K +9 +0.2%
GWA
2077
Gratus Wealth Advisors
Virginia
$3.27M +$10.2K +15 +0.3%
MWM
2078
Melfa Wealth Management
Massachusetts
$3.27M -$59.8K -88 -2%
BRPW
2079
Ballast Rock Private Wealth
South Carolina
$3.27M +$3.24M +4,769 New
BCM
2080
Birmingham Capital Management
Alabama
$3.27M
CCA
2081
Clarity Capital Advisors
Florida
$3.27M -$41.4K -61 -1%
LC
2082
Lincoln Capital
Nebraska
$3.26M +$113K +167 +4%
TSMHT
2083
Thurston Springer Miller Herd & Titak
Indiana
$3.26M +$3.23M +4,754 +95,080%
PPA
2084
Painted Porch Advisors
California
$3.25M -$57.7K -85 -2%
AWM
2085
Athena Wealth Management
Nevada
$3.24M +$3.21M +4,729 New
JMA
2086
J.M. Arbour
Maine
$3.24M +$3.21M +4,726 New
WSA
2087
Warm Springs Advisors
California
$3.23M -$1.3M -1,910 -29%
KCPG
2088
Kavar Capital Partners Group
Kansas
$3.23M
RF
2089
Rossby Financial
Florida
$3.23M +$133K +196 +4%
FA
2090
Forefront Analytics
Pennsylvania
$3.22M +$449K +661 +16%
CFB
2091
Cullen/Frost Bankers
Texas
$3.22M +$402K +592 +14%
SAM
2092
SP Asset Management
California
$3.21M +$2.72K +4 +0.1%
MCM
2093
M1 Capital Management
Michigan
$3.21M -$493K -726 -13%
DC
2094
Darrow Company
Massachusetts
$3.19M -$20.4K -30 -0.6%
AW
2095
Alteri Wealth
California
$3.19M +$82.8K +122 +3%
SRCM
2096
Signature Resources Capital Management
California
$3.19M +$25.8K +38 +0.8%
ACA
2097
Ackerman Capital Advisors
Texas
$3.18M
RFG
2098
REAP Financial Group
Texas
$3.17M -$142K -209 -4%
GIA
2099
GHP Investment Advisors
Colorado
$3.16M +$91K +134 +3%
BFA
2100
Beacon Financial Advisory
Ohio
$3.16M -$107K -158 -3%