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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 %
TWM
2101
Tradition Wealth Management
Minnesota
$2.06M -$60.2K -97 -3%
LCM
2102
Lazari Capital Management
California
$2.06M -$195K -314 -9%
GAM
2103
Griffin Asset Management
New York
$2.06M -$60.8K -98 -3%
CTI
2104
Community Trust & Investment
Kentucky
$2.06M +$205K +330 +11%
WA
2105
Whipplewood Advisors
Colorado
$2.06M +$2.03M +3,273 +6,680%
RCM
2106
Raleigh Capital Management
North Carolina
$2.06M -$2.18M -3,508 -51%
BDPWM
2107
Barnes Dennig Private Wealth Management
Ohio
$2.06M +$1.26M +2,032 +159%
SWMP
2108
Signature Wealth Management Partners
New Jersey
$2.06M +$181K +292 +10%
BWP
2109
Burling Wealth Partners
Illinois
$2.05M +$592K +953 +41%
YP
2110
YANKCOM Partnership
South Dakota
$2.05M – – –
2WWM
2111
21 West Wealth Management
California
$2.05M +$2.05M +3,294 New
VAF
2112
Values Added Financial
District of Columbia
$2.04M +$42.2K +68 +2%
FMC
2113
First Merchants Corp
Indiana
$2.04M +$136K +219 +7%
MPCL
2114
My Personal CFO LLC
Washington
$2.03M -$1.24K -2 -0.1%
TCOT
2115
Trust Company of Toledo
Ohio
$2.03M -$13K -21 -0.6%
RC
2116
Randolph Company
Ohio
$2.03M +$540K +870 +36%
SC
2117
Searle & Co
Connecticut
$2.03M +$49.7K +80 +3%
LWCFA
2118
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.03M -$295K -475 -13%
FWA
2119
FSC Wealth Advisors
New York
$2.03M +$112K +181 +6%
AIC
2120
Archer Investment Corporation
Indiana
$2.03M +$45.3K +73 +2%
GWM
2121
Greenwich Wealth Management
Connecticut
$2.02M +$56.5K +91 +3%
BT
2122
Brandywine Trust
Delaware
$2.02M +$805K +1,297 +66%
SCA
2123
Scott Capital Advisors
Oregon
$2.02M +$42.6K +68 +2%
CWA
2124
Clarity Wealth Advisors
California
$2.02M +$30.4K +49 +2%
MAA
2125
Matrix Asset Advisors
New York
$2.01M +$58.4K +94 +3%
83 84
85
86 87