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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 %
BCM
1026
BTC Capital Management
Iowa
$16.1M -$15.5K -25 -0.1%
ECM
1027
Evergreen Capital Management
Washington
$16.1M +$1.36M +2,184 +9%
IAA
1028
Independent Advisor Alliance
North Carolina
$16.1M +$11.2M +18,060 +232%
PCA
1029
Providence Capital Advisors
North Carolina
$15.9M +$998K +1,607 +7%
AWM
1030
Axxcess Wealth Management
California
$15.9M +$1.15M +1,848 +8%
HR
1031
Hardy Reed
Mississippi
$15.9M -$93.1K -150 -0.6%
BAS
1032
Breakthru Advisory Services
Wisconsin
$15.9M – – –
PWA
1033
Peterson Wealth Advisors
Utah
$15.8M +$636K +1,025 +4%
CTC
1034
Central Trust Company
Missouri
$15.7M +$210K +338 +1%
GWMIA
1035
Global Wealth Management Investment Advisory
Florida
$15.7M -$248K -400 -2%
BFM
1036
Broadview Financial Management
Wisconsin
$15.6M +$574K +924 +4%
BPCE
1037
Bank Pictet & Cie (Europe)
Germany
$15.6M -$913K -1,470 -6%
KWM
1038
Kingsview Wealth Management
Oregon
$15.5M +$1.35M +2,176 +10%
VP
1039
Verum Partners
North Carolina
$15.5M -$14.9K -24 -0.1%
SB
1040
Strategic Blueprint
Georgia
$15.4M -$60.8K -98 -0.4%
MFT
1041
Moisand Fitzgerald Tamayo
Florida
$15.4M -$286K -460 -2%
BCM
1042
Becker Capital Management
Oregon
$15.4M -$83.2K -134 -0.5%
PGWM
1043
Parisi Gray Wealth Management
New Jersey
$15.3M -$246K -396 -2%
SL
1044
Sentinus LLC
Illinois
$15.3M -$13M -20,935 -46%
AHC
1045
Anderson Hoagland & Co
Missouri
$15.3M -$157K -253 -1%
AWM
1046
Ameliora Wealth Management
Switzerland
$15.3M +$4.06M +6,543 +36%
GWANC
1047
Guardian Wealth Advisors (North Carolina)
North Carolina
$15.2M +$1.24M +1,992 +9%
PCM
1048
Parsons Capital Management
Rhode Island
$15.2M -$57.1K -92 -0.4%
HCM
1049
Highview Capital Management
Illinois
$15.2M -$142K -229 -0.9%
ABC
1050
Associated Banc-Corp
Wisconsin
$15.2M +$299K +481 +2%
40 41
42
43 44