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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 %
BWA
751
Boulder Wealth Advisors
Colorado
$26.8M -$4.65M -8,065 -15%
AA
752
ACT Advisors
North Carolina
$26.7M +$3.06M +5,302 +13%
MAG
753
MRA Advisory Group
New Jersey
$26.6M +$438K +759 +2%
MFS
754
Madrona Financial Services
Washington
$26.5M +$4.31M +7,474 +19%
SC
755
Saiph Capital
New Jersey
$26.5M -$3.81M -6,611 -13%
BHIA
756
Birch Hill Investment Advisors
Massachusetts
$26.4M +$147K +255 +0.6%
VCM
757
Verger Capital Management
North Carolina
$26.4M -$4.7M -8,145 -15%
PWMAG
758
Pinnacle Wealth Management Advisory Group
New Jersey
$26.3M +$1.33M +2,312 +5%
OCBCO
759
Oversea-Chinese Banking Corp (OCBC)
Singapore
$26M +$8.32M +14,430 +47%
AFC
760
Adaptive Financial Consulting
Ohio
$25.8M +$28.8K +50 +0.1%
CA
761
CSM Advisors
Pennsylvania
$25.8M +$23.3M +40,472 +935%
BFM
762
Boston Financial Management
Massachusetts
$25.8M -$72.7K -126 -0.3%
DT
763
Diversified Trust
Tennessee
$25.8M +$2.19M +3,794 +9%
AGC
764
Aspen Grove Capital
Colorado
$25.7M -$159K -276 -0.6%
SVWG
765
Shared Vision Wealth Group
United States
$25.7M -$1.13M -1,951 -4%
AWA
766
Arkadios Wealth Advisors
Georgia
$25.6M +$8.91M +15,446 +53%
MNBTD
767
Moody National Bank Trust Division
Texas
$25.6M -$534K -925 -2%
IFA
768
Interactive Financial Advisors
Illinois
$25.6M +$88.8K +154 +0.3%
CI
769
CacheTech Inc
Utah
$25.5M -$165K -286 -0.6%
AWM
770
Adams Wealth Management
Utah
$25.5M -$165K -286 -0.6%
SIA
771
Soltis Investment Advisors
Utah
$25.5M +$1.12M +1,949 +5%
MTC
772
Matrix Trust Company
Colorado
$25.4M +$24.9M +43,233 +5,858%
FA
773
Fountainhead AM
New Jersey
$25.2M -$190K -329 -0.7%
AWM
774
Avaii Wealth Management
Wisconsin
$25.2M +$2.06M +3,571 +9%
SC
775
Syon Capital
California
$25.1M -$1.4M -2,427 -5%
29 30
31
32 33