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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 %
BAM
551
Beaumont Asset Management
Texas
$44.9M +$1.98M +3,438 +5%
BA
552
Bluesphere Advisors
Pennsylvania
$44.9M +$810K +1,405 +2%
WAAG
553
Wealth Alliance Advisory Group
Kansas
$44.7M +$177K +306 +0.4%
PFG
554
PAX Financial Group
Texas
$44.5M -$3.45M -5,987 -7%
VFA
555
Voya Financial Advisors
Connecticut
$44.5M -$3.48M -6,055 -7%
GIA
556
Gladstone Institutional Advisory
Florida
$44M -$2.08M -3,612 -5%
FMN
557
Financial Management Network
California
$43.9M +$2.37M +4,123 +6%
PFGIA
558
Patriot Financial Group Insurance Agency
Massachusetts
$43.8M +$287K +498 +0.7%
RA
559
Riverstone Advisors
Texas
$43.4M +$1.95M +3,384 +5%
CWG
560
Cornerstone Wealth Group
North Carolina
$43.3M -$967K -1,676 -2%
APTFM
561
AGUR Provident & Training Funds Management
Israel
$43.1M – – –
WPW
562
Watershed Private Wealth
Illinois
$43M -$1.91M -3,312 -4%
MA
563
MCF Advisors
Kentucky
$42.9M +$145K +251 +0.3%
LWM
564
Latko Wealth Management
Illinois
$42.9M +$42.9M +74,369 New
AWM
565
AAF Wealth Management
Massachusetts
$42.9M -$256K -443 -0.6%
1WM
566
1900 Wealth Management
Texas
$42.7M -$1.21M -2,101 -3%
OAP
567
One Advisory Partners
Kansas
$42.6M -$6.49M -11,254 -13%
BWP
568
Bernardo Wealth Planning
Pennsylvania
$42.6M +$1.65M +2,813 +4%
FTUS
569
Flow Traders U.S.
New York
$42.5M +$32.2M +55,763 +313%
BWFA
570
Baltimore-Washington Financial Advisors
Maryland
$42.4M +$1.25M +2,165 +3%
LFP
571
Lakeshore Financial Planning
Michigan
$42.4M +$2.98M +5,163 +8%
SWM
572
SigFig Wealth Management
California
$41.8M -$17.6M -30,594 -30%
CFC
573
Coyle Financial Counsel
Illinois
$41.5M +$398K +728 +1%
SIA
574
Sovereign Investment Advisors
Arizona
$41.5M +$414K +717 +1%
PFA
575
Pettinga Financial Advisors
Indiana
$41.5M -$6M -10,397 -13%
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