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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 %
HCA
301
Heck Capital Advisors
Wisconsin
$107M +$7.2M +12,476 +7%
BP
302
BBR Partners
New York
$107M -$47.9K -83 -0%
CWA
303
Core Wealth Advisors
Florida
$106M +$276K +479 +0.3%
GL
304
Graypoint LLC
New York
$106M +$3.78M +6,556 +4%
VFA
305
Valeo Financial Advisors
Indiana
$105M +$2.77M +4,807 +3%
CNHF
306
Conrad N. Hilton Foundation
California
$104M +$104M +180,651 New
MCWS
307
McKinley Carter Wealth Services
West Virginia
$104M +$1.07M +1,863 +1%
HWM
308
HB Wealth Management
Georgia
$103M +$3.92M +6,789 +4%
CFO
309
Callan Family Office
Pennsylvania
$103M +$8.01M +13,888 +8%
PS
310
Principal Securities
Iowa
$102M -$14.2M -24,628 -12%
ABTD
311
Arvest Bank Trust Division
Oklahoma
$102M +$102M +176,837 New
MFG
312
Merit Financial Group
Georgia
$102M -$34M -58,903 -25%
DADC
313
D.A. Davidson & Co
Montana
$102M -$6.11M -10,591 -6%
BWP
314
BSW Wealth Partners
Colorado
$102M +$1.57M +2,716 +2%
VFIC
315
Valley Forge Investment Consultants
Pennsylvania
$101M +$2.06M +3,574 +2%
IAN
316
Integrated Advisors Network
Texas
$101M +$3.46M +5,994 +4%
FWCM
317
Ferguson Wellman Capital Management
Oregon
$100M +$542K +939 +0.5%
WAG
318
Winthrop Advisory Group
Massachusetts
$99.5M +$23.6M +49,909 +31%
SAM
319
Satovsky Asset Management
New York
$99.2M -$632K -1,095 -0.6%
CA
320
Cambridge Associates
Massachusetts
$97.9M +$78.5M +136,013 +404%
FCFC
321
First Commonwealth Financial Corp
Pennsylvania
$97.6M -$319K -553 -0.3%
GT
322
Glenmede Trust
Pennsylvania
$96.8M -$575K -996 -0.6%
CAM
323
Chandler Asset Management
California
$96.1M -$421K -730 -0.4%
Susquehanna International Group
324
Susquehanna International Group
Pennsylvania
$94.8M +$8.75M +15,173 +10%
CCFCSB
325
Cape Cod Five Cents Savings Bank
Massachusetts
$94.7M -$680K -1,179 -0.7%
11 12
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