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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 %
SXL
876
Summit X LLC
Missouri
$22.6M -$7.93M -12,775 -26%
OCM
877
Orion Capital Management
California
$22.6M +$1.61M +2,585 +8%
PCA
878
Peddock Capital Advisors
Massachusetts
$22.5M +$481K +774 +2%
PPW
879
Parcion Private Wealth
Washington
$22.5M +$22.4M +914,752 +39,668%
SCA
880
Southern Capital Advisors
Tennessee
$22.5M +$397K +640 +2%
TSWM
881
Tyler-Stone Wealth Management
Ohio
$22.4M -$341K -549 -2%
LT
882
Legacy Trust
Michigan
$22.3M +$7.21M +11,617 +48%
DC
883
Destiny Capital
Colorado
$22.3M +$1.62M +2,615 +8%
TFM
884
Trademark Financial Management
Minnesota
$22.3M +$2.42M +3,899 +12%
PCS
885
Private Client Services
Kentucky
$22.3M +$7.49M +12,056 +51%
4FG
886
4Thought Financial Group
New York
$22.2M +$13.4M +21,626 +152%
SC
887
Stephenson & Company
California
$22.2M +$949K +1,529 +4%
AM
888
Atwater Malick
Pennsylvania
$22.2M +$515K +830 +2%
KDA
889
Kraft Davis & Associates
Missouri
$22.2M -$574K -897 -3%
SWP
890
Summit Wealth Partners
Florida
$22.2M +$10.9M +17,506 +96%
BFS
891
Bradley Foster & Sargent
Connecticut
$22.2M +$3.1M +4,991 +16%
CAC
892
Certified Advisory Corp
Florida
$22.2M -$61.5K -99 -0.3%
TC
893
TAGStone Capital
North Carolina
$22.1M +$41K +64 +0.2%
DC
894
DeDora Capital
California
$22M +$515K +829 +2%
DAS
895
Diversify Advisory Services
Utah
$22M +$225K +349 +1%
KAS
896
KPP Advisory Services
Kentucky
$21.9M +$320K +516 +1%
AA
897
ACT Advisors
North Carolina
$21.8M -$7.76M -12,502 -26%
CFO
898
CVA Family Office
Colorado
$21.8M -$265K -426 -1%
TR
899
Tepp RIA
New Jersey
$21.8M +$1.5M +2,412 +7%
SAS
900
SMI Advisory Services
Indiana
$21.7M +$2.16M +3,437 +11%
34 35
36
37 38