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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
MCM
2376
Morton Capital Management
California
$2.03M +$213K +313 +12%
Wealthfront Advisers
2377
Wealthfront Advisers
California
$2.03M +$789K +1,162 +65%
CRW
2378
Clarity Retirement & Wealth
Massachusetts
$2.03M +$2.01M +2,957 New
ZI
2379
ZEGA Investments
Florida
$2.02M -$3.4K -5 -0.2%
AFFA
2380
ALM First Financial Advisors
Texas
$2.02M +$2.01M +2,955 New
LDB
2381
Lee, Danner & Bass
Tennessee
$2.02M
AAM
2382
Austin Asset Management
Texas
$2.02M +$126K +185 +7%
CTC
2383
Corundum Trust Company
South Dakota
$2.02M -$9.51K -14 -0.5%
DP
2384
DDD Partners
Washington
$2.01M +$256K +377 +15%
EP
2385
EPIQ Partners
Minnesota
$2.01M +$1.36K +2 +0.1%
PP
2386
Patron Partners
Texas
$2.01M -$95.7K -141 -5%
KCM
2387
Kornitzer Capital Management
Kansas
$2.01M -$207K -305 -9%
UBP
2388
Union Bancaire Privee
Switzerland
$2.01M +$1.79M +2,640 +250%
PTC
2389
Philadelphia Trust Company
Pennsylvania
$2M
BMC
2390
Benin Management Corp
Connecticut
$2M
CS
2391
Capital Square
Tennessee
$2M -$31.9K -47 -2%
GWL
2392
Generations Wealth LLC
Ohio
$2M +$1.98M +2,916 New
TP
2393
Thayer Partners
Pennsylvania
$1.99M +$1.98M +2,913 New
TW
2394
TritonPoint Wealth
Maryland
$1.99M -$10.5M -15,468 -84%
MMG
2395
Monetary Management Group
Missouri
$1.99M
OHIS
2396
Oak Harvest Investment Services
Texas
$1.99M +$349K +514 +22%
WA
2397
Whipplewood Advisors
Colorado
$1.98M -$22.4K -33 -1%
WCMN
2398
Westchester Capital Management (Nebraska)
Nebraska
$1.98M
TTWM
2399
TCV Trust & Wealth Management
Virginia
$1.98M -$227K -334 -10%
GP
2400
Greenline Partners
New York
$1.97M