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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
BEW
2301
Burton Enright Welch
California
$2.27M +$132K +195 +6%
NSAM
2302
North Star Asset Management
Wisconsin
$2.26M -$6.11K -9 -0.3%
SWMP
2303
Signature Wealth Management Partners
New Jersey
$2.26M -$17.7K -26 -0.8%
BFG
2304
Berger Financial Group
Minnesota
$2.26M -$4.07K -6 -0.2%
FS
2305
Financial Symmetry
North Carolina
$2.25M -$23.8K -35 -1%
SW
2306
SlateStone Wealth
Florida
$2.25M +$116K +171 +5%
GD
2307
Grandfield & Dodd
New York
$2.25M -$34K -50 -1%
FAM
2308
Frontier Asset Management
Wyoming
$2.25M -$1.24M -1,820 -36%
FTC
2309
Farmers Trust Company
Ohio
$2.25M -$38.7K -57 -2%
MAA
2310
Matrix Asset Advisors
New York
$2.25M +$679 +1 +0%
SC
2311
Searle & Co
Connecticut
$2.24M
VAF
2312
Values Added Financial
District of Columbia
$2.24M
2WWM
2313
21 West Wealth Management
California
$2.24M -$19.7K -29 -0.9%
OWA
2314
Octavia Wealth Advisors
Ohio
$2.23M -$34.6K -51 -2%
EI
2315
Ellevest Inc
New York
$2.23M +$105K +154 +5%
BT
2316
Brandywine Trust
Delaware
$2.23M
FMI
2317
Fiduciary Management Inc
Wisconsin
$2.22M +$1.68M +2,480 +324%
CP
2318
Clarendon Private
Massachusetts
$2.22M +$938K +1,381 +74%
TFA
2319
Toth Financial Advisory
Virginia
$2.22M +$53.6K +79 +2%
SCA
2320
Scott Capital Advisors
Oregon
$2.22M +$6.79K +10 +0.3%
GAM
2321
Griffin Asset Management
New York
$2.21M -$61.8K -91 -3%
APW
2322
Atlantic Private Wealth
North Carolina
$2.2M -$109K -160 -5%
S
2323
Sachetta
Massachusetts
$2.2M -$901K -1,327 -29%
PA
2324
PSI Advisors
Florida
$2.2M +$49.6K +73 +2%
BTW
2325
Boston Trust Walden
Massachusetts
$2.2M