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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 %
TPCW
626
TD Private Client Wealth
New York
$41.5M +$1.75M +2,826 +4%
NL
627
NDWM LLC
California
$41.5M +$700K +1,128 +2%
SAM
628
Silvercrest Asset Management
New York
$41.3M +$1.27M +2,053 +3%
EWM
629
Evercore Wealth Management
New York
$41.2M -$394K -635 -0.9%
KA
630
Kovack Advisors
Florida
$41M -$28M -45,121 -41%
KCM
631
Kaye Capital Management
California
$40.7M -$2.54M -4,091 -6%
DWT
632
Dorsey & Whitney Trust
South Dakota
$40.4M -$158K -255 -0.4%
CQWA
633
Chokshi & Queen Wealth Advisors
California
$40.4M +$1.69M +2,725 +4%
RIS
634
Retirement Income Solutions
Michigan
$40M -$98.9M -159,303 -71%
NCM
635
Next Capital Management
New York
$39.8M +$3.45M +5,564 +9%
RCAG
636
Rehmann Capital Advisory Group
Michigan
$39.8M -$622K -1,001 -2%
1832 Asset Management
637
1832 Asset Management
Ontario, Canada
$39.7M -$62.7M -100,969 -61%
GCA
638
Greenwood Capital Associates
South Carolina
$39.7M +$15.4M +24,818 +64%
WAP
639
Wealthcare Advisory Partners
Pennsylvania
$39.6M +$2.54M +4,083 +7%
WPW
640
Watershed Private Wealth
Illinois
$39.5M -$5.56M -8,956 -12%
PGA
641
Portland Global Advisors
Maine
$39.5M -$614K -989 -2%
WTB
642
Washington Trust Bank
Washington
$39.4M +$242K +390 +0.6%
CW
643
CreativeOne Wealth
Kansas
$39.4M +$2.45M +3,940 +7%
C
644
Certuity
Florida
$39.3M -$6.71M -10,829 -15%
CPA
645
Capital Performance Advisors
California
$39.2M +$6.71M +10,814 +21%
SC
646
SouthState Corp
Florida
$39.2M +$903K +1,455 +2%
IA
647
IFS Advisors
Kansas
$39.1M -$16.7M -26,928 -30%
FHC
648
Fort Henry Capital
West Virginia
$39.1M +$341K +549 +0.9%
DZ Bank
649
DZ Bank
Germany
$39.1M -$3.24M -5,211 -8%
SFA
650
Salus Financial Advisors
Colorado
$38.6M +$610K +983 +2%
24 25
26
27 28