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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 %
EA
501
Enclave Advisors
Texas
$51.3M +$51.3M +88,940 New
BHWM
502
Bar Harbor Wealth Management
New Hampshire
$51.1M +$527K +913 +1%
BA
503
Bristlecone Advisors
Washington
$51M +$845K +1,465 +2%
BWM
504
Buska Wealth Management
Wisconsin
$50.9M +$3.87M +6,717 +8%
D
505
Diversified
Delaware
$50.5M +$1.71M +2,957 +3%
DE
506
Diversified Enterprises
Delaware
$50.5M +$50.5M +87,635 New
RFP
507
Roth Financial Partners
Texas
$50.5M +$915K +1,586 +2%
Arrowstreet Capital
508
Arrowstreet Capital
Massachusetts
$50.4M -$13.7M -23,688 -21%
SFA
509
Sequoia Financial Advisors
Ohio
$50.2M -$4.42M -7,655 -8%
JWCA
510
J.W. Cole Advisors
Florida
$50.1M -$1.44M -2,496 -3%
FCI
511
Financial Counselors Inc
Kansas
$49.8M +$4.8M +8,314 +11%
RL
512
Rogco LP
Oklahoma
$49.5M -$1.95M -3,386 -4%
SC
513
Savant Capital
Illinois
$48.9M +$10.7M +18,519 +28%
AA
514
Ancora Advisors
Ohio
$48.7M +$1.22M +2,108 +3%
ACA
515
Affinity Capital Advisors
California
$48.3M +$1.08M +1,877 +2%
FFM
516
Fullerton Fund Management
Singapore
$48.3M +$37.3M +64,616 +339%
T
517
TNF
Montana
$48.2M -$718K -1,233 -1%
KPWS
518
Kestra Private Wealth Services
Texas
$48.1M -$4.42M -7,668 -8%
SIRP
519
Shelter Insurance Retirement Plan
Missouri
$47.9M – – –
KFSC
520
Keystone Financial Services (Colorado)
Colorado
$47.8M -$5.54M -9,598 -10%
UOMF
521
University of Massachusetts Foundation
Massachusetts
$47.8M – – –
WA
522
Waterford Advisors
New York
$47.6M +$761K +1,320 +2%
HPM
523
Hoxton Planning & Management
West Virginia
$47.3M -$1.58M -2,746 -3%
AFG
524
Atomi Financial Group
New York
$47.2M +$14.7M +25,569 +45%
TCM
525
TD Capital Management
Tennessee
$47.2M -$58.8K -102 -0.1%
19 20
21
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