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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 %
AssetMark Inc
101
AssetMark Inc
California
$563M +$499M +803,649 +775%
Franklin Resources
102
Franklin Resources
California
$563M -$26.4M -42,436 -4%
UCFA
103
United Capital Financial Advisors
Texas
$532M -$79.9M -128,662 -13%
PAS
104
Park Avenue Securities
New York
$528M -$371M -598,240 -41%
Principal Financial Group
105
Principal Financial Group
Iowa
$516M -$877M -1,412,282 -63%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$516M +$4.47M +7,099 +0.9%
CM
107
Churchill Management
California
$513M +$1.94M +3,123 +0.4%
SG Americas Securities
108
SG Americas Securities
New York
$513M -$1.04B -1,674,100 -67%
PCIG
109
Partners Capital Investment Group
Massachusetts
$506M -$790M -1,272,077 -61%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$503M -$702M -1,131,200 -58%
Allianz Asset Management
111
Allianz Asset Management
Germany
$497M +$451M +726,939 +995%
Focus Partners Wealth
112
Focus Partners Wealth
Massachusetts
$495M +$92M +148,238 +23%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$490M -$2.33M -3,760 -0.5%
LWIC
114
Leith Wheeler Investment Counsel
British Columbia, Canada
$471M -$4.76M -7,662 -1%
CCM
115
Coldstream Capital Management
Washington
$462M -$12.8M -20,641 -3%
DWM
116
Dynasty Wealth Management
Florida
$458M -$57.4M -92,503 -11%
CWM
117
Circle Wealth Management
New Jersey
$456M +$59K +95 +0%
KAS
118
Kestra Advisory Services
Texas
$455M +$65M +104,767 +17%
PA
119
Parallel Advisors
California
$454M +$19.9M +32,007 +5%
SGI
120
Swan Global Investments
Colorado
$452M -$11.2M -18,058 -2%
HSBC Holdings
121
HSBC Holdings
United Kingdom
$439M +$236M +380,570 +116%
Mercer Global Advisors
122
Mercer Global Advisors
Colorado
$424M +$31.6M +50,916 +8%
CFG
123
CKW Financial Group
Hawaii
$414M -$2.15M -3,465 -0.5%
UB
124
UMB Bank
Missouri
$411M +$30M +48,350 +8%
MMFA
125
Main Management Fund Advisors
California
$408M +$33.2M +53,500 +9%
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5
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