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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 %
TDWM
1876
Topel & Distasi Wealth Management
California
$3.04M – – –
SA
1877
SRH Advisors
Kansas
$3.03M +$125K +202 +4%
PPA
1878
Painted Porch Advisors
California
$3.02M -$21.7K -35 -0.7%
MWM
1879
Melfa Wealth Management
Massachusetts
$3.02M -$6.21K -10 -0.2%
KCPG
1880
Kavar Capital Partners Group
Kansas
$3.02M -$13.7K -22 -0.4%
CA
1881
Capital Advantage
California
$3.02M -$459K -740 -13%
FCM
1882
Fortis Capital Management
Washington
$3.02M +$4.97K +8 +0.2%
HWM
1883
Howard Wealth Management
Connecticut
$3.01M -$84.4K -136 -3%
PWM
1884
PMG Wealth Management
Illinois
$3M +$554K +893 +23%
MWA
1885
Monograph Wealth Advisors
California
$3M – – –
APW
1886
Austin Private Wealth
Texas
$3M -$621 -1 -0%
SWM
1887
Segment Wealth Management
Texas
$2.99M -$9.94K -16 -0.3%
HFS
1888
Hopwood Financial Services
Virginia
$2.99M – – –
TYCC
1889
Texas Yale Capital Corp
Florida
$2.98M +$251K +405 +9%
GCM
1890
Generation Capital Management
New York
$2.98M +$1.24K +2 +0%
GWA
1891
Gratus Wealth Advisors
Virginia
$2.97M -$20.5K -33 -0.7%
CFA
1892
Cahill Financial Advisors
Minnesota
$2.97M -$41.6K -67 -1%
BFA
1893
Beacon Financial Advisory
Ohio
$2.97M -$359K -579 -11%
EA
1894
Efficient Advisors
Ohio
$2.97M -$188K -303 -6%
First Manhattan
1895
First Manhattan
New York
$2.97M +$42.2K +68 +1%
BCM
1896
Birmingham Capital Management
Alabama
$2.96M – – –
SWA
1897
Sterling Wealth Advisors
Florida
$2.96M -$210K -335 -7%
KCAM
1898
Kagan Cocozza Asset Management
New Jersey
$2.95M -$12.4K -20 -0.4%
SPC
1899
Spirepoint Private Client
Florida
$2.95M -$358K -576 -11%
AF
1900
Alerus Financial
North Dakota
$2.95M +$10.6K +17 +0.4%
74 75
76
77 78