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iShares Core S&P 500 ETF
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Overview Fund Activity

3,182 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
3,182
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.02%
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
+$5.38B
2
Squarepoint
Squarepoint
New York
+$3.11B
3
Morgan Stanley
Morgan Stanley
New York
+$1.8B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.26B
5
BlackRock
BlackRock
New York
+$1.17B

Top Sellers

1
CM
Capula Management
Cayman Islands
-$4.8B
2
SFC
Strategic Financial Concepts
Texas
-$1.23B
3
SWM
Scissortail Wealth Management
Oklahoma
-$1.06B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$807M
5
LWM
Liberty Wealth Management
California
-$746M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
3051
Carmel Capital Partners
California
$208K +$208K +360 New
NHFG
3052
New Harbor Financial Group
Massachusetts
$207K -$173K -300 -45%
MAM
3053
MWA Asset Management
Massachusetts
$207K +$207K +359 New
RA
3054
Rise Advisors
New York
$206K +$1.73K +3 +0.8%
AFC
3055
AFT Forsyth & Company
Florida
$205K +$205K +355 New
VBFP
3056
Valtinson Bruner Financial Planning
Minnesota
$204K +$204K +353 New
VH
3057
Visionary Horizons
Tennessee
$204K +$204K +353 New
HWMG
3058
Hurlow Wealth Management Group
Indiana
$203K +$203K +352 New
SFPM
3059
Sensible Financial Planning & Management
Massachusetts
$203K +$203K +352 New
SRWM
3060
Shira Ridge Wealth Management
California
$203K +$203K +351 New
RRWA
3061
Rainey & Randall Wealth Advisors
Florida
$202K +$202K +351 New
NI
3062
NDVR Inc
Massachusetts
$202K +$202K +352 New
BFP
3063
Brewster Financial Planning
New York
$202K +$202K +350 New
BSAM
3064
Blue Square Asset Management
New York
$202K +$202K +350 New
CA
3065
Cannon Advisors
North Carolina
$201K +$201K +351 New
ECG
3066
EPIQ Capital Group
California
$200K +$200K +347 New
BCM
3067
Blume Capital Management
California
$200K +$55.4K +96 +38%
FPF
3068
First Pacific Financial
Washington
$199K -$62.2K -108 -24%
RAM
3069
Riggs Asset Management
Pennsylvania
$197K – – –
MM
3070
Main Management
California
$194K +$58.3K +101 +43%
FCG
3071
Financial Connections Group
California
$190K – – –
BCP
3072
Blue Chip Partners
Michigan
$186K – – –
CAM
3073
Clarity Asset Management
Iowa
$184K +$15.6K +27 +9%
CICI
3074
Capital Investment Counsel Inc
North Carolina
$182K -$107K -185 -37%
MBFW
3075
Morton Brown Family Wealth
Pennsylvania
$179K -$35.8K -62 -17%
121 122
123
124 125