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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 %
AWM
676
Avondale Wealth Management
Texas
$36.2M -$59K -95 -0.2%
ICMM
677
Integrated Capital Management (Michigan)
Michigan
$36.2M +$2.65M +4,191 +8%
IWMA
678
Ironwood Wealth Management (Arizona)
Arizona
$36.1M -$5.53M -8,910 -13%
CCFM
679
Clear Creek Financial Management
Washington
$36M +$3.02M +4,870 +9%
HFA
680
High Falls Advisors
New York
$35.9M -$29.4M -47,430 -45%
BA
681
Bellwether Advisors
Nebraska
$35.9M +$151K +243 +0.4%
SW
682
SteelPeak Wealth
California
$35.9M -$36.7M -59,177 -51%
SSWM
683
Sheets Smith Wealth Management
North Carolina
$35.9M +$192K +309 +0.5%
CTA
684
Camelot Technology Advisors
California
$35.6M +$11.2K +18 +0%
ZRP
685
Zynergy Retirement Planning
New Jersey
$35.4M +$1.75M +2,816 +5%
CT
686
Coastline Trust
Rhode Island
$35.4M +$2.87M +4,623 +9%
WCM
687
Windsor Capital Management
Arizona
$35.4M +$831K +1,338 +2%
CA
688
CoreCap Advisors
Michigan
$35.4M +$4.17M +6,721 +13%
AC
689
AMS Capital
Brazil
$35.4M -$2.58M -4,160 -7%
SP
690
SWS Partners
Ohio
$35.3M +$2.48M +4,002 +8%
CNBOF
691
City National Bank of Florida
Florida
$35.3M +$4.01M +6,462 +13%
SWM
692
SigFig Wealth Management
California
$35.2M -$19.9M -32,164 -36%
EIA
693
Eldridge Investment Advisors
New Hampshire
$35.1M -$147K -237 -0.4%
WA
694
Wealth Alliance
New York
$35M -$20M -32,268 -36%
GAB
695
German American Bancorp
Indiana
$35M +$631K +1,016 +2%
SHIM
696
Stone House Investment Management
Pennsylvania
$34.9M -$32.4M -52,256 -48%
CCT
697
Chemung Canal Trust
New York
$34.9M +$19.7M +31,742 +130%
DJYG
698
David J. Yvars Group
Florida
$34.8M +$333K +537 +1%
PCP
699
Panoramic Capital Partners
Oregon
$34.6M +$5.26M +8,376 +18%
CWP
700
Corepath Wealth Partners
Arizona
$34.6M +$375K +597 +1%
26 27
28
29 30