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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 %
SMG
2451
Smart Money Group
Texas
$1.15M -$173K -279 -13%
PF
2452
Penney Financial
Texas
$1.15M – – –
CAM
2453
Close Asset Management
United Kingdom
$1.15M +$36.6K +59 +3%
FNWA
2454
Financial Network Wealth Advisors
Utah
$1.15M -$391K -629 -25%
CS
2455
Cannell & Spears
New York
$1.15M – – –
RFA
2456
Register Financial Advisors
Georgia
$1.15M +$3.11K +5 +0.3%
HC
2457
Hamilton Capital
Ohio
$1.15M +$621 +1 +0.1%
CWA
2458
Crux Wealth Advisors
California
$1.14M -$245K -395 -18%
RFA
2459
Rollins Financial Advisors
New York
$1.14M – – –
RSA
2460
River Street Advisors
Illinois
$1.14M +$242K +390 +27%
SAM
2461
Sequent Asset Management
Texas
$1.13M -$5.59K -9 -0.5%
LWMI
2462
Legacy Wealth Management (Idaho)
Idaho
$1.13M +$117K +188 +11%
LIS
2463
Legacy Investment Solutions
Idaho
$1.13M +$1.13M +1,825 New
SPL
2464
Smart Portfolios LLC
Washington
$1.13M +$438K +705 +64%
CCWM
2465
Correct Capital Wealth Management
Missouri
$1.13M -$39.7K -64 -3%
NF
2466
Nvest Financial
New Hampshire
$1.12M -$92.5K -149 -8%
WWM
2467
Woodside Wealth Management
Massachusetts
$1.12M +$34.2K +55 +3%
AWMS
2468
Advocacy Wealth Management Services
Georgia
$1.12M -$37.3K -60 -3%
MP
2469
Moment Partners
California
$1.12M -$17.4K -28 -2%
IWS
2470
Insight Wealth Strategies
California
$1.12M +$44.7K +72 +4%
RFN
2471
Redwood Financial Network
Ohio
$1.11M +$167K +269 +18%
SCM
2472
Sage Capital Management
New Jersey
$1.11M +$621 +1 +0.1%
PCI
2473
Planning Center Inc
Illinois
$1.11M -$46.6K -75 -4%
DS
2474
DRW Securities
Illinois
$1.11M -$780K -1,257 -41%
APIM
2475
Agate Pass Investment Management
Washington
$1.11M -$58.4K -94 -5%
97 98
99
100 101