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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 %
FM
1851
Family Management
New York
$3.17M +$410K +661 +15%
BFO
1852
Biltmore Family Office
North Carolina
$3.17M -$46.6K -75 -1%
CFA
1853
CWS Financial Advisors
Michigan
$3.17M -$88.2K -142 -3%
HFS
1854
Hughes Financial Services
Virginia
$3.16M -$369K -580 -10%
BSHC
1855
Breed's Hill Capital
Massachusetts
$3.16M +$453K +730 +17%
ME
1856
McIlrath & Eck
Washington
$3.16M -$500K -806 -14%
NBWM
1857
North Berkeley Wealth Management
California
$3.15M +$319K +514 +11%
CL
1858
CVFG LLC
Indiana
$3.15M +$107K +172 +4%
DWS
1859
Discipline Wealth Solutions
South Carolina
$3.14M +$311K +501 +11%
ECA
1860
Elevated Capital Advisors
Utah
$3.14M – – –
PCMF
1861
Private Capital Management (Florida)
Florida
$3.12M -$208K -335 -6%
FWM
1862
Forza Wealth Management
Florida
$3.12M +$1.41M +2,265 +82%
MSA
1863
McAlister Sweet & Associates
Texas
$3.11M -$43M -69,332 -93%
CAM
1864
Cidel Asset Management
Ontario, Canada
$3.11M -$54K -87 -2%
CCA
1865
Carrera Capital Advisors
Michigan
$3.11M -$706K -1,137 -19%
CL
1866
COWA LLC
Oklahoma
$3.11M +$55.3K +89 +2%
AWMNY
1867
Arcadia Wealth Management (New York)
New York
$3.08M +$704K +1,134 +30%
AIM
1868
Arcadia Investment Management
Michigan
$3.08M – – –
IP
1869
Investment Partners
Ohio
$3.07M -$170K -274 -5%
KBFS
1870
Kohmann Bosshard Financial Services
Ohio
$3.07M – – –
VWM
1871
Valley Wealth Managers
New Jersey
$3.06M -$106K -170 -3%
CSC
1872
Caldwell Sutter Capital
California
$3.06M -$3.11K -5 -0.1%
RCWMU
1873
Rothschild & Co Wealth Management (UK)
United Kingdom
$3.06M +$3.06M +4,929 New
WF
1874
Warner Financial
Maryland
$3.06M -$5.59K -9 -0.2%
CCA
1875
Clarity Capital Advisors
Florida
$3.04M +$7.45K +12 +0.2%
73 74
75
76 77