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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 %
CNBTD
3526
Citizens National Bank Trust Department
Mississippi
$24.8K – – –
MSWA
3527
Marshall & Sterling Wealth Advisors
New York
$23K – – –
BFS
3528
Burkett Financial Services
South Carolina
$22.8K – – –
1IA
3529
1620 Investment Advisors
Massachusetts
$22.4K -$4.35K -7 -16%
MS
3530
Marshall & Sullivan
Washington
$20.5K +$20.5K +33 New
SC
3531
Sawyer & Company
Massachusetts
$20K – – –
PAIM
3532
Punch & Associates Investment Management
Minnesota
$17.4K – – –
CW
3533
Curio Wealth
Maryland
$17.4K +$16.8K +27 +2,700%
DRP
3534
Decker Retirement Planning
Utah
$16.8K +$16.8K +27 New
1L
3535
10Elms LLP
Oklahoma
$16.1K – – –
W
3536
WealthCollab
Washington
$14.9K – – –
GI
3537
GS Investments
Minnesota
$14.9K – – –
DFC
3538
DB Fitzpatrick & Co
Idaho
$14.9K – – –
BGWM
3539
Bridge Generations Wealth Management
Florida
$13.7K – – –
LAMC
3540
Longview Asset Management (California)
California
$13.7K – – –
API
3541
Asset Planning Inc
California
$13.5K – – –
SIP
3542
Sellwood Investment Partners
Oregon
$13K – – –
GCM
3543
Gables Capital Management
Florida
$9.93K – – –
AFG
3544
Albion Financial Group
Utah
$9.51K -$1.68M -2,649 -99%
LCM
3545
Logan Capital Management
Pennsylvania
$7.45K -$3.11K -5 -29%
MCA
3546
Maryland Capital Advisors
Maryland
$6.83K – – –
WOC
3547
West Oak Capital
California
$6.71K – – –
VFM
3548
Vision Financial Markets
Connecticut
$6.25K +$568 +1 +10%
SAS
3549
Spurstone Advisory Services
Connecticut
$3.73K -$56.5K -91 -94%
QT
3550
Quantbot Technologies
New York
$2.48K +$2.48K +4 New
140 141
142
143 144