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iShares Core S&P 500 ETF

3,941 hedge funds and large institutions have $585B invested in iShares Core S&P 500 ETF in 2025 Q4 according to their latest regulatory filings, with 432 funds opening new positions, 1,675 increasing their positions, 1,369 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

8% more funds holding

Funds holding: 3,6563,941 (+285)

0.59% less ownership

Funds ownership: 79.3%78.72% (-0.59%)

15% less call options, than puts

Call options by funds: $2.14B | Put options by funds: $2.53B

Holders
3,941
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1,256
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.14B
Puts
$2.53B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
2301
Evolution Wealth Management
Florida
$2.19M
ISB
2302
Iowa State Bank
Iowa
$2.19M
IP
2303
Integras Partners
Georgia
$2.19M
JMFC
2304
J.M. Forbes & Co
Massachusetts
$2.19M
FVCM
2305
F&V Capital Management
Florida
$2.19M
BFA
2306
Bragg Financial Advisors
North Carolina
$2.18M
CWM
2307
Castle Wealth Management
Florida
$2.18M
SEP
2308
Signature Equity Partners
Ohio
$2.18M
JIR
2309
James Investment Research
Ohio
$2.17M
CFO
2310
Collective Family Office
Pennsylvania
$2.17M
RPWA
2311
Regent Peak Wealth Advisors
Georgia
$2.16M
LFG
2312
Lazard Frères Gestion
France
$2.16M
T
2313
Tableaux
Massachusetts
$2.15M
SSWM
2314
Smith Salley Wealth Management
North Carolina
$2.13M
KCAM
2315
Kagan Cocozza Asset Management
New Jersey
$2.13M
FFG
2316
Fortress Financial Group
Minnesota
$2.13M
Fayez Sarofim & Co
2317
Fayez Sarofim & Co
Texas
$2.12M
MPCL
2318
My Personal CFO LLC
Washington
$2.12M
RIA
2319
Realta Investment Advisors
Delaware
$2.12M
HA
2320
Huntleigh Advisors
Missouri
$2.12M
AWA
2321
Arbor Wealth Advisors
Michigan
$2.1M
RA
2322
Rodgers & Associates
Pennsylvania
$2.1M
PWP
2323
Perfromance Wealth Partners
Illinois
$2.1M
DWA
2324
Delap Wealth Advisory
Oregon
$2.09M
KAM
2325
KEB Asset Management
Illinois
$2.09M