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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 %
GSWM
576
Greenup Street Wealth Management
Michigan
$47.3M +$713K +1,148 +2%
CWG
577
Cornerstone Wealth Group
North Carolina
$47.2M -$1.51M -2,435 -3%
FCP
578
Fidelis Capital Partners
Florida
$47.2M -$366K -576 -0.8%
HR
579
Howe & Rusling
New York
$47.1M +$7.37M +11,862 +19%
PAS
580
PKS Advisory Services
New York
$47M -$127K -204 -0.3%
LWM
581
Latko Wealth Management
Illinois
$47M +$1.8M +2,900 +4%
CIA
582
Capital Investment Advisors
Georgia
$46.9M +$3.04M +4,890 +7%
CWM
583
Cornerstone Wealth Management
Missouri
$46.8M -$1.63M -2,629 -3%
KFA
584
Kelleher Financial Advisors
New York
$46.7M +$1.23M +1,977 +3%
SCA
585
Stonebridge Capital Advisors
Minnesota
$46.3M +$1.87M +3,010 +4%
CCWA
586
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$46.2M -$3.66M -5,899 -7%
GI
587
GAMCO Investors
Connecticut
$46.1M +$46.1M +74,230 New
MMA
588
Mizuho Markets Americas
New York
$45.9M -$78.9M -127,073 -63%
CFO
589
Custos Family Office
Texas
$45.8M -$5.43M -8,738 -11%
WC
590
Waterloo Capital
Texas
$45.8M +$6.42M +10,343 +16%
HPM
591
Hoxton Planning & Management
West Virginia
$45.6M -$3.14M -5,050 -6%
PFGIA
592
Patriot Financial Group Insurance Agency
Massachusetts
$45.5M +$103K +166 +0.2%
BWM
593
BankPlus Wealth Management
Mississippi
$45.4M -$1.39M -2,240 -3%
MG
594
Mather Group
Illinois
$45.3M -$3.12M -5,030 -6%
PGFC
595
Peapack-Gladstone Financial Corp
New Jersey
$45.3M +$1.54M +2,485 +4%
ATC
596
Argent Trust Co
Tennessee
$45.1M +$1.7M +2,734 +4%
NOI
597
Newton One Investments
Delaware
$45.1M +$19.9M +32,058 +79%
State of Wisconsin Investment Board
598
State of Wisconsin Investment Board
Wisconsin
$45M -$29.6M -47,715 -40%
SFMG
599
Sage Financial Management Group
Virginia
$44.9M +$2.05M +3,296 +5%
HNW
600
High Note Wealth
Minnesota
$44.8M +$1.2M +1,925 +3%
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