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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 %
NFP
751
NorthLanding Financial Partners
New York
$30.4M +$1.91M +3,077 +7%
ACM
752
Ascent Capital Management
Oregon
$30.4M +$605K +974 +2%
BWM
753
Brown Wealth Management
Illinois
$30.4M +$2.9M +4,667 +11%
NIWA
754
New Insight Wealth Advisors
California
$30.4M -$784K -1,263 -3%
VCP
755
Verus Capital Partners
Arizona
$30.3M -$2.93M -4,726 -9%
CFGF
756
Compass Financial Group (Florida)
Florida
$30.3M +$188K +302 +0.6%
WIA
757
World Investment Advisors
California
$30.2M +$405K +652 +1%
MYIA
758
Mount Yale Investment Advisors
Colorado
$30.1M -$4.39M -7,069 -13%
DT
759
Diversified Trust
Tennessee
$30M +$1.52M +2,455 +5%
S
760
SignatureFD
Georgia
$29.9M -$1.93M -3,103 -6%
ALA
761
Atlas Legacy Advisors
California
$29.9M -$1.25M -2,011 -4%
MAG
762
MRA Advisory Group
New Jersey
$29.8M -$448K -722 -1%
NA
763
Nottingham Advisors
New York
$29.8M +$10.6K +17 +0%
COFSG
764
Carbahal Olsen Financial Services Group
California
$29.8M +$745K +1,200 +3%
FB
765
Fulton Bank
Pennsylvania
$29.7M +$2.95M +4,745 +11%
ACM
766
Aurdan Capital Management
Pennsylvania
$29.6M +$458K +738 +2%
ACA
767
Aptus Capital Advisors
Alabama
$29.5M +$2.34M +3,768 +9%
FA
768
Flagstar Advisors
New York
$29.4M -$5.54M -8,919 -16%
PFA
769
Pettinga Financial Advisors
Indiana
$29.3M -$6.79M -10,937 -19%
CB
770
Community Bank
New York
$29.3M -$7.45K -12 -0%
MWM
771
Meridian Wealth Management
Kentucky
$29.2M -$849K -1,368 -3%
SCA
772
Sandy Cove Advisors
Massachusetts
$29.1M -$297K -479 -1%
WP
773
WealthShield Partners
North Carolina
$28.8M -$11.4M -18,296 -28%
DWM
774
Drive Wealth Management
Utah
$28.8M -$669K -1,078 -2%
VCM
775
Verger Capital Management
North Carolina
$28.7M +$88.8K +143 +0.3%
29 30
31
32 33