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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
WLPWM
2126
Walled Lake Planning & Wealth Management
Illinois
$3.04M +$2.04K +3 +0.1%
MCM
2127
Mainstream Capital Management
California
$3.04M -$679 -1 -0%
CMP
2128
Courage Miller Partners
Virginia
$3.04M -$18.3K -27 -0.6%
CWM
2129
Centric Wealth Management
Illinois
$3.03M -$532K -783 -15%
MAG
2130
Mayfair Advisory Group
Alabama
$3.03M -$27.8K -41 -0.9%
CCA
2131
Clearwater Capital Advisors
Illinois
$3.03M
BMO
2132
Beck Mack & Oliver
New York
$3.02M
MCA
2133
Magnolia Capital Advisors
Mississippi
$3.02M +$221K +325 +8%
OA
2134
Operose Advisors
Wisconsin
$3.01M +$208K +307 +8%
RIA
2135
Retirement Investment Advisors
Oklahoma
$3.01M +$31.9K +47 +1%
IPW
2136
Impact Partnership Wealth
Georgia
$3M +$1.38M +2,033 +87%
RSF
2137
Rik Saylor Financial
Ohio
$2.99M -$74K -109 -2%
CAI
2138
Capital Advisors Inc
Oklahoma
$2.99M +$728K +1,072 +33%
WP
2139
Walleye Partners
Wisconsin
$2.98M +$2.96M +4,353 New
CMAI
2140
Capital Management Associates Inc
Minnesota
$2.98M +$1.83M +2,691 +163%
UF
2141
Univest Financial
Pennsylvania
$2.97M +$330K +486 +13%
DJSG
2142
D.J. St. Germain
Massachusetts
$2.97M +$600K +884 +26%
CNBT
2143
Canandaigua National Bank & Trust
New York
$2.96M -$547K -805 -16%
MWM
2144
Maripau Wealth Management
Indiana
$2.95M +$412K +607 +16%
CA
2145
CapWealth Advisors
Tennessee
$2.94M
FFS
2146
Flavin Financial Services
Florida
$2.94M -$132K -194 -4%
EA
2147
Efficient Advisors
Ohio
$2.93M +$63.2K +93 +2%
DF
2148
Downshift Financial
Colorado
$2.93M +$2.93M +4,312 New
FWP
2149
Flatrock Wealth Partners
California
$2.93M +$2.91M +4,279 New
WE
2150
Wealth Effects
Massachusetts
$2.93M +$10.2K +15 +0.4%