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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 %
SFG
876
Sovereign Financial Group
Connecticut
$17.5M +$323K +591 +2%
Bank Julius Baer & Co
877
Bank Julius Baer & Co
Switzerland
$17.5M -$1.92M -3,136 -10%
CWA
878
Centennial Wealth Advisory
Michigan
$17.4M +$347K +634 +2%
Natixis Advisors
879
Natixis Advisors
Massachusetts
$17.3M -$27M -49,359 -61%
WCFA
880
Walkner Condon Financial Advisors
Wisconsin
$17.3M +$120K +219 +0.7%
AWM
881
Axxcess Wealth Management
California
$17.3M +$2.19M +3,997 +14%
AWS
882
Aspen Wealth Strategies
Colorado
$17.3M +$85.7K +153 +0.5%
GWM
883
Gray Wealth Management
Maine
$17.2M +$182K +332 +1%
CIAS
884
CBIZ Investment Advisory Services
Ohio
$17.2M +$1.27M +2,322 +8%
PP
885
Passaic Partners
New Jersey
$17.2M -$2.53M -4,629 -13%
TCA
886
Transcend Capital Advisors
New Jersey
$17.1M +$321K +586 +2%
CFS
887
Coordinated Financial Services
Colorado
$17.1M +$19.7K +36 +0.1%
DCM
888
Disciplina Capital Management
Tennessee
$17M +$14.8M +277,385 +694%
AM
889
Atwater Malick
Pennsylvania
$17M +$14.8M +27,069 +683%
EW
890
Element Wealth
Mississippi
$17M -$3.56M -6,503 -17%
SIM
891
Strategic Investment Management
Virginia
$17M – – –
SWM
892
Scissortail Wealth Management
Oklahoma
$16.9M +$101K +184 +0.6%
T. Rowe Price Associates
893
T. Rowe Price Associates
Maryland
$16.9M -$12M -22,019 -42%
OC
894
Oarsman Capital
Wisconsin
$16.9M +$536K +979 +3%
AMG
895
Asset Management Group
Connecticut
$16.8M +$253K +463 +2%
CIP
896
Capital Insight Partners
Arizona
$16.8M +$3.28K +6 +0%
OCBCO
897
Oversea-Chinese Banking Corp (OCBC)
Singapore
$16.7M +$6.83M +12,482 +69%
AIA
898
Armor Investment Advisors
North Carolina
$16.6M +$7.12M +13,003 +75%
CTA
899
Chesley Taft & Associates
Illinois
$16.6M +$1.96M +3,580 +13%
VAS
900
Vestmark Advisory Solutions
Massachusetts
$16.5M +$4.58M +8,369 +38%
34 35
36
37 38