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iShares Core S&P 500 ETF
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Overview Fund Activity

3,096 hedge funds and large institutions have $362B invested in iShares Core S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 1,325 increasing their positions, 1,212 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,096
Holders Change
+30
Holders Change %
+0.98%
% of All Funds
45.03%
Holding in Top 10
1,001
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.5%
% of All Funds
14.56%
New
173
Increased
1,325
Reduced
1,212
Closed
101
Calls
$388M
Puts
$517M
Net Calls
-$129M
Net Calls Change
-$219M

Top Buyers

1
CM
Capula Management
Cayman Islands
+$4.8B
2
Jones Financial Companies
Jones Financial Companies
Missouri
+$4.16B
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.46B
4
Marshall Wace
Marshall Wace
United Kingdom
+$3.16B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$2.42B

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$4.17B
2
Goldman Sachs
Goldman Sachs
New York
-$3.66B
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$2.16B
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.52B
5
Wolverine Trading
Wolverine Trading
Illinois
-$1.37B
Name Holding Trade Value Shares
Change 		Shares
Change %
HCM
526
Hollencrest Capital Management
California
$44.1M -$421K -770 -0.9%
BFA
527
Bluestem Financial Advisors
Illinois
$44M -$1.6M -2,919 -4%
WI
528
Wintrust Investments
Illinois
$44M +$1.51M +2,760 +4%
SIRP
529
Shelter Insurance Retirement Plan
Missouri
$43.8M – – –
EWA
530
EP Wealth Advisors
California
$43.8M +$372K +680 +0.9%
GIA
531
Gladstone Institutional Advisory
Florida
$43.7M +$512K +935 +1%
ICMARC
532
International City Management Association Retirement Corp
District of Columbia
$43.6M +$9.14M +16,700 +27%
CWM
533
Cornerstone Wealth Management
Missouri
$43.3M -$612K -1,119 -1%
SIA
534
SkyView Investment Advisors
New Jersey
$43.2M +$644K +1,176 +2%
P3I
535
Progeny 3 Inc
Washington
$43.1M – – –
MSA
536
McAlister Sweet & Associates
Texas
$43.1M +$926K +1,692 +2%
Allianz Asset Management
537
Allianz Asset Management
Germany
$43M – – –
CIAS
538
CFS Investment Advisory Services
New Jersey
$43M +$43M +78,672 New
CFO
539
Custos Family Office
Texas
$43M +$463K +846 +1%
KTA
540
Keeley-Teton Advisors
Illinois
$42.8M -$388K -709 -0.9%
RJT
541
Raymond James Trust
Florida
$42.7M +$2.43M +4,448 +6%
FCI
542
Financial Counselors Inc
Kansas
$42.7M +$1.54M +2,816 +4%
KFA
543
Kelleher Financial Advisors
New York
$42.7M +$1.58M +2,896 +4%
GPA
544
Guidance Point Advisors
Massachusetts
$42.7M -$824K -1,506 -2%
LLWM
545
Life Line Wealth Management
California
$42.7M -$11.1M -20,221 -21%
WPW
546
Watershed Private Wealth
Illinois
$42.6M -$2.54M -4,647 -6%
SCM
547
Spreng Capital Management
Ohio
$42.6M +$1.26M +2,296 +3%
SAM
548
Securian Asset Management
Minnesota
$42.3M – – –
WAAG
549
Wealth Alliance Advisory Group
Kansas
$42.3M -$4.85M -8,866 -10%
BSSFA
550
Baron Silver Stevens Financial Advisors
Florida
$42.1M +$12K +22 +0%
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