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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
TNA
2401
True North Advisors
Texas
$1.97M +$432K +636 +28%
PAM
2402
Panagora Asset Management
Massachusetts
$1.96M +$97.8K +144 +5%
PL
2403
Plancorp LLC
Missouri
$1.96M +$19K +28 +1%
EFG
2404
Ehrlich Financial Group
California
$1.96M -$33.3K -49 -2%
BOPW
2405
Brandywine Oak Private Wealth
Pennsylvania
$1.96M +$16.3K +24 +0.8%
MAWA
2406
Moss Adams Wealth Advisors
Washington
$1.96M +$679 +1 +0%
BFG
2407
Beto Financial Group
Idaho
$1.95M +$1.9M +2,795 New
PL
2408
Parthenon LLC
Kentucky
$1.95M -$25.1K -37 -1%
R
2409
Rebalance
California
$1.94M +$14.9K +22 +0.8%
GIA
2410
Goodwin Investment Advisory
Georgia
$1.93M -$90.3K -133 -4%
RRA
2411
Round Rock Advisors
Connecticut
$1.93M +$153K +226 +9%
LWANC
2412
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.93M -$1.03M -1,516 -35%
TFA
2413
Trinity Financial Advisors
Ohio
$1.92M +$166K +244 +10%
FMI
2414
F/M Investments
District of Columbia
$1.92M -$12.9K -19 -0.7%
FA
2415
Fiduciary Alliance
South Carolina
$1.92M +$307K +452 +19%
AWM
2416
Accurate Wealth Management
Florida
$1.92M +$50.9K +75 +3%
FCT
2417
First Community Trust
Iowa
$1.91M
VWM
2418
Vigilare Wealth Management
Arizona
$1.9M -$105K -154 -5%
AFA
2419
Amicus Financial Advisors
Texas
$1.9M +$1.89M +2,777 New
VCM
2420
Virtue Capital Management
Tennessee
$1.9M -$6.96M -10,251 -79%
MIA
2421
MMBG Investment Advisors
Florida
$1.9M
QC
2422
Quent Capital
New York
$1.9M +$142K +209 +8%
QA
2423
Quattro Advisors
Pennsylvania
$1.89M +$1.88M +2,766 New
HL
2424
HeadInvest LLC
Maine
$1.89M -$190K -280 -9%
BFIM
2425
Beese Fulmer Investment Management
Ohio
$1.89M +$74.7K +110 +4%