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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 %
EFM
851
Eley Financial Management
Vermont
$24M +$1.63M +2,625 +7%
KFSC
852
Keystone Financial Services (Colorado)
Colorado
$23.8M -$21.5M -34,607 -47%
RBWA
853
RFG - Bristol Wealth Advisors
Massachusetts
$23.8M -$3.82M -6,160 -14%
CFC
854
Client First Capital
California
$23.8M -$5.76M -9,283 -20%
PWP
855
PrairieView Wealth Partners
Illinois
$23.7M +$517K +833 +2%
KFS
856
Kelly Financial Services
Massachusetts
$23.7M -$18.1M -29,182 -43%
FG
857
Fairman Group
Pennsylvania
$23.7M +$6.39M +10,295 +37%
VFPW
858
Vantage Financial Partners (Wisconsin)
Wisconsin
$23.6M -$11.1M -17,825 -32%
DPI
859
Diversified Portfolios Inc
Michigan
$23.5M +$89.4K +144 +0.4%
VWA
860
VERITY Wealth Advisors
United States
$23.5M -$21.1K -34 -0.1%
PFG
861
PAX Financial Group
Texas
$23.4M -$23.3M -37,583 -50%
EFS
862
Essex Financial Services
Connecticut
$23.4M -$1.17M -1,885 -5%
HSWM
863
Hubbell Strickland Wealth Management
Louisiana
$23.4M +$378K +609 +2%
4WM
864
4J Wealth Management
Virginia
$23.3M +$433K +698 +2%
SF
865
Synovus Financial
Georgia
$23.3M -$357K -574 -2%
FPW
866
Flagship Private Wealth
Massachusetts
$23.1M -$1.09M -1,762 -5%
FFW
867
Fusion Family Wealth
New York
$23.1M +$1.8M +2,907 +8%
AWM
868
Abound Wealth Management
Tennessee
$23M -$546K -879 -2%
RIA
869
Richwood Investment Advisors
Ohio
$23M +$651K +1,048 +3%
OWA
870
One Wealth Advisors
California
$22.9M +$658K +1,059 +3%
MA
871
Marquette Associates
Illinois
$22.8M -$993K -1,599 -4%
HCM
872
Hengehold Capital Management
Ohio
$22.8M +$1.52M +2,446 +7%
SS
873
SBI Securities
Japan
$22.7M +$11.2K +18 +0%
CWM
874
Congress Wealth Management
Massachusetts
$22.7M +$1.39M +2,242 +7%
RFG
875
RFP Financial Group
Georgia
$22.7M -$738K -1,188 -3%
33 34
35
36 37