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iShares Core S&P 500 ETF
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Overview Fund Activity

3,095 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
3,095
Holders Change
+30
Holders Change %
+0.98%
% of All Funds
45.02%
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
$6.02B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$19.7B
4
Marshall Wace
Marshall Wace
United Kingdom
$12.3B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$7.13B

Top Sellers

1
Bank of America
Bank of America
North Carolina
$8.7B
2
Goldman Sachs
Goldman Sachs
New York
$7.2B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$15.5B
4
Fidelity Investments
Fidelity Investments
Massachusetts
$3.67B
5
Wolverine Trading
Wolverine Trading
Illinois
$189M
Name Holding Trade Value Shares
Change 		Shares
Change %
MB
3101
Mizuho Bank
Japan
– -$210M -400,000 Closed
SPP
3102
Single Point Partners
Massachusetts
– -$113M -214,217 Closed
AWC
3103
Abundance Wealth Counselors
Pennsylvania
– -$109M -208,101 Closed
DC
3104
Deere & Company
Illinois
– -$104M -198,162 Closed
MHS
3105
M Holdings Securities
Oregon
– -$83.7M -159,140 Closed
LNC
3106
Lincoln National Corp
Pennsylvania
– -$73.1M -139,036 Closed
LSERS
3107
Louisiana State Employees Retirement System
Louisiana
– -$50.5M -96,000 Closed
BHB
3108
Bank Hapoalim BM
Israel
– -$40.7M -77,340 Closed
CA
3109
CoreCap Advisors
Michigan
– -$38.6M -73,331 Closed
NL
3110
NWAM LLC
Washington
– -$29.9M -57,403 Closed
TWM
3111
Trevian Wealth Management
Massachusetts
– -$29.2M -55,539 Closed
SFMG
3112
Sage Financial Management Group
Virginia
– -$27.2M -51,812 Closed
CWM
3113
Campbell Wealth Management
Virginia
– -$26.7M -50,847 Closed
MWM
3114
Meridian Wealth Management
Kentucky
– -$17.6M -33,424 Closed
HIC
3115
Hartline Investment Corp
Illinois
– -$14.2M -27,095 Closed
CBFP
3116
Cedar Brook Financial Partners
Ohio
– -$13.9M -26,439 Closed
IMC Chicago
3117
IMC Chicago
Illinois
– -$13M -24,803 Closed
DS
3118
DRW Securities
Illinois
– -$12.7M -24,206 Closed
OMC
3119
Old Mission Capital
Illinois
– -$11.6M -21,998 Closed
Capital Fund Management (CFM)
3120
Capital Fund Management (CFM)
France
– -$11.4M -21,600 Closed
HF
3121
HRT Financial
New York
– -$11.2M -21,332 Closed
DFA
3122
DHK Financial Advisors
New Hampshire
– -$10.1M -19,184 Closed
DWM
3123
Darwin Wealth Management
Florida
– -$9.83M -18,698 Closed
CG
3124
Caprock Group
Idaho
– -$8.07M -15,349 Closed
WAOI
3125
Wealth Advisors of Iowa
Iowa
– -$6.42M -12,204 Closed
123 124
125
126 127