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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 %
CFG
1101
Cosner Financial Group
Colorado
$13.5M +$523K +842 +4%
TF
1102
Trek Financial
Arizona
$13.4M -$12.4M -19,988 -48%
MIA
1103
MainStreet Investment Advisors
Illinois
$13.4M +$759K +1,222 +6%
MWS
1104
MFA Wealth Services
California
$13.4M +$215K +346 +2%
DIM
1105
Delta Investment Management
California
$13.3M +$1.26M +2,026 +10%
RW
1106
REDW Wealth
New Mexico
$13.3M +$88.2K +142 +0.7%
FFP
1107
Forbes Financial Planning
Rhode Island
$13.3M +$4.64M +7,481 +54%
Koshinski Asset Management
1108
Koshinski Asset Management
Illinois
$13.2M -$320K -515 -2%
BONH
1109
Bank of New Hampshire
New Hampshire
$13.2M -$167K -269 -1%
FWA
1110
FOCUS Wealth Advisors
Texas
$13.2M -$2.84M -4,574 -18%
PW
1111
Pandora Wealth
Illinois
$13.1M +$3.1K +5 +0%
GB
1112
Gunma Bank
Japan
$13M – – –
FPW
1113
Fairvoy Private Wealth
Alabama
$13M -$683K -1,100 -5%
GI
1114
Gradient Investments
Minnesota
$13M +$4.7M +7,573 +57%
FCA
1115
Fortis Capital Advisors
Kansas
$12.9M +$2.18M +3,511 +20%
GWSG
1116
GPS Wealth Strategies Group
Colorado
$12.9M +$2.09M +3,366 +19%
CAG
1117
Csenge Advisory Group
Florida
$12.8M -$5.07M -8,561 -28%
FWMP
1118
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$12.8M -$18.6K -30 -0.1%
KA
1119
Kooman & Associates
Pennsylvania
$12.8M -$269K -434 -2%
LA
1120
Latitude Advisors
Florida
$12.8M +$284K +457 +2%
BHWM
1121
Beaird Harris Wealth Management
Texas
$12.8M +$942K +1,517 +8%
PF
1122
PlanWiser Financial
Colorado
$12.8M +$898K +1,404 +8%
YIA
1123
YHB Investment Advisors
Connecticut
$12.8M -$53.4K -86 -0.4%
Capital Fund Management (CFM)
1124
Capital Fund Management (CFM)
France
$12.8M +$1.85M +2,974 +17%
MCWA
1125
Meadow Creek Wealth Advisors
Georgia
$12.8M +$117K +188 +0.9%
43 44
45
46 47