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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 %
FF
2001
Francis Financial
$2.45M -$85.7K -138 -3%
CPWA
2002
Cerro Pacific Wealth Advisors
California
$2.45M +$183K +294 +8%
BIG
2003
Builder Investment Group
Georgia
$2.44M +$256K +413 +12%
CB
2004
Cadence Bank
Mississippi
$2.43M +$60.8K +98 +3%
IA
2005
Inspire Advisors
Idaho
$2.42M +$36K +58 +2%
AFG
2006
Allegheny Financial Group
Pennsylvania
$2.42M +$606K +976 +33%
KFI
2007
Key Financial Inc
Pennsylvania
$2.41M – – –
WHCI
2008
W.H. Cornerstone Investments
Massachusetts
$2.41M +$7.45K +12 +0.3%
RMC
2009
Resources Management Corp
Connecticut
$2.4M -$145K -234 -6%
OPWM
2010
Oxinas Partners Wealth Management
Indiana
$2.4M -$303K -488 -11%
ICP
2011
Impact Capital Partners
Colorado
$2.4M +$21.1K +34 +0.9%
FC
2012
Financial Consulate
Maryland
$2.4M -$85.1K -137 -3%
CIS
2013
Continental Investors Services
Washington
$2.4M +$12.4K +20 +0.5%
SPIO
2014
Seven Post Investment Office
California
$2.4M – – –
ACA
2015
Aspire Capital Advisors
Washington
$2.4M -$27.3K -44 -1%
BTWM
2016
Baker Tilly Wealth Management
Wisconsin
$2.4M -$25.5K -41 -1%
AIP
2017
ARS Investment Partners
New York
$2.39M – – –
TC
2018
Truvestments Capital
Florida
$2.39M -$247K -398 -9%
EWS
2019
Evergreen Wealth Solutions
Pennsylvania
$2.39M +$1.98M +3,185 +484%
CB
2020
Centennial Bank
Arkansas
$2.38M -$397K -640 -14%
EF
2021
Envision Financial
Wisconsin
$2.38M +$621 +1 +0%
SIMG
2022
Sonora Investment Management Group
Arizona
$2.37M -$424K -683 -15%
C1AG
2023
Client 1st Advisory Group
Florida
$2.37M +$37.9K +61 +2%
CFMC
2024
Curbstone Financial Management Corp
New Hampshire
$2.37M -$404K -650 -15%
RBFC
2025
Roman Butler Fullerton & Co
Missouri
$2.36M +$5.12K +8 +0.2%
79 80
81
82 83