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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 %
CP
2926
Covenant Partners
Tennessee
$502K -$41.6K -67 -8%
LFA
2927
Longview Financial Advisors
Alabama
$498K -$8.7K -14 -2%
SPWG
2928
Sage Private Wealth Group
Illinois
$498K +$621 +1 +0.1%
MCFP
2929
Mallini Complete Financial Planning
Florida
$497K -$450K – –
TFG
2930
Taylor Financial Group
Virginia
$495K -$14.3K -23 -3%
BI
2931
Beckerman Institutional
New Jersey
$494K – – –
PCM
2932
Pointe Capital Management
Michigan
$493K -$58.4K -94 -11%
TWM
2933
Trevian Wealth Management
Massachusetts
$491K +$34.8K +56 +8%
ORC
2934
O'Rourke & Company
Massachusetts
$490K -$3.73K -6 -0.8%
WW
2935
Westshore Wealth
California
$490K – – –
PFA
2936
Petra Financial Advisors
Colorado
$489K +$10.6K +17 +2%
CWM
2937
Challenger Wealth Management
California
$489K -$54.7K -88 -10%
FA
2938
Fagan Associates
New York
$488K – – –
VRM
2939
Vectors Research Management
New York
$487K -$9.93K -16 -2%
VBA
2940
von Borstel & Associates
Oregon
$485K – – –
QFA
2941
Quantum Financial Advisors
California
$484K – – –
JLBC
2942
J.L. Bainbridge & Co
Florida
$483K – – –
GC
2943
Grange Capital
Oregon
$482K -$94.4K -152 -16%
EA
2944
Ellsworth Advisors
Ohio
$482K +$28.5K +46 +6%
DPW
2945
DiNuzzo Private Wealth
Pennsylvania
$482K -$3.11K -5 -0.6%
PWH
2946
Priebe Wealth Holdings
Minnesota
$482K – – –
HVIA
2947
Hudson Valley Investment Advisors
New York
$481K – – –
SPWG
2948
Syntegra Private Wealth Group
Missouri
$481K – – –
KFS
2949
Kaizen Financial Strategies
California
$480K – – –
LA
2950
LVW Advisors
New York
$480K -$2.48K -4 -0.5%
116 117
118
119 120