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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 %
PMG
2551
Private Management Group
California
$525K -$13.7K -25 -3%
KF
2552
KKM Financial
Illinois
$524K – – –
HGA
2553
Hobbs Group Advisors
South Carolina
$522K +$522K +954 New
SW
2554
SMART Wealth
Nebraska
$522K +$160K +292 +44%
HHAA
2555
Henry H. Armstrong Associates
Pennsylvania
$521K +$203K +371 +64%
T
2556
Tidemark
California
$519K -$146K -266 -22%
LRPA
2557
L. Roy Papp & Associates
Arizona
$517K -$7.66K -14 -1%
IIA
2558
Integral Investment Advisors
California
$516K +$39.6K +72 +8%
RSWA
2559
Robinson Smith Wealth Advisors
Maine
$515K +$273K +499 +113%
USWIA
2560
UP Strategic Wealth Investment Advisors
Pennsylvania
$515K -$29K -53 -5%
TWM
2561
Tanager Wealth Management
United Kingdom
$514K – – –
WCM
2562
Whitener Capital Management
North Carolina
$513K -$38.3K -70 -7%
MCIA
2563
Mountain Capital Investment Advisors
Colorado
$512K +$22K +39 +4%
MSWM
2564
Mowery & Schoenfeld Wealth Management
Illinois
$512K – – –
CRWM
2565
Castle Rock Wealth Management
California
$511K – – –
NIM
2566
Nicollet Investment Management
Minnesota
$510K +$7.12K +13 +1%
PWG
2567
Private Wealth Group
Florida
$509K -$706K -1,290 -58%
MSFP
2568
Mark Sheptoff Financial Planning
Connecticut
$508K +$198K +361 +64%
HWMO
2569
Heritage Wealth Management (Ohio)
Ohio
$508K +$508K +910 New
MAWCM
2570
Mine & Arao Wealth Creation & Management
California
$507K +$15.9K +29 +3%
RCM
2571
Richardson Capital Management
Wisconsin
$506K -$91.9K -168 -15%
SI
2572
Stonekeep Investments
New Mexico
$506K +$506K +924 New
GWA
2573
GGM Wealth Advisors
Maryland
$505K +$26.3K +48 +5%
SFS
2574
Security Financial Services
Indiana
$502K -$851K -1,555 -63%
IPA
2575
Investment Planning Advisors
Georgia
$501K +$501K +916 New
101 102
103
104 105