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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
ACM
2426
Advance Capital Management
Michigan
$1.89M -$93K -137 -5%
SIA
2427
Strategic Investment Advisors
Michigan
$1.89M +$1.83M +2,696 +4,148%
SCP
2428
Sandhill Capital Partners
New York
$1.89M +$23.1K +34 +1%
VAMG
2429
Voisard Asset Management Group
Michigan
$1.88M -$6.11K -9 -0.3%
JWS
2430
Juncture Wealth Strategies
Arizona
$1.88M -$26.5K -39 -1%
TF
2431
Theory Financial
Colorado
$1.88M +$33.3K +49 +2%
CA
2432
Chatterton & Associates
California
$1.88M +$1.87M +2,748 New
IDBONY
2433
Israel Discount Bank of New York
New York
$1.88M +$50.9K +75 +3%
BMWM
2434
Brown Miller Wealth Management
Virginia
$1.88M -$31.2K -46 -2%
EPAM
2435
Evelyn Partners Asset Management
$1.88M
SFA
2436
Seneca Financial Advisors
New York
$1.87M +$232K +341 +14%
FGWP
2437
Founders Grove Wealth Partners
Virginia
$1.87M
STA
2438
Shade Tree Advisors
New York
$1.86M +$1.85M +2,722 New
HFAS
2439
Hummer Financial Advisory Services
Illinois
$1.86M +$6.79K +10 +0.4%
SI
2440
Saxon Interests
Texas
$1.86M -$29.2K -43 -2%
HIM
2441
Hanlon Investment Management
New Jersey
$1.86M -$58.4K -86 -3%
AFAS
2442
Acorn Financial Advisory Services
Virginia
$1.85M +$170K +250 +10%
KPP
2443
Kings Path Partners
Texas
$1.85M -$8.83K -13 -0.5%
SCM
2444
Sheridan Capital Management
California
$1.85M +$136K +200 +8%
SFGP
2445
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$1.84M +$1.47M +2,168 +414%
RBC
2446
Roble Belko & Company
Pennsylvania
$1.84M
CA
2447
Cortland Associates
Missouri
$1.83M +$458K +674 +34%
EWP
2448
Evergreen Wealth Partners
Montana
$1.83M +$1.82M +2,674 New
HOWA
2449
Hudson Oak Wealth Advisory
New Jersey
$1.83M +$1.82M +2,674 New
CW
2450
Code Waechter
Florida
$1.83M +$129K +190 +8%