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iShares Core S&P 500 ETF
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Overview Fund Activity

3,546 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 189 funds opening new positions, 1,466 increasing their positions, 1,439 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,546
Holders Change
+32
Holders Change %
+0.91%
% of All Funds
47.52%
Holding in Top 10
1,130
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-1.31%
% of All Funds
15.14%
New
189
Increased
1,466
Reduced
1,439
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 %
CAMV
2751
Concord Asset Management (Virginia)
Virginia
$688K +$688K +1,109 New
CSPIA
2752
Cary Street Partners Investment Advisory
Virginia
$687K -$666K -1,073 -49%
FFWM
2753
Future Financial Wealth Management
Ohio
$687K +$3.1K +5 +0.5%
LRPA
2754
L. Roy Papp & Associates
Arizona
$687K +$109K +175 +19%
TA
2755
TPG Advisors
Illinois
$687K +$14.9K +24 +2%
MEAC
2756
M.E. Allison & Co
Texas
$682K +$621 +1 +0.1%
WWA
2757
Wealth Watch Advisors
Colorado
$682K +$9.93K +16 +1%
SHA
2758
Seneca House Advisors
Virginia
$681K +$15.5K +25 +2%
NLP
2759
Next Level Private
New York
$676K +$10.6K +17 +2%
Wealthfront Advisers
2760
Wealthfront Advisers
California
$674K +$111K +178 +20%
DBRC
2761
D.B. Root & Company
Pennsylvania
$673K -$70.8K -114 -10%
PWS
2762
Proactive Wealth Strategies
Georgia
$672K -$11.8K -19 -2%
HDIM
2763
Hanson & Doremus Investment Management
Vermont
$671K – – –
SFC
2764
SYM Financial Corp
Indiana
$671K +$671K +1,080 New
UBG
2765
United Bank (Georgia)
Georgia
$670K – – –
CPWM
2766
Cypress Point Wealth Management
Texas
$669K +$238K +384 +55%
IWP
2767
Innova Wealth Partners
Pennsylvania
$669K -$18K -29 -3%
MCA
2768
Midwest Capital Advisors
Michigan
$667K -$42.2K -68 -6%
HHRDM
2769
H&H Retirement Design & Management
Nevada
$666K +$417K +660 +168%
CPCM
2770
Cardinal Point Capital Management
Ontario, Canada
$664K -$47.2K -76 -7%
SOADOR
2771
State of Alaska Department of Revenue
Alaska
$663K -$1.39M -2,237 -68%
HPIA
2772
Hamilton Point Investment Advisors
North Carolina
$663K – – –
HA
2773
Hofer & Associates
California
$661K -$1.24K -2 -0.2%
TAM
2774
Townsend Asset Management
North Carolina
$661K +$621 +1 +0.1%
HPA
2775
High Probability Advisors
New York
$661K +$661K +1,064 New
109 110
111
112 113