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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 %
MSAM
1451
Moloney Securities Asset Management
Missouri
$6.4M -$103K -166 -2%
DWM
1452
DKM Wealth Management
California
$6.37M +$387K +623 +6%
SCM
1453
Shorepath Capital Management
Utah
$6.34M +$1.29M +2,079 +26%
AT
1454
American Trust
Kentucky
$6.33M +$5.94M +9,562 +1,492%
CCA
1455
Cadent Capital Advisors
Oklahoma
$6.33M +$72.6K +117 +1%
LI
1456
LVZ Inc
Michigan
$6.33M +$2.11M +3,397 +50%
OAS
1457
Optivise Advisory Services
Tennessee
$6.31M +$276K +445 +5%
PWM
1458
Power Wealth Management
Georgia
$6.3M -$132K -212 -2%
VPW
1459
Variant Private Wealth
Virginia
$6.28M -$109K -176 -2%
TH
1460
TCTC Holdings
Texas
$6.28M +$714K +1,150 +13%
WAG
1461
Windsor Advisory Group
Ohio
$6.28M +$190K +306 +3%
JAG
1462
Journey Advisory Group
Kentucky
$6.24M +$328K +528 +6%
SC
1463
Steph & Co
Wisconsin
$6.24M +$236K +380 +4%
SSW
1464
Stone Summit Wealth
Florida
$6.23M +$1.27M +2,039 +25%
ICP
1465
Interchange Capital Partners
Pennsylvania
$6.22M -$2.58M -4,168 -29%
EAMA
1466
EFG Asset Management (Americas)
Florida
$6.22M +$645K +1,039 +12%
LWL
1467
Leo Wealth LLC
Texas
$6.21M +$2.2M +3,553 +55%
TCG
1468
Transcendent Capital Group
Oklahoma
$6.17M +$16.8K +27 +0.3%
1IA
1469
1834 Investment Advisors
Wisconsin
$6.17M -$117K -189 -2%
SHM
1470
Sagard Holdings Management
Ontario, Canada
$6.15M +$6.15M +9,911 New
PB
1471
Pinnacle Bancorp
Nebraska
$6.15M +$271K +436 +5%
ARC
1472
Advisor Resource Council
Texas
$6.15M -$7.58M -12,211 -55%
AAS
1473
Annex Advisory Services
Wisconsin
$6.14M -$992K -1,598 -14%
GWS
1474
Glassman Wealth Services
Virginia
$6.13M -$90.7K -146 -1%
Bank Julius Baer & Co
1475
Bank Julius Baer & Co
Switzerland
$6.08M -$2.45M -3,941 -29%
57 58
59
60 61