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iShares Core S&P 500 ETF
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Overview Fund Activity

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.18B
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$4.12B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4B
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.67B
5
Goldman Sachs
Goldman Sachs
New York
+$958M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.99B
2
Millennium Management
Millennium Management
New York
-$4.54B
3
BlackRock
BlackRock
New York
-$2.66B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.11B
5
Wolverine Trading
Wolverine Trading
Illinois
-$2.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
DCM
801
Dimension Capital Management
Florida
$20.7M -$47.3K -90 -0.2%
USCWA
802
U.S. Capital Wealth Advisors
Texas
$20.7M -$2.62M -4,983 -11%
HAS
803
Holland Advisory Services
Florida
$20.7M -$1.28M -2,444 -6%
BJL
804
Brighton Jones LLC
Washington
$20.6M +$118K +225 +0.6%
HNW
805
High Note Wealth
Minnesota
$20.5M +$6.82M +12,978 +50%
MA
806
Marquette Associates
Illinois
$20.5M +$3.54M +6,739 +21%
APW
807
Acima Private Wealth
Virginia
$20.4M -$479K -912 -2%
BMM
808
Buffington Mohr McNeal
Idaho
$20.4M +$1.58M +3,007 +8%
DPI
809
Diversified Portfolios Inc
Michigan
$20.3M +$832K +1,582 +4%
PFA
810
Pinnacle Family Advisors
Missouri
$20.3M -$1.78M -3,386 -8%
HI
811
Human Investing
Oregon
$20.3M +$57.8K +110 +0.3%
AWA
812
Adapt Wealth Advisors
Georgia
$20.2M +$20.2M +38,486 New
KFA
813
Kapstone Financial Advisors
Ohio
$20.2M +$934K +1,776 +5%
AWM
814
Avaii Wealth Management
Wisconsin
$20.2M +$1.08M +2,060 +6%
MWP
815
Moller Wealth Partners
$20.1M -$956K -1,819 -5%
ML
816
McAdam LLC
Pennsylvania
$20.1M -$188K -358 -0.9%
SS
817
Sunbelt Securities
Texas
$20M -$1.16M -2,208 -5%
Hudson Bay Capital Management
818
Hudson Bay Capital Management
Connecticut
$20M +$20M +38,100 New
VWA
819
VERITY Wealth Advisors
United States
$20M -$31K -59 -0.2%
MAG
820
MRA Advisory Group
New Jersey
$20M +$1.43M +2,711 +8%
UCB
821
United Community Bank
South Carolina
$19.9M +$5.17M +10,082 +35%
VFPW
822
Vantage Financial Partners (Wisconsin)
Wisconsin
$19.8M +$41.5K +79 +0.2%
MCCA
823
Mill Creek Capital Advisors
Pennsylvania
$19.8M -$777K -1,478 -4%
EW
824
Element Wealth
Mississippi
$19.7M -$42.6K -81 -0.2%
NIWA
825
New Insight Wealth Advisors
California
$19.6M +$1.61M +3,055 +9%
31 32
33
34 35