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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 %
RFO
726
RiverGlades Family Offices
Florida
$31.8M -$29.8K -48 -0.1%
CFFNO
727
Common Fund For Nonprofit Organizations
Connecticut
$31.8M -$20.2M -32,526 -39%
OGF
728
Orin Green Financial
California
$31.8M -$250K -402 -0.8%
ERWM
729
Elk River Wealth Management
Colorado
$31.7M +$36K +58 +0.1%
WWA
730
WCG Wealth Advisors
Nevada
$31.6M +$3.44M +5,539 +12%
RWA
731
River Wealth Advisors
Pennsylvania
$31.6M +$487K +784 +2%
VA
732
VestGen Advisors
Illinois
$31.6M -$735K -1,183 -2%
BFS
733
BridgePort Financial Solutions
Iowa
$31.6M -$1.19M -1,920 -4%
SIA
734
Soltis Investment Advisors
Utah
$31.6M +$3.45M +5,557 +12%
LPFG
735
Landing Point Financial Group
Ohio
$31.6M +$849K +1,367 +3%
AFW
736
Atlantic Family Wealth
Florida
$31.6M +$287K +463 +0.9%
MM
737
Meridian Management
Arkansas
$31.6M +$712K +1,121 +2%
NPT
738
Nixon Peabody Trust
Massachusetts
$31.5M +$4.8M +7,738 +18%
WQ
739
Wealth Quarterback
New Jersey
$31.2M -$6.4M -10,301 -17%
AFS
740
Axiom Financial Strategies
Indiana
$31.2M -$1.36M -2,187 -4%
SW
741
SVB Wealth
Massachusetts
$31.2M +$31.2M +50,232 New
MC
742
Middleton & Co
Massachusetts
$31.2M -$1.26M -2,022 -4%
FPCP
743
Fort Point Capital Partners
California
$31.2M +$1.1M +1,773 +4%
VFG
744
Valley Financial Group
Pennsylvania
$31.1M +$1.35M +2,174 +5%
BFP
745
Beacon Financial Planning
Massachusetts
$31M -$1.57M -2,528 -5%
PWMAG
746
Pinnacle Wealth Management Advisory Group
New Jersey
$30.8M +$1.07M +1,721 +4%
OIS
747
Okabena Investment Services
Minnesota
$30.8M +$21.7M +34,966 +240%
VFP
748
Verus Financial Partners
Virginia
$30.6M -$49.5K -79 -0.2%
CFP
749
Cascade Financial Partners
California
$30.6M -$745K -1,200 -2%
CAAM
750
Cornerstone Advisors Asset Management
Pennsylvania
$30.5M +$30.4K +49 +0.1%
28 29
30
31 32