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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 %
MSA
526
Marino Stram & Associates
Massachusetts
$47.1M +$425K +736 +0.9%
CPSAC
527
Chas P. Smith & Associates (CPS)
Florida
$46.6M -$2.91M -5,043 -6%
KFA
528
Kelleher Financial Advisors
New York
$46.4M +$1.39M +2,412 +3%
HCM
529
Hollencrest Capital Management
California
$46.4M -$70.9K -123 -0.2%
HI
530
Harbour Investments
Wisconsin
$46.4M +$2.68M +4,653 +6%
CWM
531
Cornerstone Wealth Management
Missouri
$46.4M +$757K +1,313 +2%
CWM
532
Cranbrook Wealth Management
Michigan
$46.3M -$345K -598 -0.7%
BFA
533
Bluestem Financial Advisors
Illinois
$46.3M -$80.2K -139 -0.2%
IWM
534
IHT Wealth Management
Illinois
$46.1M +$12.7M +22,074 +38%
SIA
535
SkyView Investment Advisors
New Jersey
$46M +$485K +840 +1%
ICMARC
536
International City Management Association Retirement Corp
District of Columbia
$46M – – –
SW
537
Simplicity Wealth
New Jersey
$45.9M -$16.2M -28,131 -26%
MFA
538
Mayflower Financial Advisors
Massachusetts
$45.9M -$19.8M -34,261 -30%
CFO
539
Custos Family Office
Texas
$45.8M +$527K +914 +1%
CIAS
540
CFS Investment Advisory Services
New Jersey
$45.8M +$441K +764 +1%
BOC
541
Bull Oak Capital
California
$45.7M +$2.41M +4,174 +6%
RJT
542
Raymond James Trust
Florida
$45.6M +$568K +984 +1%
KTA
543
Keeley-Teton Advisors
Illinois
$45.5M +$384K +666 +0.9%
NL
544
NWAM LLC
Washington
$45.5M +$45.5M +78,836 New
GPA
545
Guidance Point Advisors
Massachusetts
$45.5M +$452K +783 +1%
CIA
546
Concurrent Investment Advisors
Florida
$45.5M -$2.82M -4,881 -6%
P3I
547
Progeny 3 Inc
Washington
$45.4M – – –
Allianz Asset Management
548
Allianz Asset Management
Germany
$45.3M – – –
BSSFA
549
Baron Silver Stevens Financial Advisors
Florida
$45.2M +$731K +1,268 +2%
GWM
550
GoalFusion Wealth Management
Texas
$45M +$2.43M +4,209 +6%
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