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iShares Core S&P 500 ETF
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Overview Fund Activity

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.18B
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$4.12B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4B
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.67B
5
Goldman Sachs
Goldman Sachs
New York
+$958M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.99B
2
Millennium Management
Millennium Management
New York
-$4.54B
3
BlackRock
BlackRock
New York
-$2.66B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.11B
5
Wolverine Trading
Wolverine Trading
Illinois
-$2.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
3076
Curi Wealth Management
North Carolina
– -$64.5M -135,034 Closed
WF
3077
Williams Financial
Vermont
– -$28.5M -59,724 Closed
JF
3078
Jump Financial
Illinois
– -$21.6M -45,231 Closed
GBWM
3079
Granite Bay Wealth Management
New Hampshire
– -$15.5M -34,615 Closed
WCP
3080
Wick Capital Partners
Pennsylvania
– -$15.1M -31,679 Closed
YAVAPFMC
3081
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
– -$14.2M -29,650 Closed
FTIS
3082
First Trust Investment Solutions
Florida
– -$13.6M -28,508 Closed
LAS
3083
Lloyd Advisory Services
Georgia
– -$13.5M -28,183 Closed
BOSSRA
3084
B.O.S.S. Retirement Advisors
Utah
– -$13.2M -27,593 Closed
OP
3085
ORG Partners
Indiana
– -$12.2M -25,455 Closed
AFG
3086
AFS Financial Group
Maryland
– -$10.2M -21,270 Closed
MSA
3087
Marathon Strategic Advisors
Pennsylvania
– -$8.75M -18,324 Closed
LCWP
3088
Legacy Capital Wealth Partners
Arkansas
– -$7.21M -15,088 Closed
CP
3089
Coho Partners
Pennsylvania
– -$6.85M -14,338 Closed
KOC
3090
Koss-Olinger Consulting
Florida
– -$6.06M -12,680 Closed
WCM
3091
Winthrop Capital Management
Indiana
– -$5.49M -11,485 Closed
Invesco
3092
Invesco
Georgia
– -$4.74M -9,922 Closed
CWP
3093
Curated Wealth Partners
California
– -$4.17M -8,738 Closed
CCC
3094
Chelsea Counsel Company
California
– -$3.73M -7,800 Closed
HZ
3095
Hixon Zuercher
Ohio
– -$3.24M -6,781 Closed
AFTS
3096
American Financial & Tax Strategies
New York
– -$440K -5,559 Closed
LC
3097
Lavaca Capital
Texas
– -$1.81M -3,798 Closed
AC
3098
AlphaCore Capital
California
– -$1.54M -3,227 Closed
IIA
3099
IPG Investment Advisors
California
– -$1.53M -3,206 Closed
SMH
3100
Sanders Morris Harris
Texas
– -$1.43M -2,997 Closed
122 123
124
125 126