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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
ML
2201
Mayport LLC
Massachusetts
$2.65M +$921K +1,356 +54%
KFI
2202
Key Financial Inc
Pennsylvania
$2.65M -$255K -376 -9%
SFWA
2203
Summit Financial Wealth Advisors
Louisiana
$2.64M -$1.25M -1,839 -32%
CWA
2204
Clarity Wealth Advisors
California
$2.63M +$409K +602 +19%
CB
2205
Centennial Bank
Arkansas
$2.63M
CFMC
2206
Curbstone Financial Management Corp
New Hampshire
$2.63M +$1.36K +2 +0.1%
OCA
2207
Odyssey Capital Advisors
Pennsylvania
$2.63M +$2.6M +3,833 New
TH
2208
Team Hewins
California
$2.62M -$1.36K -2 -0.1%
TF
2209
Tompkins Financial
New York
$2.62M +$9.51K +14 +0.4%
FNBTCON
2210
First National Bank & Trust Co of Newtown
Pennsylvania
$2.62M +$632K +930 +32%
VST
2211
Van Strum & Towne
California
$2.62M -$156K -229 -6%
CFS
2212
Cannon Financial Strategists
Georgia
$2.6M +$178K +262 +7%
PFW
2213
Petros Family Wealth
Minnesota
$2.59M +$2.57M +3,788 New
RBFC
2214
Roman Butler Fullerton & Co
Missouri
$2.59M +$3.4K +5 +0.1%
FC
2215
Financial Consulate
Maryland
$2.58M -$28.5K -42 -1%
SRC
2216
Sage Rhino Capital
California
$2.58M -$611K -900 -19%
BIG
2217
Builder Investment Group
Georgia
$2.58M -$115K -169 -4%
GJIA
2218
Glass Jacobson Investment Advisors
Maryland
$2.57M +$61.1K +90 +2%
HA
2219
Hyposwiss Advisors
$2.57M +$2.55M +3,750 New
AWM
2220
Angeles Wealth Management
California
$2.57M -$412K -607 -14%
ACA
2221
Arsenal Capital Advisors
Pennsylvania
$2.56M +$2.54M +3,736 New
WAM
2222
Weatherly Asset Management
California
$2.56M
SFB
2223
STAR Financial Bank
Indiana
$2.55M +$435K +640 +21%
SW
2224
SMART Wealth
Nebraska
$2.55M +$728K +1,072 +41%
FF
2225
Francis Financial
$2.54M -$126K -186 -5%