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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
KAM
2351
KEB Asset Management
Illinois
$2.09M -$9.51K -14 -0.5%
SG
2352
Sankala Group
Colorado
$2.08M +$2.05M +3,023 New
GWM
2353
Greenwich Wealth Management
Connecticut
$2.08M +$95.7K +141 +5%
KFP
2354
Kerr Financial Planning
California
$2.08M +$6.11K +9 +0.3%
LWCFA
2355
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.08M -$238K -350 -11%
JWWM
2356
Johnson & White Wealth Management
Pennsylvania
$2.07M -$35.3K -52 -2%
SHFG
2357
S Harris Financial Group
Texas
$2.07M +$2.05M +3,026 New
Qube Research & Technologies (QRT)
2358
Qube Research & Technologies (QRT)
United Kingdom
$2.07M -$3.32M -4,883 -62%
JCM
2359
J2 Capital Management
Michigan
$2.06M +$71.3K +105 +4%
FWM
2360
Fingerlakes Wealth Management
New York
$2.06M -$55.7K -82 -3%
ZIG
2361
Zullo Investment Group
Pennsylvania
$2.06M -$140K -206 -6%
W
2362
Wealthquest
Ohio
$2.06M +$2.04M +3,004 New
APC
2363
Aspire Private Capital
North Carolina
$2.05M -$40.7K -60 -2%
BI
2364
Bolthouse Investments
California
$2.05M
CFCS
2365
CDM Financial Counseling Services
Connecticut
$2.05M +$2.03M +2,989 New
CB
2366
CNB Bank
Pennsylvania
$2.05M -$8.15K -12 -0.4%
CWA
2367
Crusonia Wealth Advisors
Colorado
$2.04M +$2.03M +2,983 New
BST
2368
Bath Savings Trust
Maine
$2.04M +$27.2K +40 +1%
CGL
2369
Clarius Group LLC
Washington
$2.04M +$1.36K +2 +0.1%
LCM
2370
Lazari Capital Management
California
$2.04M +$62.5K +92 +3%
AIC
2371
Archer Investment Corporation
Indiana
$2.04M -$78.1K -115 -4%
GAM
2372
GEM Asset Management
Michigan
$2.04M
BFG
2373
Broussard Financial Group
Louisiana
$2.04M +$2.02M +2,975 New
MA
2374
MKT Advisors
California
$2.03M -$12.2K -18 -0.6%
CA
2375
Calton & Associates
Florida
$2.03M +$268K +394 +15%