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iShares Core S&P 500 ETF
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Overview Fund Activity

3,545 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, 1,466 increasing their positions, 1,439 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,545
Holders Change
+31
Holders Change %
+0.88%
% 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
1,466
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 %
MB
501
Mizuho Bank
Japan
$55.9M +$55.9M +90,000 New
WA
502
Waterford Advisors
New York
$55.6M -$1.44B -83,007 -96%
FIA
503
Foundations Investment Advisors
Arizona
$55.5M -$108M -173,240 -66%
MFS
504
Madrona Financial Services
Washington
$55.3M +$1.65M +2,655 +3%
MT
505
Midwest Trust
Kansas
$55.2M +$55.2M +88,940 New
CIA
506
Concurrent Investment Advisors
Florida
$55.2M +$2.54M +4,085 +5%
GS
507
GTS Securities
New York
$55.2M +$38M +61,198 +221%
BA
508
Bluesphere Advisors
Pennsylvania
$55.1M +$2.08M +3,343 +4%
SFA
509
Sequoia Financial Advisors
Ohio
$54.9M -$355K -571 -0.6%
AA
510
Ancora Advisors
Ohio
$54.7M +$2.33M +3,750 +4%
ST
511
Smithfield Trust
Pennsylvania
$54.6M -$35.4K -57 -0.1%
IF
512
Ironwood Financial
Arizona
$54.5M – – –
Rafferty Asset Management
513
Rafferty Asset Management
New York
$54.3M – – –
TCM
514
Towercrest Capital Management
Pennsylvania
$54.2M +$1.94M +3,117 +4%
BOCM
515
Bontempo Ohly Capital Management
Maryland
$54M +$1.28M +2,059 +2%
EA
516
Enclave Advisors
Texas
$54M +$939K +1,512 +2%
DSA
517
Droms Strauss Advisors
Missouri
$53.8M -$551K -887 -1%
DE
518
Diversified Enterprises
Delaware
$53.6M -$5.04M -8,114 -9%
BAM
519
Beaumont Asset Management
Texas
$53.5M +$2.54M +4,090 +5%
SFS
520
Sowell Financial Services
Arkansas
$53.5M -$731K -1,178 -1%
MWC
521
MKD Wealth Coaches
Michigan
$53.5M +$348K +561 +0.7%
CL
522
CLG LLC
California
$53.2M +$4.87M +7,850 +10%
MSA
523
Marino Stram & Associates
Massachusetts
$53.2M +$1.53M +2,464 +3%
RL
524
Rogco LP
Oklahoma
$53.1M -$503K -810 -0.9%
CWM
525
Cranbrook Wealth Management
Michigan
$52.9M +$3.17M +5,101 +6%
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