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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 %
GJWM
1901
Gilliland Jeter Wealth Management
Arkansas
$2.94M -$45.9K -74 -2%
DC
1902
Darrow Company
Massachusetts
$2.93M -$16.8K -27 -0.6%
TPWA
1903
TRUE Private Wealth Advisors
Oregon
$2.93M -$672K -1,083 -19%
CF
1904
Centaurus Financial
California
$2.93M -$420K -676 -13%
RFG
1905
REAP Financial Group
Texas
$2.91M +$210K +338 +8%
MCM
1906
Manchester Capital Management
Vermont
$2.9M +$559K +900 +24%
MHC
1907
Meyer Handelman Company
New York
$2.9M – – –
RP
1908
Riverwater Partners
Wisconsin
$2.9M +$439K +707 +18%
SRC
1909
Sage Rhino Capital
California
$2.9M – – –
TWM
1910
Tolleson Wealth Management
Texas
$2.89M -$166K -267 -5%
CMP
1911
Courage Miller Partners
Virginia
$2.89M +$85.7K +138 +3%
ACA
1912
Ackerman Capital Advisors
Texas
$2.89M – – –
MCM
1913
Mengis Capital Management
Oregon
$2.87M -$14.3K -23 -0.5%
PL
1914
Plancorp LLC
Missouri
$2.87M -$32.3K -52 -1%
SRCM
1915
Signature Resources Capital Management
California
$2.87M +$1.95M +3,140 +212%
ULWM
1916
Upper Left Wealth Management
Florida
$2.86M -$268K -431 -9%
S
1917
Sachetta
Massachusetts
$2.86M +$735K +1,184 +35%
WLPWM
1918
Walled Lake Planning & Wealth Management
Illinois
$2.85M -$582K -938 -17%
MWC
1919
MBM Wealth Consultants
Missouri
$2.85M +$4.97K +8 +0.2%
EGWAG
1920
Elwood & Goetz Wealth Advisory Group
Georgia
$2.84M +$1.51M +2,437 +114%
RW
1921
Regimen Wealth
Georgia
$2.83M -$4.04M -6,509 -59%
MPW
1922
Magnolia Private Wealth
Pennsylvania
$2.83M -$168K -271 -6%
KSWA
1923
Kathleen S. Wright Associates
Pennsylvania
$2.83M +$1.86K +3 +0.1%
NI
1924
NYL Investors
New York
$2.83M -$725K -1,167 -20%
EL
1925
EWA LLC
Pennsylvania
$2.82M -$2.53M -4,070 -47%
75 76
77
78 79