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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 %
OFG
476
Oxford Financial Group
Indiana
$55.9M -$498K -864 -0.9%
SPIA
477
Strategic Point Investment Advisors
Rhode Island
$55.8M +$1.05M +1,824 +2%
PI
478
Parkside Investments
Illinois
$55.2M +$6.52M +11,305 +13%
OFS
479
Orrstown Financial Services
Pennsylvania
$54.9M +$3.03M +5,261 +6%
HH
480
HWG Holdings
Texas
$54.7M -$24.7M -42,900 -31%
WBG
481
Wharton Business Group
Pennsylvania
$54.7M -$123K -213 -0.2%
RIM
482
Rakuten Investment Management
Japan
$54.6M +$14.8M +25,843 +37%
SFS
483
Sowell Financial Services
Arkansas
$54.4M -$6.22M -10,775 -10%
BFA
484
Beaumont Financial Advisors
Massachusetts
$54.4M -$147K -255 -0.3%
HCMT
485
Highland Capital Management (Tennessee)
Tennessee
$54.3M +$229K +397 +0.4%
BOS
486
Bank of Stockton
California
$53.9M +$2.4M +4,156 +5%
CGFA
487
Colton Groome Financial Advisors
North Carolina
$53.7M +$1.03M +1,778 +2%
MG
488
Mather Group
Illinois
$53.4M -$2.24M -3,879 -4%
CI
489
CX Institutional
Indiana
$53.3M -$4.09M -7,089 -7%
AF
490
Allworth Financial
California
$53.2M -$6.77M -11,744 -11%
ST
491
Smithfield Trust
Pennsylvania
$53.2M -$611K -1,059 -1%
IA
492
IFS Advisors
Kansas
$53.1M -$102K -177 -0.2%
DSA
493
Droms Strauss Advisors
Missouri
$52.8M -$2.24M -3,876 -4%
RA
494
Rational Advisors
New York
$52.7M -$9.33M -16,167 -15%
CCWA
495
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$52.1M -$1.88M -3,262 -3%
VWA
496
Visionary Wealth Advisors
Illinois
$51.7M +$570K +989 +1%
MMA
497
Miracle Mile Advisors
California
$51.7M +$222K +385 +0.4%
CFIA
498
Cantor Fitzgerald Investment Advisors
New York
$51.7M +$16.5M +28,647 +47%
CWA
499
Consilio Wealth Advisors
Washington
$51.5M +$807K +1,399 +2%
CCG
500
Cypress Capital Group
Florida
$51.5M -$1,000K -1,733 -2%
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