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iShares Core S&P 500 ETF
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Overview Fund Activity

3,544 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, 1,439 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,544
Holders Change
+30
Holders Change %
+0.85%
% of All Funds
47.51%
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
1,439
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 %
KFP
476
KMG Fiduciary Partners
Ohio
$61.1M +$65.2K +105 +0.1%
BWFA
477
Baltimore-Washington Financial Advisors
Maryland
$60.5M +$11.4M +18,301 +23%
BFA
478
Beaumont Financial Advisors
Massachusetts
$60.3M +$2.34M +3,771 +4%
BWM
479
Buska Wealth Management
Wisconsin
$60.3M +$726K +1,170 +1%
KPWG
480
KFA Private Wealth Group
Virginia
$60.2M -$495K -798 -0.8%
LWA
481
Lineweaver Wealth Advisors
Ohio
$60M -$10M -16,137 -14%
BA
482
Bristlecone Advisors
Washington
$60M +$2.09M +3,361 +4%
PSCM
483
Per Stirling Capital Management
Texas
$59.7M +$516K +831 +0.9%
TCM
484
Twele Capital Management
Minnesota
$59.6M -$1.08M -1,738 -2%
BOS
485
Bank of Stockton
California
$59.3M +$2.49M +4,005 +4%
PFS
486
Prospera Financial Services
Texas
$58.5M +$16.2M +26,067 +38%
PI
487
Parkside Investments
Illinois
$58.1M -$1.05M -1,684 -2%
BWS
488
Buck Wealth Strategies
Colorado
$57.9M +$7.5M +12,087 +15%
RFP
489
Roth Financial Partners
Texas
$57.7M -$643K -1,036 -1%
VWA
490
Visionary Wealth Advisors
Illinois
$57.7M +$2.98M +4,799 +5%
FYW
491
Future You Wealth
New York
$57.6M -$151K -243 -0.3%
HCMT
492
Highland Capital Management (Tennessee)
Tennessee
$57.4M +$278K +447 +0.5%
FMN
493
Financial Management Network
California
$57.3M +$2.7M +4,304 +5%
PIM
494
Parker Investment Management
California
$57.3M -$353K -568 -0.6%
SIM
495
SSI Investment Management
California
$57M -$2.12M -3,418 -4%
ACA
496
Affinity Capital Advisors
California
$56.8M +$618K +996 +1%
BS
497
Banco Santander
Spain
$56.7M +$17.4M +28,055 +44%
CI
498
CX Institutional
Indiana
$56.6M -$874K -1,408 -2%
SRC
499
Shufro Rose & Co
New York
$56.3M -$1.56M -2,780 -3%
OFG
500
Oxford Financial Group
Indiana
$56.2M -$742K -1,195 -1%
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