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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 %
CST
826
Charles Schwab Trust
Nevada
$25.4M +$875K +1,410 +4%
OAP
827
One Advisory Partners
Kansas
$25.4M -$16.6M -26,015 -40%
SCP
828
Silverleafe Capital Partners
Tennessee
$25.3M +$8.21M +13,220 +48%
OCM
829
One Capital Management
California
$25.2M -$4.83M -7,780 -16%
MWP
830
Moller Wealth Partners
$25.1M +$572K +922 +2%
RWMH
831
Riverpoint Wealth Management Holdings
Illinois
$25M +$67.1K +108 +0.3%
NRW
832
Nova R Wealth
Kansas
$25M +$697K +1,122 +3%
CWA
833
Continuum Wealth Advisors
New York
$24.9M -$7.72M -12,426 -24%
SIAM
834
Sterling Investment Advisors (Missouri)
Missouri
$24.8M +$492K +793 +2%
NFG
835
Nadler Financial Group
Illinois
$24.8M +$265K +426 +1%
HWA
836
HCR Wealth Advisors
California
$24.8M +$1.04M +1,679 +4%
FSA
837
Financial Services Advisory
Maryland
$24.8M +$22.1M +35,550 +824%
LWM
838
Liberty Wealth Management
California
$24.7M -$2.75M -4,425 -10%
GBT
839
Grove Bank & Trust
Florida
$24.7M +$636K +1,024 +3%
WDG
840
Wealth Dimensions Group
Ohio
$24.6M +$196K +316 +0.8%
CSP
841
Cary Street Partners
Virginia
$24.5M +$3.26M +5,254 +15%
FLP
842
Financial Life Planners
Arizona
$24.5M +$1.84M +2,965 +8%
AWMG
843
Alliance Wealth Management Group
New Jersey
$24.5M +$859K +1,383 +4%
LP
844
LGL Partners
Pennsylvania
$24.4M -$2.79M -4,387 -10%
HI
845
Human Investing
Oregon
$24.4M +$1.02M +1,642 +4%
MWM
846
Mission Wealth Management
California
$24.4M +$5.78M +9,304 +31%
SVWG
847
Shared Vision Wealth Group
United States
$24.4M -$1.67M -2,630 -6%
GF
848
Gimbal Financial
Indiana
$24.3M +$5.63M +9,073 +30%
RCG
849
Rock Creek Group
District of Columbia
$24.1M +$24.1M +38,818 New
ML
850
McAdam LLC
Pennsylvania
$24M +$436K +703 +2%
32 33
34
35 36