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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 %
VWWMG
701
Vermillion & White Wealth Management Group
Pennsylvania
$34.5M – – –
ANC
702
Ames National Corp
Iowa
$34.3M +$925K +1,490 +3%
DAS
703
Dynamic Advisor Solutions
Arizona
$34.3M +$2.38M +3,833 +7%
Barclays
704
Barclays
United Kingdom
$34.3M -$108M -174,697 -76%
PPW
705
PACK Private Wealth
Minnesota
$34.2M +$1.71M +2,753 +5%
Nomura Asset Management
706
Nomura Asset Management
Japan
$34M +$25.3M +40,725 +290%
GLA
707
Good Life Advisors
Pennsylvania
$33.9M +$1.89M +3,037 +6%
PMWMG
708
Parr McKnight Wealth Management Group
Minnesota
$33.8M -$294K -473 -0.9%
FA
709
Fountainhead AM
New Jersey
$33.7M +$8.26M +13,308 +32%
BA
710
Ballew Advisors
Mississippi
$33.6M +$395K +629 +1%
DW
711
Durante & Waters
New York
$33.5M +$1.25M +2,013 +4%
DCM
712
Disciplina Capital Management
Tennessee
$33.3M -$310K -500 -0.9%
EWA
713
Exencial Wealth Advisors
Oklahoma
$33.3M -$2.64M -4,249 -7%
SWA
714
SFMG Wealth Advisors
Texas
$33.2M -$123M -198,793 -79%
KCM
715
Kanawha Capital Management
Virginia
$33.1M -$577K -929 -2%
KFA
716
Kapstone Financial Advisors
Ohio
$33.1M +$1.98M +3,189 +6%
BHB
717
Bank Hapoalim BM
Israel
$32.6M – – –
USCWA
718
U.S. Capital Wealth Advisors
Texas
$32.6M -$1.47M -2,372 -4%
GCA
719
Gradient Capital Advisors
California
$32.4M +$384K +618 +1%
KWS
720
Keystone Wealth Services
California
$32.4M +$795K +1,280 +3%
IA
721
IFP Advisors
Florida
$32.2M +$1.57M +2,526 +5%
CFP
722
Cypress Financial Planning
New Jersey
$32.2M +$959K +1,544 +3%
MOS
723
MGO One Seven
Ohio
$32M +$20.6M +33,149 +180%
SC
724
Syon Capital
California
$32M -$3.62M -5,826 -10%
Balyasny Asset Management
725
Balyasny Asset Management
Illinois
$32M -$535M -861,925 -94%
27 28
29
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