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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 %
CWM
2301
CIBC World Markets
New York
$1.49M +$4.35K +7 +0.3%
CAAS
2302
Capital Asset Advisory Services
Michigan
$1.49M +$507K +816 +52%
SFA
2303
Seneca Financial Advisors
New York
$1.49M +$1.86K +3 +0.1%
BFA
2304
Brown Financial Advisory
Alabama
$1.48M -$15.5K -25 -1%
CWM
2305
ClientFirst Wealth Management
Arkansas
$1.48M – – –
GAA
2306
Guardian Asset Advisors
Pennsylvania
$1.48M -$19.9K -32 -1%
CNB
2307
Camden National Bank
Maine
$1.48M +$16.8K +27 +1%
WW
2308
Waterfront Wealth
Kansas
$1.48M -$12.4K -20 -0.8%
AFAS
2309
Acorn Financial Advisory Services
Virginia
$1.47M -$155K -249 -9%
OHIS
2310
Oak Harvest Investment Services
Texas
$1.47M +$77.6K +125 +6%
FOR
2311
Family Office Research
Maryland
$1.47M +$621 +1 +0%
AWM
2312
Accel Wealth Management
Iowa
$1.47M – – –
MIG
2313
McGuire Investment Group
Rhode Island
$1.47M -$143K -231 -9%
LAM
2314
L2 Asset Management
Massachusetts
$1.47M +$1.47M +2,361 New
NLWP
2315
Next Level Wealth Planning
Idaho
$1.46M -$45.9K -74 -3%
CWM
2316
Copia Wealth Management
Oregon
$1.46M +$10.6K +17 +0.7%
SCM
2317
Sterling Capital Management
North Carolina
$1.46M +$107K +173 +8%
RA
2318
RoundAngle Advisors
New Jersey
$1.46M +$14.3K +23 +1%
PGWM
2319
Pitti Group Wealth Management
New York
$1.45M +$39.1K +63 +3%
EIM
2320
Ervin Investment Management
Washington
$1.45M -$117K -188 -7%
DWM
2321
Diversify Wealth Management
Utah
$1.45M -$28.4K -44 -2%
AIM
2322
Athena Investment Management
California
$1.45M -$20.5K -33 -1%
CWM
2323
Cabot Wealth Management
Massachusetts
$1.44M – – –
HNWA
2324
Henrickson Nauta Wealth Advisors
Michigan
$1.44M +$1.24K +2 +0.1%
HWP
2325
Highline Wealth Partners
California
$1.44M +$118K +190 +9%
91 92
93
94 95