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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 %
FG
1001
Fairman Group
Pennsylvania
$13M +$590K +1,078 +5%
MWA
1002
Motive Wealth Advisors
Michigan
$13M -$7.66K -14 -0.1%
CC
1003
Copperleaf Capital
North Carolina
$12.9M -$3.6M -6,583 -22%
FDP
1004
Financiere des Professionnels
Quebec, Canada
$12.9M +$12.9M +23,400 New
TW
1005
TritonPoint Wealth
Maryland
$12.9M +$164K +299 +1%
Koshinski Asset Management
1006
Koshinski Asset Management
Illinois
$12.9M +$6.48M +11,591 +101%
ABC
1007
Associated Banc-Corp
Wisconsin
$12.9M -$366K -669 -3%
PHAM
1008
Palisades Hudson Asset Management
Florida
$12.9M -$900K -1,645 -7%
MWM
1009
Mosley Wealth Management
California
$12.8M +$483K +883 +4%
WP
1010
WealthPLAN Partners
Nebraska
$12.8M +$530K +968 +4%
CM
1011
Columbus Macro
Pennsylvania
$12.7M -$365K -660 -3%
BONH
1012
Bank of New Hampshire
New Hampshire
$12.7M +$153K +279 +1%
FWP
1013
Firethorn Wealth Partners
Georgia
$12.7M -$1.95M -3,555 -13%
CTWM
1014
Cherry Tree Wealth Management
Minnesota
$12.7M +$118K +215 +0.9%
AF
1015
Apollon Financial
South Carolina
$12.6M +$71.1K +130 +0.6%
BBNA
1016
Bremer Bank National Association
Minnesota
$12.6M +$2.47M +4,519 +24%
FFG
1017
Foundry Financial Group
New Hampshire
$12.6M +$4.23M +7,729 +51%
CT
1018
Colonial Trust
South Carolina
$12.6M +$172K +314 +1%
FC
1019
Fusion Capital
South Carolina
$12.5M -$221K -403 -2%
BCM
1020
Becker Capital Management
Oregon
$12.5M +$725K +1,324 +6%
PIA
1021
Perennial Investment Advisors
California
$12.5M +$610K +1,114 +5%
CPA
1022
Capital Performance Advisors
California
$12.5M -$247K -452 -2%
EFMH
1023
E Fund Management (HK)
Hong Kong
$12.5M +$2.28M +4,169 +22%
EFM
1024
E Fund Management
China
$12.5M +$2.28M +4,169 +22%
PNC
1025
Park National Corp
Ohio
$12.4M +$239K +436 +2%
39 40
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