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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 %
GCWM
2976
Guided Capital Wealth Management
Texas
$457K – – –
SMH
2977
Sanders Morris Harris
Texas
$456K -$2.34M -3,761 -84%
MCIA
2978
Mountain Capital Investment Advisors
Colorado
$456K -$86.3K -139 -16%
HCM
2979
Hillman Capital Management
Maryland
$454K – – –
NC
2980
NewSquare Capital
Pennsylvania
$454K +$35.4K +57 +8%
QIM
2981
Quest Investment Management
Oregon
$454K -$15.5K -25 -3%
CMS
2982
Capital Market Strategies
Florida
$454K -$5.59K -9 -1%
CF
2983
Clarity Financial
Texas
$453K -$621 -1 -0.1%
AHC
2984
Adell Harriman & Carpenter
Texas
$453K – – –
APA
2985
Astoria Portfolio Advisors
New York
$453K +$16.6K +26 +4%
BCM
2986
BluePath Capital Management
Georgia
$452K -$34.8K -56 -7%
CAC
2987
Core Alternative Capital
Georgia
$450K -$14.3K -23 -3%
FSG
2988
Financial Strategies Group
Michigan
$449K -$113K -180 -20%
HP
2989
Hilltop Partners
Indiana
$448K +$100K +161 +29%
SLT
2990
St Louis Trust
Missouri
$447K – – –
LAM
2991
Lewis Asset Management
California
$447K +$447K +720 New
RFW
2992
Rainier Family Wealth
Washington
$447K +$190K +306 +74%
CPG
2993
Cornerstone Planning Group
New Jersey
$446K -$276K -437 -38%
CMP
2994
Coston McIsaac & Partners
Maine
$445K – – –
WPWM
2995
Western Pacific Wealth Management
Illinois
$444K +$436K +702 +5,400%
OBGC
2996
O'Brien Greene & Co
Pennsylvania
$443K – – –
OHWP
2997
Oak Harbor Wealth Partners
North Carolina
$442K – – –
W
2998
WorthPointe
California
$439K – – –
SF
2999
Strategent Financial
Virginia
$438K – – –
FCM
3000
Fogel Capital Management
Florida
$438K +$4.97K +8 +1%
118 119
120
121 122