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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 %
SIM
876
Stratos Investment Management
Ohio
$19.7M +$723K +1,253 +4%
VAS
877
Vestmark Advisory Solutions
Massachusetts
$19.7M +$2.31M +4,003 +13%
SCA
878
Southern Capital Advisors
Tennessee
$19.7M +$223K +387 +1%
CFO
879
CVA Family Office
Colorado
$19.6M +$857K +1,485 +5%
4WM
880
4J Wealth Management
Virginia
$19.6M +$342K +593 +2%
CFC
881
Client First Capital
California
$19.5M -$779K -1,350 -4%
TSWM
882
Tyler-Stone Wealth Management
Ohio
$19.5M +$10.3M +17,901 +112%
AWM
883
Axxcess Wealth Management
California
$19.4M +$1.19M +2,057 +7%
CAG
884
Csenge Advisory Group
Florida
$19.3M +$664K +1,141 +4%
MWP
885
MYCIO Wealth Partners
Pennsylvania
$19.3M +$423K +734 +2%
BFS
886
Bradley Foster & Sargent
Connecticut
$19.2M -$561K -972 -3%
WIA
887
World Investment Advisors
California
$19.2M +$596K +1,034 +3%
RIA
888
Richwood Investment Advisors
Ohio
$19.2M -$288K -500 -1%
AM
889
Atwater Malick
Pennsylvania
$19.1M +$1.21M +2,100 +7%
OC
890
Oarsman Capital
Wisconsin
$19.1M +$1.31M +2,274 +7%
NEAM
891
New England Asset Management
Connecticut
$19.1M -$3.35M -5,800 -15%
SC
892
Stephenson & Company
California
$19.1M +$314K +544 +2%
MAM
893
MMA Asset Management
Pennsylvania
$19M +$11.8M +21,975 +163%
MSWMA
894
Market Street Wealth Management Advisors
Indiana
$18.8M -$228K -395 -1%
AWG
895
Altus Wealth Group
Colorado
$18.8M +$2.94M +5,095 +19%
BRM
896
Boston Research & Management
Massachusetts
$18.7M -$5.77K -10 -0%
MWM
897
Modern Wealth Management
Kansas
$18.7M -$9.23K -16 -0%
ES
898
ETF Store
Kansas
$18.6M -$1.85M -3,209 -9%
CIAS
899
CBIZ Investment Advisory Services
Ohio
$18.5M +$411K +713 +2%
WCP
900
Wick Capital Partners
Pennsylvania
$18.5M -$700K -1,214 -4%
34 35
36
37 38