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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
NWA
2451
Navis Wealth Advisors
New York
$1.83M -$30.6K -45 -2%
RA
2452
RoundAngle Advisors
New Jersey
$1.83M +$270K +397 +18%
GWA
2453
Geometric Wealth Advisors
District of Columbia
$1.82M -$25.8K -38 -1%
CKAIS
2454
Christensen King & Associates Investment Services
Washington
$1.82M +$17.7K +26 +1%
VDC
2455
Van Diest Capital
Iowa
$1.82M +$1.8M +2,650 New
IFWM
2456
Institute for Wealth Management
Colorado
$1.81M +$18.3K +27 +1%
CIS
2457
Continental Investors Services
Washington
$1.81M -$477K -702 -21%
CCWP
2458
Cedar Cove Wealth Partners
Minnesota
$1.81M +$1.8M +2,645 New
CI
2459
Ceera Investments
Texas
$1.81M -$1.76M -2,592 -50%
WAS
2460
Wealth Advisory Solutions
Indiana
$1.81M +$51.6K +76 +3%
KLCM
2461
KG&L Capital Management
Louisiana
$1.8M +$679 +1 +0%
LAM
2462
Lakewood Asset Management
Illinois
$1.8M -$76.7K -113 -4%
FWP
2463
Family Wealth Partners
North Carolina
$1.8M
RFP
2464
Root Financial Partners
California
$1.79M +$319K +470 +22%
DWP
2465
Destiny Wealth Partners
Florida
$1.79M -$130K -191 -7%
TA
2466
TruWealth Advisors
Louisiana
$1.79M +$1.12M +1,650 +173%
AFO
2467
Allie Family Office
Florida
$1.78M
AI
2468
Axiom Investors
Connecticut
$1.78M -$67.9K -100 -4%
HFS
2469
Haverford Financial Services
Pennsylvania
$1.78M +$40.7K +60 +2%
IDA
2470
Intelligence Driven Advisers
California
$1.78M -$17.7K -26 -1%
FAG
2471
Fortitude Advisory Group
Washington
$1.78M -$41.4K -61 -2%
FA
2472
Faithward Advisors
Pennsylvania
$1.78M -$9.51K -14 -0.5%
BCA
2473
Bay Capital Advisors
Virginia
$1.78M +$14.3K +21 +0.8%
EM
2474
Excalibur Management
Massachusetts
$1.78M -$17K -25 -1%
KLI
2475
Kelman-Lazarov Inc
Tennessee
$1.78M +$679 +1 +0%