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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
MHC
2101
Meyer Handelman Company
New York
$3.15M +$10.9K +16 +0.3%
TPWA
2102
TRUE Private Wealth Advisors
Oregon
$3.15M -$17.7K -26 -0.6%
SWA
2103
Sterling Wealth Advisors
Florida
$3.15M -$88.3K -130 -3%
CBT
2104
Central Bank & Trust
Kentucky
$3.14M -$7.47K -11 -0.2%
SCFS
2105
Stewardship Concepts Financial Services
Washington
$3.14M +$3.11M +4,576 New
CTI
2106
Community Trust & Investment
Kentucky
$3.12M +$166K +245 +6%
OAS
2107
Optivise Advisory Services
Tennessee
$3.12M +$189K +279 +7%
NI
2108
NYL Investors
New York
$3.12M
GCM
2109
Gallacher Capital Management
Colorado
$3.11M +$126K +186 +4%
CIM
2110
Cambria Investment Management
California
$3.11M +$1.81M +2,672 +143%
FGAM
2111
Financial Gravity Asset Management
Texas
$3.1M -$606K -893 -17%
ULWM
2112
Upper Left Wealth Management
Florida
$3.09M -$44.8K -66 -1%
BDPWM
2113
Barnes Dennig Private Wealth Management
Ohio
$3.09M +$462K +680 +18%
RW
2114
Regimen Wealth
Georgia
$3.09M -$10.2K -15 -0.3%
VWM
2115
Valley Wealth Managers
New Jersey
$3.09M -$140K -206 -4%
HNWA
2116
Henrickson Nauta Wealth Advisors
Michigan
$3.09M +$1.43M +2,113 +91%
RIS
2117
Richmond Investment Services
Wisconsin
$3.08M +$514K +757 +20%
BCV
2118
Banque Cantonale Vaudoise
Switzerland
$3.08M +$1.4M +2,064 +85%
MWC
2119
MBM Wealth Consultants
Missouri
$3.08M -$62.5K -92 -2%
VIP
2120
Value Investment Professionals
New York
$3.07M +$6.85M +10,084 New
PIA
2121
Panoramic Investment Advisors
Colorado
$3.07M +$63.2K +93 +2%
SAM
2122
Smithbridge Asset Management
Pennsylvania
$3.06M +$1.38M +2,031 +83%
SWM
2123
Segment Wealth Management
Texas
$3.06M -$676K -996 -18%
MCM
2124
Mengis Capital Management
Oregon
$3.05M -$114K -168 -4%
AWM
2125
Alterna Wealth Management
Texas
$3.05M -$234K -345 -7%