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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 %
SRC
851
Shufro Rose & Co
New York
$18.5M +$6.06M +11,067 +49%
RIA
852
Richwood Investment Advisors
Ohio
$18.5M +$183K +334 +1%
FNT
853
First National Trust
Pennsylvania
$18.5M -$98.5K -180 -0.5%
GWM
854
GDS Wealth Management
Texas
$18.5M -$13.4M -24,482 -42%
AWMG
855
Alliance Wealth Management Group
New Jersey
$18.5M +$1.36M +2,480 +8%
SCA
856
Southern Capital Advisors
Tennessee
$18.4M +$125K +228 +0.7%
CA
857
Cambridge Associates
Massachusetts
$18.4M -$82.2M -150,183 -82%
FB
858
Fulton Bank
Pennsylvania
$18.3M -$1.27M -2,319 -6%
4WM
859
4J Wealth Management
Virginia
$18.3M +$4.63M +8,454 +34%
WCP
860
Wick Capital Partners
Pennsylvania
$18.3M +$18.3M +33,358 New
MSWMA
861
Market Street Wealth Management Advisors
Indiana
$18.1M -$385K -704 -2%
SIM
862
Stratos Investment Management
Ohio
$18M +$93.6K +171 +0.5%
PFA
863
Pinnacle Family Advisors
Missouri
$18M -$3.08M -5,631 -15%
VHAM
864
Van Hulzen Asset Management
California
$18M +$227K +414 +1%
NAG
865
Northstar Advisory Group
New Jersey
$17.9M -$360K -657 -2%
MWP
866
MYCIO Wealth Partners
Pennsylvania
$17.9M +$27.4K +50 +0.2%
WJA
867
Willis Johnson & Associates
Texas
$17.8M +$1.3M +2,375 +8%
CFO
868
CVA Family Office
Colorado
$17.8M +$316K +578 +2%
SC
869
Stephenson & Company
California
$17.8M -$88.1K -161 -0.5%
BRM
870
Boston Research & Management
Massachusetts
$17.8M -$147K -269 -0.8%
WWM
871
Western Wealth Management
Colorado
$17.7M +$189K +345 +1%
MWM
872
Modern Wealth Management
Kansas
$17.7M +$2.06M +3,762 +13%
JFG
873
JDM Financial Group
Texas
$17.7M +$39.4K +72 +0.2%
WIA
874
World Investment Advisors
California
$17.7M +$16.2M +29,600 +1,112%
CAG
875
Csenge Advisory Group
Florida
$17.5M -$6.47M -11,821 -27%
33 34
35
36 37