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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
TWM
2251
Trinity Wealth Management
Pennsylvania
$2.46M -$6.79K -10 -0.3%
MCM
2252
Manchester Capital Management
Vermont
$2.46M -$633K -932 -21%
BO
2253
Bank OZK
Arkansas
$2.45M +$31.9K +47 +1%
GW
2254
Graetz Wealth
Michigan
$2.45M +$2.43M +3,576 New
EL
2255
Essex LLC
Illinois
$2.44M -$1.36K -2 -0.1%
SWM
2256
StoneCrest Wealth Management
Arizona
$2.43M -$57.7K -85 -2%
CFD
2257
Creative Financial Designs
Indiana
$2.43M -$67.2K -99 -3%
DI
2258
Disciplined Investments
Oklahoma
$2.43M -$50.3K -74 -2%
FPB
2259
First PREMIER Bank
South Dakota
$2.42M -$46.9K -69 -2%
SPA
2260
Sentinel Pension Advisors
Massachusetts
$2.42M +$4.75K +7 +0.2%
1SB
2261
1ST Source Bank
Indiana
$2.42M -$6.11K -9 -0.3%
ITIM
2262
Indiana Trust & Investment Management
Indiana
$2.41M
UWM
2263
Urban Wealth Management
California
$2.41M +$2.39M +3,516 New
BCMLT
2264
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.4M +$450K +662 +23%
GA
2265
Goldstein Advisors
Wisconsin
$2.4M -$70.6K -104 -3%
LWM
2266
LongView Wealth Management
Georgia
$2.39M +$588K +866 +34%
PFM
2267
Peak Financial Management
Massachusetts
$2.39M -$21.7K -32 -0.9%
ACP
2268
Aviance Capital Partners
Florida
$2.38M +$7.47K +11 +0.3%
WWM
2269
WJ Wealth Management
Arizona
$2.37M -$11.5K -17 -0.5%
MCM
2270
Maple Capital Management
Vermont
$2.37M -$21.1K -31 -0.9%
FAM
2271
Formidable Asset Management
Ohio
$2.37M +$120K +177 +5%
BCM
2272
Beck Capital Management
Texas
$2.36M -$352K -519 -13%
RA
2273
Riversedge Advisors
Delaware
$2.36M -$2.72K -4 -0.1%
PP
2274
Pacifica Partners
Canada
$2.36M -$25.1K -37 -1%
MPW
2275
Magnolia Private Wealth
Pennsylvania
$2.35M -$267K -393 -10%