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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 %
WHCFA
801
William Howard & Co Financial Advisors
Tennessee
$26.9M -$401K -646 -1%
OSAM
802
O'Shaughnessy Asset Management
Connecticut
$26.9M +$7.43M +11,973 +38%
AFC
803
Adaptive Financial Consulting
Ohio
$26.9M -$112K -180 -0.4%
IFA
804
Interactive Financial Advisors
Illinois
$26.8M -$1.23M -1,982 -4%
CWS
805
Cypress Wealth Services
California
$26.8M -$7.22M -11,623 -21%
FDP
806
Financiere des Professionnels
Quebec, Canada
$26.8M -$1.68M -2,700 -6%
SWMG
807
Sanchez Wealth Management Group
Florida
$26.7M -$199K -321 -0.7%
AGC
808
Aspen Grove Capital
Colorado
$26.6M – – –
PPWM
809
PFG Private Wealth Management
Florida
$26.6M +$286K +461 +1%
ABWM
810
Alpine Bank Wealth Management
Colorado
$26.6M +$282K +454 +1%
EWM
811
Evermay Wealth Management
Virginia
$26.5M -$1.25M -2,017 -5%
CC
812
Cadinha & Co
Hawaii
$26.4M +$5.42M +8,728 +26%
YWM
813
Yukon Wealth Management
Kansas
$26.3M +$4.85M +7,818 +23%
APW
814
Acima Private Wealth
Virginia
$26.2M +$91.9K +148 +0.4%
CIBC Asset Management
815
CIBC Asset Management
Ontario, Canada
$26.2M +$360K +579 +1%
VWM
816
Vivid Wealth Management
Iowa
$26.1M -$3.48M -5,605 -12%
GKWIM
817
Gerber Kawasaki Wealth & Investment Management
California
$26M +$949K +1,529 +4%
NGA
818
Naples Global Advisors
Florida
$25.9M +$715K +1,151 +3%
LF
819
Lantz Financial
Illinois
$25.8M -$5.43M -8,750 -17%
WCP
820
Wick Capital Partners
Pennsylvania
$25.6M +$11.9M +28,797 +87%
BHIA
821
Birch Hill Investment Advisors
Massachusetts
$25.6M -$114K -183 -0.4%
SA
822
Sovran Advisors
California
$25.6M -$11.6M -18,649 -31%
RWIA
823
Roger Wittlin Investment Advisory
California
$25.5M -$967K -1,557 -4%
TIAAOA
824
Teachers Insurance & Annuity Association of America
New York
$25.5M -$265K -427 -1%
JFG
825
JMG Financial Group
Illinois
$25.5M +$343K +552 +1%
31 32
33
34 35