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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 %
AWC
301
Abundance Wealth Counselors
Pennsylvania
$120M +$196K +319 +0.2%
BIM
302
Bridges Investment Management
Nebraska
$120M +$6.76M +10,892 +6%
AQR Capital Management
303
AQR Capital Management
Connecticut
$118M +$10.6M +17,104 +10%
BP
304
BBR Partners
New York
$118M – – –
RWP
305
RWA Wealth Partners
Massachusetts
$117M +$5.6M +9,023 +5%
FAC
306
Financial Advisory Corporation
Michigan
$117M +$1.23M +1,988 +1%
TWG
307
The Wealth Group
Minnesota
$117M -$5.39M -8,684 -4%
SF
308
Summit Financial
New Jersey
$116M +$66.8M +107,574 +136%
BWP
309
BSW Wealth Partners
Colorado
$116M +$7.35M +11,840 +7%
FWCM
310
Ferguson Wellman Capital Management
Oregon
$115M +$1.83M +2,953 +2%
CFO
311
Callan Family Office
Pennsylvania
$115M +$9.56M +15,394 +9%
FHA
312
First Horizon Advisors
Tennessee
$115M -$10.7M -17,288 -9%
CWA
313
Core Wealth Advisors
Florida
$114M +$166K +268 +0.1%
PWM
314
Perigon Wealth Management
California
$114M -$3.73M -6,012 -3%
SG
315
StoneX Group
New York
$113M +$4.75M +7,658 +4%
FBB
316
Fulton Breakefield Broenniman
Maryland
$113M +$1.79M +2,876 +2%
VFIC
317
Valley Forge Investment Consultants
Pennsylvania
$112M +$152K +245 +0.1%
EWA
318
EP Wealth Advisors
California
$111M +$56.7M +91,254 +104%
Citigroup
319
Citigroup
New York
$110M +$30M +48,347 +38%
AA
320
ALPS Advisors
Colorado
$110M +$28.1M +45,335 +34%
CFP
321
Catalyst Financial Partners
Massachusetts
$110M +$6.18M +9,947 +6%
WAG
322
Winthrop Advisory Group
Massachusetts
$110M +$7.93M +12,776 +8%
ASN
323
Advisory Services Network
Georgia
$109M -$26.7M -42,052 -20%
QCM
324
Quantinno Capital Management
New York
$109M +$27.1M +43,619 +33%
PFA
325
Pure Financial Advisors
California
$108M +$71.5M +115,228 +195%
11 12
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