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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 %
DI
2051
Disciplined Investments
Oklahoma
$2.25M -$151K -244 -6%
JCM
2052
J2 Capital Management
Michigan
$2.24M +$41.6K +67 +2%
EL
2053
Essex LLC
Illinois
$2.24M -$104K -167 -4%
WWP
2054
Waypoint Wealth Partners
California
$2.24M +$2.24M +3,600 New
TWM
2055
Trinity Wealth Management
Pennsylvania
$2.23M +$1.16M +1,864 +107%
HWA
2056
HHM Wealth Advisors
Tennessee
$2.23M -$336K -541 -13%
MMHP
2057
Murphy Middleton Hinkle & Parker
Georgia
$2.23M – – –
BCM
2058
Beck Capital Management
Texas
$2.22M +$86.3K +139 +4%
FAI
2059
Fiduciary Advisors Inc
Missouri
$2.21M +$25.5K +41 +1%
HFS
2060
Heritage Financial Services
Massachusetts
$2.21M +$184K +297 +9%
ACI
2061
Alpha Cubed Investments
California
$2.21M -$115K -185 -5%
SEM
2062
Strategic Equity Management
Arizona
$2.21M -$638K -1,028 -22%
IB
2063
Intrust Bank
Kansas
$2.19M -$52.8K -85 -2%
SPA
2064
Sentinel Pension Advisors
Massachusetts
$2.19M +$35.4K +57 +2%
ITIM
2065
Indiana Trust & Investment Management
Indiana
$2.19M +$39.7K +64 +2%
SWM
2066
SeaCrest Wealth Management
New York
$2.18M -$67.7K -109 -3%
CFO
2067
Collective Family Office
Pennsylvania
$2.18M -$133K -215 -6%
VCM
2068
Virtue Capital Management
Tennessee
$2.17M -$4.36M -7,026 -67%
BIG
2069
Brooklyn Investment Group
New York
$2.17M +$1.64M +2,638 +307%
HW
2070
HORAN Wealth
Ohio
$2.17M +$2.17M +3,495 New
NSAM
2071
North Star Asset Management
Wisconsin
$2.17M – – –
RA
2072
Riversedge Advisors
Delaware
$2.16M +$181K +291 +9%
RIS
2073
Richmond Investment Services
Wisconsin
$2.16M +$1.72M +2,769 +388%
MCM
2074
Maple Capital Management
Vermont
$2.16M -$142K -228 -6%
LOPW
2075
Live Oak Private Wealth
North Carolina
$2.16M +$186K +300 +9%
81 82
83
84 85