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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 %
AWS
901
Aspen Wealth Strategies
Colorado
$18.5M +$713K +1,236 +4%
SRC
902
Shufro Rose & Co
New York
$18.5M – – –
WCFA
903
Walkner Condon Financial Advisors
Wisconsin
$18.4M +$128K +222 +0.7%
WJA
904
Willis Johnson & Associates
Texas
$18.1M -$650K -1,127 -3%
GVAG
905
Great Valley Advisor Group
Delaware
$18.1M -$1.85M -3,202 -9%
GWM
906
Gray Wealth Management
Maine
$18.1M -$114K -198 -0.6%
TFM
907
Trademark Financial Management
Minnesota
$18.1M +$901K +1,562 +5%
SFG
908
Sovereign Financial Group
Connecticut
$18M -$514K -891 -3%
AMG
909
Asset Management Group
Connecticut
$17.9M +$156K +270 +0.9%
FDP
910
Financiere des Professionnels
Quebec, Canada
$17.8M +$4.3M +7,450 +32%
PWM
911
Praetorian Wealth Management
California
$17.8M +$501K +868 +3%
Bank Julius Baer & Co
912
Bank Julius Baer & Co
Switzerland
$17.8M -$1.6M -2,349 -8%
VHAM
913
Van Hulzen Asset Management
California
$17.8M -$1.21M -2,104 -6%
Victory Capital Management
914
Victory Capital Management
Texas
$17.7M -$38.1M -65,997 -68%
FW
915
Fairway Wealth
Ohio
$17.6M +$1.32M +2,288 +8%
GWM
916
Global Wealth Management
New Jersey
$17.6M +$17.6M +30,450 New
EW
917
Element Wealth
Mississippi
$17.5M -$370K -642 -2%
CIP
918
Capital Insight Partners
Arizona
$17.5M -$223K -387 -1%
SF
919
SWP Financial
California
$17.4M -$3.58M -6,207 -17%
OWA
920
Outlook Wealth Advisors
Texas
$17.4M +$560K +971 +3%
TCA
921
Transcend Capital Advisors
New Jersey
$17.3M -$678K -1,175 -4%
DC
922
Destiny Capital
Colorado
$17.3M +$1.85M +3,233 +12%
Legal & General Group
923
Legal & General Group
United Kingdom
$17.3M – – –
GWP
924
Gateway Wealth Partners
Wisconsin
$17.3M +$895K +1,551 +5%
MWP
925
Madison Wealth Partners
Wisconsin
$17.1M +$448K +777 +3%
35 36
37
38 39