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iShares Core S&P 500 ETF
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Overview Fund Activity

3,096 hedge funds and large institutions have $362B invested in iShares Core S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 1,325 increasing their positions, 1,212 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,096
Holders Change
+30
Holders Change %
+0.98%
% of All Funds
45.03%
Holding in Top 10
1,001
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.5%
% of All Funds
14.56%
New
173
Increased
1,325
Reduced
1,212
Closed
101
Calls
$388M
Puts
$517M
Net Calls
-$129M
Net Calls Change
-$219M

Top Buyers

1
CM
Capula Management
Cayman Islands
+$4.8B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.16B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.46B
4
Marshall Wace
Marshall Wace
United Kingdom
+$3.16B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.42B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.17B
2
Goldman Sachs
Goldman Sachs
New York
-$3.66B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.16B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.52B
5
Wolverine Trading
Wolverine Trading
Illinois
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWP
2476
CFM Wealth Partners
Texas
$619K – – –
NPFS
2477
Novak & Powell Financial Services
Florida
$619K +$235K +429 +61%
B
2478
Bellecapital
Switzerland
$617K -$76.6K -140 -11%
ACM
2479
Argent Capital Management
Missouri
$615K – – –
CWM
2480
Collaborative Wealth Management
Florida
$614K +$84.8K +155 +16%
SIAG
2481
Safeguard Investment Advisory Group
California
$613K +$248K +453 +68%
GC
2482
Glenorchy Capital
Australia
$612K +$612K +1,118 New
AWM
2483
Activest Wealth Management
Florida
$608K +$8.75K +16 +1%
FI
2484
FWG Investments
Kentucky
$605K -$36.7K -67 -6%
B
2485
Bensler
Washington
$605K +$1.09K +2 +0.2%
FFWM
2486
Future Financial Wealth Management
Ohio
$603K – – –
WA
2487
WealthTrust Axiom
Pennsylvania
$603K +$145K +265 +32%
ACIM
2488
Azimuth Capital Investment Management
Michigan
$603K – – –
SLT
2489
St Louis Trust
Missouri
$597K – – –
TA
2490
TPG Advisors
Illinois
$597K +$597K +1,092 New
WMA
2491
West Michigan Advisors
Michigan
$594K -$20.8K -38 -3%
SRL
2492
Scientech Research LLC
New Jersey
$594K +$594K +1,085 New
NWA
2493
Navis Wealth Advisors
New York
$593K +$99K +181 +20%
HDIM
2494
Hanson & Doremus Investment Management
Vermont
$592K – – –
CWM
2495
Compass Wealth Management
Connecticut
$590K – – –
HCM
2496
HMS Capital Management
Tennessee
$589K – – –
GFWA
2497
Grey Fox Wealth Advisors
Delaware
$588K +$54.2K +99 +10%
WP
2498
Wealthspan Partners
Iowa
$587K -$47.1K -86 -7%
STCOSD
2499
Sageworth Trust Company of South Dakota
South Dakota
$587K -$14.8K -27 -2%
PFG
2500
Prosperity Financial Group
California
$587K +$547 +1 +0.1%
98 99
100
101 102