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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 %
FW
2076
FullCircle Wealth
Texas
$2.16M -$1.56M -2,467 -42%
MSWM
2077
McGlone Suttner Wealth Management
Wisconsin
$2.14M +$24.2K +39 +1%
CWM
2078
Castle Wealth Management
Florida
$2.14M -$775K -1,248 -27%
GD
2079
Grandfield & Dodd
New York
$2.14M -$24.8K -40 -1%
HCM
2080
Howland Capital Management
Massachusetts
$2.13M – – –
DFC
2081
DBK Financial Counsel
Ohio
$2.13M – – –
FTC
2082
Farmers Trust Company
Ohio
$2.13M -$24.2K -39 -1%
VNA
2083
Valley National Advisers
Pennsylvania
$2.13M +$90K +145 +4%
TI
2084
tru Independence
Oregon
$2.13M -$41.6K -67 -2%
BO
2085
Bank OZK
Arkansas
$2.12M -$53.4K -86 -2%
WRPWM
2086
Werba Rubin Papier Wealth Management
California
$2.12M -$29.2K -47 -1%
GFL
2087
Granite FO LLC
New Hampshire
$2.12M – – –
RZH
2088
Relyea Zuckerberg Hanson
Connecticut
$2.11M +$974K +1,569 +85%
GA
2089
Goldstein Advisors
Wisconsin
$2.11M +$125K +202 +6%
AWM
2090
Angeles Wealth Management
California
$2.11M -$270K -435 -11%
OSNBOA
2091
Old Second National Bank of Aurora
Illinois
$2.09M -$18.6K -30 -0.9%
FMI
2092
F/M Investments
District of Columbia
$2.09M +$557K +973 +36%
JIR
2093
James Investment Research
Ohio
$2.09M +$62.7K +101 +3%
PP
2094
Pacifica Partners
Canada
$2.08M -$105K -170 -5%
BFA
2095
Bragg Financial Advisors
North Carolina
$2.08M -$47.8K -77 -2%
RPCA
2096
Running Point Capital Advisors
California
$2.08M +$941K +1,515 +83%
LC
2097
LCNB Corp
Ohio
$2.08M +$487K +785 +31%
MIFH
2098
Migdal Insurance & Financial Holdings
Israel
$2.08M +$190K +306 +10%
RIM
2099
Rockbridge Investment Management
New York
$2.07M -$44.7K -72 -2%
FS
2100
Financial Symmetry
North Carolina
$2.07M -$27.9K -45 -1%
82 83
84
85 86