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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 %
WAOI
3126
Wealth Advisors of Iowa
Iowa
– -$6.42M -12,204 Closed
KFGK
3127
Keystone Financial Group (Kentucky)
Kentucky
– -$6.22M -11,832 Closed
BBP
3128
Banco BTG Pactual
Brazil
– -$6.1M -11,600 Closed
HFRG
3129
Houlihan Financial Resource Group
Virginia
– -$5.61M -10,666 Closed
LWMNY
3130
Landmark Wealth Management (New York)
New York
– -$5.27M -10,022 Closed
PFM
3131
Patton Fund Management
Texas
– -$5.18M -9,844 Closed
ARC
3132
Advisor Resource Council
Texas
– -$4.6M -9,615 Closed
California State Teachers Retirement System (CalSTRS)
3133
California State Teachers Retirement System (CalSTRS)
California
– -$4.8M -9,123 Closed
AWA
3134
Authentikos Wealth Advisory
California
– -$3.46M -6,574 Closed
PBF
3135
Petix & Botte Financial
California
– -$2.98M -5,661 Closed
PPP
3136
Private Portfolio Partners
New Jersey
– -$2.85M -5,414 Closed
WWS
3137
Wellington Wealth Strategies
Indiana
– -$2.77M -5,277 Closed
IUHSA
3138
Itau Unibanco Holding S.A.
Brazil
– -$2.59M -4,693 Closed
CB
3139
Cadence Bank
Mississippi
– -$2.23M -4,235 Closed
DFG
3140
Delta Financial Group
New Jersey
– -$1.97M -3,747 Closed
HBCM
3141
Heron Bay Capital Management
Michigan
– -$1.91M -3,636 Closed
TSS
3142
Two Sigma Securities
New York
– -$1.68M -3,200 Closed
FEM
3143
Fulcrum Equity Management
Texas
– -$1.6M -3,036 Closed
JWWM
3144
Johnson & White Wealth Management
Pennsylvania
– -$1.55M -2,957 Closed
EWM
3145
Executive Wealth Management
Michigan
– -$1.49M -2,844 Closed
SWM
3146
Soundmark Wealth Management
Washington
– -$1.36M -2,589 Closed
XS
3147
XR Securities
Illinois
– -$1.28M -2,440 Closed
HP
3148
Hyperion Partners
Pennsylvania
– -$1.25M -2,380 Closed
CSIA
3149
Charles Schwab Investment Advisory
California
– -$1.25M -2,369 Closed
FMI
3150
Fiduciary Management Inc
Wisconsin
– -$1.23M -2,340 Closed
124 125
126
127 128