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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 %
NGA
851
Naples Global Advisors
Florida
$20.6M +$391K +677 +2%
WWM
852
Western Wealth Management
Colorado
$20.6M +$1.88M +3,266 +10%
VWWMG
853
Vermillion & White Wealth Management Group
Pennsylvania
$20.6M -$427K -741 -2%
WPW
854
Waldron Private Wealth
Pennsylvania
$20.5M +$3.85M +6,670 +23%
GWM
855
GDS Wealth Management
Texas
$20.4M +$941K +1,631 +5%
AR
856
Apeiron RIA
Texas
$20.4M +$689K +1,195 +3%
TVM
857
True Vision MN
Minnesota
$20.4M -$1.29M -2,239 -6%
OWA
858
One Wealth Advisors
California
$20.3M -$87.7K -152 -0.4%
GBT
859
Grove Bank & Trust
Florida
$20.3M +$313K +543 +2%
HAS
860
Holland Advisory Services
Florida
$20.2M -$332K -575 -2%
PWP
861
PrairieView Wealth Partners
Illinois
$20.2M -$2.93M -5,084 -13%
LA
862
Lynch & Associates
Indiana
$20.2M -$166K -287 -0.8%
GWM
863
GSB Wealth Management
Connecticut
$20.2M +$246K +426 +1%
HC
864
Hoese & Co
Minnesota
$20.2M -$743K -1,288 -4%
HWA
865
HCR Wealth Advisors
California
$20.2M +$249K +432 +1%
DC
866
DeDora Capital
California
$20.1M +$146K +253 +0.7%
Natixis Advisors
867
Natixis Advisors
Massachusetts
$20.1M +$1.78M +3,089 +10%
EFM
868
Eley Financial Management
Vermont
$20M -$177K -307 -0.9%
ST
869
Sageworth Trust
Pennsylvania
$20M -$11.5K -20 -0.1%
TC
870
TAGStone Capital
North Carolina
$20M +$100K +174 +0.5%
EWM
871
EPG Wealth Management
Georgia
$20M +$20M +34,618 New
HWA
872
Hilltop Wealth Advisors
North Carolina
$19.9M -$320K -554 -2%
FNT
873
First National Trust
Pennsylvania
$19.9M +$433K +751 +2%
KDA
874
Kraft Davis & Associates
Missouri
$19.8M +$408K +712 +2%
AWM
875
Abound Wealth Management
Tennessee
$19.8M +$232K +403 +1%
33 34
35
36 37