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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
WRPWM
2326
Werba Rubin Papier Wealth Management
California
$2.19M -$123K -181 -5%
EWM
2327
Evolution Wealth Management
Florida
$2.19M +$373K +549 +21%
ISB
2328
Iowa State Bank
Iowa
$2.19M
IP
2329
Integras Partners
Georgia
$2.19M -$53K -78 -2%
JMFC
2330
J.M. Forbes & Co
Massachusetts
$2.19M +$48.9K +72 +2%
FVCM
2331
F&V Capital Management
Florida
$2.19M
BFA
2332
Bragg Financial Advisors
North Carolina
$2.18M -$21.1K -31 -1%
CWM
2333
Castle Wealth Management
Florida
$2.18M -$40.7K -60 -2%
SEP
2334
Signature Equity Partners
Ohio
$2.18M +$2.16M +3,175 New
JIR
2335
James Investment Research
Ohio
$2.17M -$102K -150 -5%
CFO
2336
Collective Family Office
Pennsylvania
$2.17M -$234K -344 -10%
RPWA
2337
Regent Peak Wealth Advisors
Georgia
$2.16M -$124K -182 -5%
LFG
2338
Lazard Frères Gestion
France
$2.16M
T
2339
Tableaux
Massachusetts
$2.15M -$2.18M -3,206 -50%
SSWM
2340
Smith Salley Wealth Management
North Carolina
$2.13M +$21.1K +31 +1%
KCAM
2341
Kagan Cocozza Asset Management
New Jersey
$2.13M -$13.6K -20 -0.6%
FFG
2342
Fortress Financial Group
Minnesota
$2.13M +$679 +1 +0%
Fayez Sarofim & Co
2343
Fayez Sarofim & Co
Texas
$2.12M +$1.54M +2,264 +271%
MPCL
2344
My Personal CFO LLC
Washington
$2.12M -$11.7M -17,268 -85%
RIA
2345
Realta Investment Advisors
Delaware
$2.12M -$69.3K -102 -3%
HA
2346
Huntleigh Advisors
Missouri
$2.12M -$14.3K -21 -0.7%
AWA
2347
Arbor Wealth Advisors
Michigan
$2.1M +$7.47K +11 +0.4%
RA
2348
Rodgers & Associates
Pennsylvania
$2.1M -$6.79K -10 -0.3%
PWP
2349
Perfromance Wealth Partners
Illinois
$2.1M +$237K +349 +13%
DWA
2350
Delap Wealth Advisory
Oregon
$2.09M +$158K +233 +8%