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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 %
MFG
676
Monumental Financial Group
Maryland
$32.1M +$2.87M +4,970 +10%
HNW
677
High Note Wealth
Minnesota
$32.1M +$5.14M +8,918 +19%
SAM
678
Securian Asset Management
Minnesota
$32M -$12.5M -21,740 -28%
GSWM
679
Greenup Street Wealth Management
Michigan
$32M -$1.83M -3,180 -5%
CW
680
CreativeOne Wealth
Kansas
$32M +$6.53M +11,320 +26%
KCM
681
Kanawha Capital Management
Virginia
$32M -$577K -1,001 -2%
BFG
682
Beacon Financial Group
Texas
$32M +$1.65M +2,864 +5%
SFG
683
Somnio Financial Group
Connecticut
$32M -$163K -282 -0.5%
SFMG
684
Sage Financial Management Group
Virginia
$31.8M +$31.8M +55,100 New
RA
685
RFG Advisory
Alabama
$31.8M -$6.79M -11,776 -18%
PPW
686
PACK Private Wealth
Minnesota
$31.8M +$611K +1,059 +2%
Treasurer of the State of North Carolina
687
Treasurer of the State of North Carolina
North Carolina
$31.5M +$25.8M +44,799 +459%
OGF
688
Orin Green Financial
California
$31.4M +$519K +899 +2%
UFA
689
US Financial Advisors
Massachusetts
$31.3M +$639K +1,108 +2%
DCM
690
Disciplina Capital Management
Tennessee
$31.3M -$152M -263,120 -83%
CA
691
CoreCap Advisors
Michigan
$31.3M +$31.3M +54,181 New
SSWM
692
Sheets Smith Wealth Management
North Carolina
$31.1M -$129K -223 -0.4%
BFP
693
Beacon Financial Planning
Massachusetts
$31M -$1.16M -2,014 -4%
VFPW
694
Vantage Financial Partners (Wisconsin)
Wisconsin
$31M +$8.45M +14,651 +38%
DJYG
695
David J. Yvars Group
Florida
$30.9M -$189K -328 -0.6%
GAB
696
German American Bancorp
Indiana
$30.8M +$5.24M +9,085 +21%
WFPG
697
Waller Financial Planning Group
Ohio
$30.8M +$470K +815 +2%
VPP
698
Vertex Planning Partners
Illinois
$30.6M -$175K -303 -0.6%
ZRP
699
Zynergy Retirement Planning
New Jersey
$30.4M +$880K +1,526 +3%
MC
700
Middleton & Co
Massachusetts
$30.3M +$442K +767 +1%
26 27
28
29 30