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iShares Core S&P 500 ETF
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Overview Fund Activity

3,543 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 188 funds opening new positions, 1,465 increasing their positions, 1,438 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,543
Holders Change
+29
Holders Change %
+0.83%
% of All Funds
47.5%
Holding in Top 10
1,130
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-1.31%
% of All Funds
15.15%
New
188
Increased
1,465
Reduced
1,438
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 %
TFO
201
Tarbox Family Office
California
$234M +$3.19M +5,134 +1%
SCM
202
Steele Capital Management
Iowa
$232M -$180K -290 -0.1%
PP
203
Prudential plc
United Kingdom
$232M +$8.09M +13,031 +4%
BP
204
Ballentine Partners
Massachusetts
$229M -$2.26M -3,632 -1%
HP
205
Hancock Prospecting
Australia
$226M – – –
MWA
206
Midland Wealth Advisors
Illinois
$225M +$5.09M +8,205 +2%
AIIMS
207
Analyst IMS Investment Management Services
Israel
$224M – – –
PAG
208
Private Advisor Group
New Jersey
$223M -$8.33M -13,412 -4%
Wellington Management Group
209
Wellington Management Group
Massachusetts
$221M -$2.5M -4,024 -1%
DLIC
210
Daido Life Insurance Company
Japan
$218M – – –
SW
211
SoFi Wealth
California
$211M +$12.2M +19,577 +6%
CCMG
212
Clark Capital Management Group
Pennsylvania
$210M -$226M -364,148 -52%
VC
213
Vicus Capital
Pennsylvania
$210M +$7.22M +11,629 +4%
TFM
214
TFC Financial Management
Massachusetts
$208M +$25.4M +40,978 +14%
LPT
215
Legacy Private Trust
Wisconsin
$204M +$2.78M +4,476 +1%
SWP
216
Stratos Wealth Partners
Ohio
$200M +$9.32M +15,013 +5%
Lazard Asset Management
217
Lazard Asset Management
New York
$198M -$4.58M -7,373 -2%
LW
218
Linscomb Wealth
Texas
$195M +$185K +298 +0.1%
IWC
219
Integrated Wealth Concepts
Massachusetts
$195M -$20.2M -32,511 -9%
SPC
220
Sigma Planning Corp
Michigan
$191M -$9.12M -14,688 -5%
GT
221
Glenview Trust
Kentucky
$190M +$1.58M +2,540 +0.8%
HFS
222
Hantz Financial Services
Michigan
$190M +$31.6M +50,972 +20%
AWM
223
Apollon Wealth Management
South Carolina
$189M +$1.28M +2,055 +0.7%
TLFA
224
True Link Financial Advisors
California
$188M +$13.2M +21,328 +8%
EIG
225
Ellenbecker Investment Group
Wisconsin
$187M -$20.7M -33,320 -10%
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