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iShares Core S&P 500 ETF
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Overview Fund Activity

3,181 hedge funds and large institutions have $394B invested in iShares Core S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,365 increasing their positions, 1,206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,181
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.01%
Holding in Top 10
1,022
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+2.1%
% of All Funds
14.78%
New
177
Increased
1,365
Reduced
1,206
Closed
58
Calls
$826M
Puts
$810M
Net Calls
+$16.3M
Net Calls Change
+$145M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$14.5B
2
Squarepoint
Squarepoint
New York
$5.65B
3
Morgan Stanley
Morgan Stanley
New York
$14.4B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.1B
5
BlackRock
BlackRock
New York
$39.5B

Top Sellers

1
CM
Capula Management
Cayman Islands
$0
2
SFC
Strategic Financial Concepts
Texas
$2.06M
3
SWM
Scissortail Wealth Management
Oklahoma
$14.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$20B
5
LWM
Liberty Wealth Management
California
$41.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
226
Gilbert & Cook
Iowa
$166M +$5.72M +9,911 +4%
BPA
227
Beacon Pointe Advisors
California
$162M -$4.57M -7,925 -3%
Kayne Anderson Rudnick Investment Management
228
Kayne Anderson Rudnick Investment Management
California
$160M +$14.6M +25,303 +10%
TLFA
229
True Link Financial Advisors
California
$159M +$6.08M +10,545 +4%
AI
230
Atria Investments
North Carolina
$158M -$11.5M -19,882 -7%
EPA
231
Element Pointe Advisors
Florida
$158M +$7.05M +12,227 +5%
SNB
232
Security National Bank
Nebraska
$157M – – –
P
233
&Partners
Tennessee
$157M +$79.5M +136,951 +102%
DWM
234
Dakota Wealth Management
Florida
$157M +$1.16M +2,004 +0.7%
NB
235
Norinchukin Bank
Japan
$156M +$156M +271,290 New
MIM
236
Monashee Investment Management
Massachusetts
$154M – – –
LF
237
Lee Financial
Texas
$153M +$11.5M +19,974 +8%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$150M -$1.82M -3,151 -1%
MWM
239
Modera Wealth Management
New Jersey
$149M -$4.25M -7,373 -3%
Two Sigma Advisers
240
Two Sigma Advisers
New York
$148M -$22M -38,100 -13%
Two Sigma Investments
241
Two Sigma Investments
New York
$147M -$88.9M -154,200 -38%
CWM
242
Calamos Wealth Management
Illinois
$147M -$2.87M -4,970 -2%
GIM
243
Goelzer Investment Management
Indiana
$144M +$7.47M +12,952 +5%
2P
244
26North Partners
New York
$144M +$138K +239 +0.1%
JFA
245
JNBA Financial Advisors
Minnesota
$144M +$17.8M +30,843 +14%
AAG
246
Armstrong Advisory Group
Massachusetts
$143M +$33.6M +58,213 +31%
SWA
247
SFMG Wealth Advisors
Texas
$143M +$1.53M +2,656 +1%
MFS
248
McNamara Financial Services
Massachusetts
$142M -$301K -522 -0.2%
UWPG
249
Ullmann Wealth Partners Group
Florida
$142M +$4.7M +8,142 +3%
FFA
250
First Foundation Advisors
California
$141M +$2.72M +4,711 +2%
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