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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 %
EL
751
EQ LLC
Washington
$24.1M -$2.52M -4,614 -9%
NIWA
752
New Insight Wealth Advisors
California
$23.9M +$3.45M +6,304 +17%
IWP
753
IAG Wealth Partners
Wisconsin
$23.8M -$133K -243 -0.6%
PWMAG
754
Pinnacle Wealth Management Advisory Group
New Jersey
$23.7M +$1.38M +2,528 +6%
GF
755
Gimbal Financial
Indiana
$23.5M +$223K +398 +1%
VFG
756
Valley Financial Group
Pennsylvania
$23.4M +$1.09M +1,996 +5%
MW
757
Members Wealth
Pennsylvania
$23.4M +$23.4M +37,529 New
DAS
758
Diversify Advisory Services
Utah
$23.4M -$7.48M -13,375 -24%
AG
759
AlTi Global
New York
$23.3M +$47.6K +87 +0.2%
SF
760
Summit Financial
New Jersey
$23.3M +$553K +1,011 +2%
LA
761
Legacy Advisors
Pennsylvania
$23.2M +$274K +500 +1%
BMM
762
Buffington Mohr McNeal
Idaho
$23.2M +$1.96M +3,583 +9%
SIA
763
Soltis Investment Advisors
Utah
$23.1M +$1.24M +2,270 +6%
S2L
764
Sparta 24 Ltd
Israel
$23M -$6.81M -12,450 -23%
CIBC Asset Management
765
CIBC Asset Management
Ontario, Canada
$22.8M – – –
PIAS
766
PCA Investment Advisory Services
Ohio
$22.7M -$729K -1,333 -3%
JFG
767
JMG Financial Group
Illinois
$22.6M -$347K -635 -2%
FFO
768
Fortitude Family Office
Arizona
$22.6M +$3.47M +6,347 +18%
KFA
769
Kapstone Financial Advisors
Ohio
$22.5M +$1.47M +2,681 +7%
GLA
770
Good Life Advisors
Pennsylvania
$22.5M +$4.4M +8,032 +24%
AA
771
ACT Advisors
North Carolina
$22.4M -$131K -240 -0.6%
DT
772
Diversified Trust
Tennessee
$22.4M -$6.61M -12,075 -23%
NRW
773
Nova R Wealth
Kansas
$22.3M +$632K +1,155 +3%
MWP
774
Moller Wealth Partners
$22.3M +$1.39M +2,549 +7%
SWMG
775
Sanchez Wealth Management Group
Florida
$22.3M -$18.1K -33 -0.1%
29 30
31
32 33