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iShares Core S&P 500 ETF
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Overview Fund Activity

3,543 hedge funds and large institutions have $460B invested in iShares Core S&P 500 ETF in 2025 Q2 according to their latest regulatory filings, with 188 funds opening new positions, 1,465 increasing their positions, 1,438 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,543
Holders Change
+29
Holders Change %
+0.83%
% of All Funds
47.5%
Holding in Top 10
1,130
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-1.31%
% of All Funds
15.15%
New
188
Increased
1,465
Reduced
1,438
Closed
87
Calls
$2.58B
Puts
$2.21B
Net Calls
+$366M
Net Calls Change
-$5.51B

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$2.72B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.43B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$739M
4
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
+$661M
5
Macquarie Group
Macquarie Group
Australia
+$649M

Top Sellers

1
CM
Capula Management
Cayman Islands
-$4.79B
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.55B
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$2.94B
4
Prudential Financial
Prudential Financial
New Jersey
-$2.58B
5
Bank of America
Bank of America
North Carolina
-$2.49B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
251
Calamos Wealth Management
Illinois
$159M -$6.75M -10,873 -4%
MFG
252
Merit Financial Group
Georgia
$158M -$6.81M -10,962 -4%
JC
253
JB Capital
Connecticut
$156M -$130M -209,772 -46%
BBA
254
BLB&B Advisors
Pennsylvania
$154M +$6.52M +10,501 +4%
GC
255
Grimes & Company
Massachusetts
$153M +$15.3M +24,586 +11%
PFM
256
Phillips Financial Management
Indiana
$153M +$1.2M +1,926 +0.8%
MFIM
257
Mesirow Financial Investment Management
Illinois
$150M +$4.39M +7,075 +3%
SP
258
Stairway Partners
Illinois
$150M +$920K +1,482 +0.6%
JFA
259
JNBA Financial Advisors
Minnesota
$149M +$12.1M +19,543 +9%
BWP
260
BlueStem Wealth Partners
Minnesota
$148M +$8.92M +14,360 +6%
Ensign Peak Advisors
261
Ensign Peak Advisors
Utah
$147M -$15.1M -24,314 -9%
MA
262
Montag & Associates
Georgia
$146M +$4.53M +7,300 +3%
FSWA
263
Financial Synergies Wealth Advisors
Texas
$145M +$837K +1,348 +0.6%
MFS
264
McNamara Financial Services
Massachusetts
$144M -$217K -349 -0.1%
Financial Engines Advisors
265
Financial Engines Advisors
California
$144M +$134M +215,504 +1,321%
QCG
266
Quadrant Capital Group
Ohio
$143M -$28.3M -45,540 -16%
LGWM
267
Litman Gregory Wealth Management
California
$142M +$2.37M +3,819 +2%
LFG
268
Leverty Financial Group
Wisconsin
$140M +$111M +178,604 +379%
MLIC
269
Mandatum Life Insurance Company
Finland
$140M +$5.56M +8,952 +4%
CB
270
Commerce Bank
Missouri
$140M -$8.87M -14,289 -6%
HFBOT
271
Home Federal Bank of Tennessee
Tennessee
$140M -$117K -188 -0.1%
FNBT
272
FineMark National Bank & Trust
Florida
$140M +$595K +959 +0.4%
AAG
273
Armstrong Advisory Group
Massachusetts
$139M -$21.5M -34,625 -13%
BOH
274
Bank of Hawaii
Hawaii
$139M -$485K -781 -0.3%
VFA
275
Valeo Financial Advisors
Indiana
$138M +$10.3M +16,656 +8%
9 10
11
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