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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 %
SW
376
SteelPeak Wealth
California
$76.3M -$3.91M -6,783 -5%
AFS
377
Amtrust Financial Services
New York
$76M – – –
FBB
378
Fulton Breakefield Broenniman
Maryland
$75.6M +$1.79M +3,103 +2%
D.E. Shaw & Co
379
D.E. Shaw & Co
New York
$75.1M +$75.1M +130,128 New
Deutsche Bank
380
Deutsche Bank
Germany
$75M -$417K -723 -0.6%
AI
381
Accredited Investors
Minnesota
$74.7M -$275K -476 -0.4%
I
382
INVST
Indiana
$74.6M -$36.4M -63,059 -33%
RDFA
383
Ritter Daniher Financial Advisory
Ohio
$74.5M -$364K -631 -0.5%
GPW
384
Gray Private Wealth
Massachusetts
$74.1M +$799K +1,385 +1%
DWM
385
Destination Wealth Management
California
$74.1M -$39.8K -69 -0.1%
SFS
386
Summit Financial Strategies
Ohio
$73.7M -$1.7M -2,941 -2%
AIA
387
Alternative Investment Advisors
Florida
$73.5M +$5.64M +9,770 +8%
GRP
388
Global Retirement Partners
California
$73.5M +$5.16M +8,940 +8%
RhumbLine Advisers
389
RhumbLine Advisers
Massachusetts
$73.2M -$9.48M -16,427 -11%
DAS
390
Dynamic Advisor Solutions
Arizona
$73.1M +$3.18M +5,506 +5%
PCG
391
Prosperity Consulting Group
Maryland
$72.6M +$8.68M +15,045 +14%
CIM
392
CIM Investment Management
Pennsylvania
$72.6M +$1.24M +2,153 +2%
HI
393
Hudock Inc
Pennsylvania
$72.2M +$247K +429 +0.3%
PWLP
394
Prio Wealth Limited Partnership
Massachusetts
$72.2M -$317K -549 -0.4%
CSWG
395
Cardinal Strategic Wealth Guidance
Kentucky
$72M +$1.91M +3,314 +3%
WA
396
Wealth Architects
California
$71.8M -$988K -1,712 -1%
LNB
397
Ledyard National Bank
$71.4M +$763K +1,323 +1%
CWM
398
Cahill Wealth Management
Michigan
$71.3M +$212K +368 +0.3%
APCM
399
Alaska Permanent Capital Management
Alaska
$71M -$383K -664 -0.5%
NEPPG
400
New England Professional Planning Group
Rhode Island
$70.6M +$342K +593 +0.5%
14 15
16
17 18