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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
SMWM
2151
Silvia McColl Wealth Management
California
$2.93M
PWS
2152
Precision Wealth Strategies
Missouri
$2.93M -$116K -171 -4%
LC
2153
LTG Capital
Massachusetts
$2.92M +$1.17M +1,729 +68%
EAM
2154
Empirical Asset Management
Massachusetts
$2.92M -$98.5K -145 -3%
FDCP
2155
Foster Dykema Cabot & Partners
Massachusetts
$2.91M -$137K -202 -5%
ACS
2156
Archford Capital Strategies
Illinois
$2.91M -$14.9K -22 -0.5%
HPC
2157
Hobart Private Capital
North Carolina
$2.91M +$72K +106 +3%
PWA
2158
PCG Wealth Advisors
Kansas
$2.91M +$42.8K +63 +2%
PW
2159
Potentia Wealth
California
$2.91M -$1.95M -2,876 -40%
TI
2160
tru Independence
Oregon
$2.9M +$159K +234 +6%
CIA
2161
Caerus Investment Advisors
Texas
$2.9M +$2.87M +4,231 New
OPCM
2162
Osborne Partners Capital Management
California
$2.89M +$919K +1,353 +47%
WA
2163
Westfuller Advisors
New York
$2.89M +$406K +598 +17%
HOWA
2164
Heritage Oak Wealth Advisors
Florida
$2.88M +$2.43M +3,580 +570%
PAW
2165
Plan A Wealth
Nebraska
$2.88M +$1.09M +1,606 +62%
ACI
2166
Alpha Cubed Investments
California
$2.87M +$385K +567 +16%
MW
2167
Marrick Wealth
California
$2.86M +$2.84M +4,175 New
OCG
2168
Opus Capital Group
Ohio
$2.86M +$104K +153 +4%
TD Asset Management
2169
TD Asset Management
Ontario, Canada
$2.86M -$63.2K -93 -2%
AFG
2170
Allegheny Financial Group
Pennsylvania
$2.86M +$27.2K +40 +1%
FWTB
2171
First Western Trust Bank
Colorado
$2.84M
FWP
2172
Falcon Wealth Planning
California
$2.83M -$4.07K -6 -0.1%
OWMIAS
2173
One Wealth Management Investment & Advisory Services
Florida
$2.83M -$267K -393 -9%
CIA
2174
Cape Investment Advisory
Georgia
$2.82M +$537K +791 +24%
NRC
2175
New Republic Capital
North Carolina
$2.82M -$80.7M -118,800 -97%