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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 %
PCMC
2976
Planning Capital Management Corporation
Pennsylvania
$209K – – –
AAS
2977
Asset Allocation Strategies
Michigan
$209K +$209K +381 New
MBFW
2978
Morton Brown Family Wealth
Pennsylvania
$207K +$23.3K +42 +13%
SA
2979
Shilanski & Associates
Alaska
$207K +$207K +379 New
GTAM
2980
Global Trust Asset Management
Florida
$207K +$10.4K +19 +5%
EG
2981
Ellerson Group
Maryland
$205K -$41K -75 -17%
SCM
2982
Sterneck Capital Management
Missouri
$205K +$205K +375 New
HWA
2983
Hillcrest Wealth Advisors
New Jersey
$205K +$205K +375 New
KC
2984
Kinloch Capital
Virginia
$205K +$205K +374 New
GWM
2985
Grand Wealth Management
Michigan
$203K -$9.3K -17 -4%
PFP
2986
Paragon Financial Partners
California
$202K +$202K +370 New
ONSWM
2987
Old North State Wealth Management
North Carolina
$202K +$202K +368 New
MF
2988
Montis Financial
Massachusetts
$202K +$202K +369 New
AFM
2989
Abbot Financial Management
Massachusetts
$201K +$201K +368 New
DAC
2990
Dividend Assets Capital
South Carolina
$201K +$201K +368 New
PIA
2991
Powell Investment Advisors
Florida
$201K +$163K +298 +432%
EFP
2992
Elser Financial Planning
Indiana
$201K +$201K +367 New
GWSA
2993
Global Wealth Strategies & Associates
Colorado
$194K +$20.8K +38 +12%
RA
2994
Rise Advisors
New York
$193K +$8.21K +15 +4%
RAM
2995
Riggs Asset Management
Pennsylvania
$187K – – –
FCG
2996
Financial Connections Group
California
$181K +$181K +331 New
SFA
2997
Semmax Financial Advisors
North Carolina
$179K -$17.5K -32 -9%
BCP
2998
Blue Chip Partners
Michigan
$177K +$547 +1 +0.3%
PCWA
2999
Pacific Capital Wealth Advisors
California
$170K – – –
MIM
3000
MTM Investment Management
South Carolina
$169K +$10.9K +20 +7%
118 119
120
121 122