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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 %
FCFC
2926
First Citizens Financial Corp
Iowa
$230K +$230K +421 New
Fayez Sarofim & Co
2927
Fayez Sarofim & Co
Texas
$229K +$9.86K +18 +4%
DWA
2928
Delos Wealth Advisors
Texas
$229K +$6.02K +11 +3%
CFSG
2929
Clark Financial Services Group
Missouri
$228K – – –
AG
2930
Advocate Group
Minnesota
$227K – – –
BIA
2931
Barry Investment Advisors
Massachusetts
$227K -$197K -359 -46%
HCM
2932
Hillman Capital Management
Maryland
$225K – – –
MFG
2933
Marmo Financial Group
Tennessee
$225K +$225K +412 New
TWM
2934
TMD Wealth Management
Arizona
$225K – – –
DWA
2935
Douglass Winthrop Advisors
New York
$224K +$224K +410 New
VWA
2936
Valued Wealth Advisors
Utah
$223K +$547 +1 +0.2%
NC
2937
NBW Capital
Massachusetts
$223K -$90.3K -165 -29%
PWM
2938
Provident Wealth Management
Tennessee
$223K -$3.28K -6 -1%
RS
2939
Rakuten Securities
Japan
$223K +$222K +405 +20,250%
OWM
2940
Opes Wealth Management
California
$222K +$222K +406 New
UAS
2941
United Asset Strategies
New York
$222K +$222K +406 New
T
2942
TCWP
Ohio
$222K -$29.6K -54 -12%
EWS
2943
Evergreen Wealth Solutions
Pennsylvania
$221K -$10.4K -19 -4%
MWP
2944
Meredith Wealth Planning
Illinois
$219K -$29.6K -54 -12%
HC
2945
Hourglass Capital
Texas
$219K -$59.6K -109 -21%
AMIM
2946
Aull & Monroe Investment Management
Alabama
$219K – – –
EM
2947
ELCO Management
New York
$218K – – –
CWA
2948
CJM Wealth Advisers
Virginia
$218K – – –
TDC
2949
Thompson Davis & Co
Virginia
$218K +$547 +1 +0.3%
RH
2950
RFG Holdings
Texas
$218K +$218K +397 New
116 117
118
119 120