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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
47.51%
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 %
OFG
1676
Opulen Financial Group
Virginia
$4.41M +$166K +267 +4%
PFWA
1677
Paces Ferry Wealth Advisors
Georgia
$4.38M -$388K -625 -8%
BFWA
1678
Benchmark Financial Wealth Advisors
Florida
$4.38M -$661K -1,064 -13%
CPIA
1679
Cornell Pochily Investment Advisors
New York
$4.37M -$44.7K -72 -1%
JEST
1680
JTC Employer Solutions Trustee
Jersey
$4.36M – – –
First Trust Advisors
1681
First Trust Advisors
Illinois
$4.34M +$1.31M +2,105 +43%
CPRC
1682
Consolidated Portfolio Review Corp
New York
$4.33M +$3.16M +5,084 +270%
JGIA
1683
Jackson Grant Investment Advisers
Connecticut
$4.32M +$20.5K +33 +0.5%
FP
1684
Financial Perspectives
Minnesota
$4.31M +$216K +348 +5%
MWM
1685
McNaughton Wealth Management
California
$4.31M -$147K -237 -3%
EK
1686
Evensky & Katz
Florida
$4.3M -$5.79M -9,332 -57%
GAM
1687
Gemmer Asset Management
California
$4.3M -$325K -523 -7%
HAP
1688
Harbor Asset Planning
Massachusetts
$4.29M +$4.29M +6,913 New
EMAM
1689
Encompass More Asset Management
California
$4.29M +$614K +989 +17%
WWM
1690
WJ Wealth Management
Arizona
$4.28M -$404K -650 -9%
RG
1691
Rathbones Group
United Kingdom
$4.26M +$214K +345 +5%
KHC
1692
Koesten Hirschmann & Crabtree
Kansas
$4.25M +$796K +1,282 +23%
KP
1693
Keel Point
Alabama
$4.25M +$36K +58 +0.9%
TWP
1694
TFO Wealth Partners
Ohio
$4.24M -$17.4K -28 -0.4%
PSA
1695
Plum Street Advisors
Louisiana
$4.23M -$127K -204 -3%
AFA
1696
American Financial Advisors
Georgia
$4.23M +$1.17M +1,887 +38%
SCA
1697
Sage Capital Advisors
South Dakota
$4.23M +$16.8K +27 +0.4%
SBLIC
1698
Security Benefit Life Insurance Company
Kansas
$4.22M – – –
MWM
1699
Maridea Wealth Management
New York
$4.22M +$672K +1,082 +19%
1NWS
1700
1 North Wealth Services
Maryland
$4.2M -$2.11M -3,406 -33%
66 67
68
69 70