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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 %
CA
326
Crewe Advisors
Utah
$94.7M +$5.58M +9,675 +6%
Betterment LLC
327
Betterment LLC
New York
$93.8M -$5.77M -10,010 -6%
CS
328
Cisco Systems
California
$92.3M – – –
SHJ
329
Sharkey, Howes & Javer
Colorado
$92M -$29.6M -51,269 -24%
HFS
330
Hantz Financial Services
Michigan
$91.5M +$9.59M +16,629 +12%
AA
331
ALPS Advisors
Colorado
$91.5M -$2.76M -4,780 -3%
UW
332
Unique Wealth
Florida
$91.4M -$5.62M -9,746 -6%
FMWA
333
Forvis Mazars Wealth Advisors
Missouri
$91.2M -$513K -889 -0.6%
PCIA
334
Prime Capital Investment Advisors
Kansas
$91.1M +$1.91M +3,310 +2%
CFP
335
Catalyst Financial Partners
Massachusetts
$90.7M +$4.94M +8,561 +6%
BBVA
336
Banco Bilbao Vizcaya Argentaria
Spain
$89.9M -$95.4M -165,512 -51%
NCM
337
Narwhal Capital Management
Georgia
$89.7M +$988K +1,713 +1%
WTC
338
WhitTier Trust Company
Nevada
$89.3M +$3.31M +5,730 +4%
SIM
339
SSI Investment Management
California
$88.7M -$11.8M -20,414 -12%
BMCM
340
Bryn Mawr Capital Management
Pennsylvania
$88M +$268K +464 +0.3%
TIM
341
Tortoise Investment Management
New York
$87.8M -$336K -583 -0.4%
BIM
342
Bridges Investment Management
Nebraska
$87.6M +$14.1M +24,474 +19%
SWC
343
Spectrum Wealth Counsel
Indiana
$87.4M +$678K +1,176 +0.8%
Chevy Chase Trust
344
Chevy Chase Trust
Maryland
$87.2M +$10.3M +17,934 +13%
GLA
345
Great Lakes Advisors
Illinois
$87.2M -$377K -653 -0.4%
KIM
346
Karpus Investment Management
New York
$86.8M -$2.82M -4,883 -3%
SYBT
347
Stock Yards Bank & Trust
Kentucky
$86.6M -$4.04M -7,006 -4%
RFA
348
RTD Financial Advisors
Pennsylvania
$86.5M +$1.07M +1,861 +1%
MIS
349
Morningstar Investment Services
Illinois
$86.4M +$2.43M +4,236 +3%
SAM
350
Standpoint Asset Management
Arizona
$86.2M +$9.81M +17,000 +13%
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