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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 %
PM
1001
Pembroke Management
Quebec, Canada
$14.1M +$196K +339 +1%
Empower Advisory Group
1002
Empower Advisory Group
Colorado
$14.1M +$1.29M +2,237 +10%
GAM
1003
Gould Asset Management
California
$14.1M -$159K -275 -1%
CFS
1004
CRA Financial Services
New Jersey
$14M +$78.4K +136 +0.6%
CTC
1005
Central Trust Company
Missouri
$14M -$122K -212 -0.9%
P
1006
Pitcairn
Pennsylvania
$14M -$70.4K -122 -0.5%
ECM
1007
Evergreen Capital Management
Washington
$14M -$186K -323 -1%
ABC
1008
Associated Banc-Corp
Wisconsin
$13.9M +$358K +621 +3%
PVI
1009
Pine Valley Investments
New Jersey
$13.9M -$168K -292 -1%
EFM
1010
E Fund Management
China
$13.9M +$773K +1,340 +6%
EFMH
1011
E Fund Management (HK)
Hong Kong
$13.9M +$773K +1,340 +6%
SCP
1012
Silverleafe Capital Partners
Tennessee
$13.9M -$254K -441 -2%
DIM
1013
Delta Investment Management
California
$13.8M +$3.16M +5,478 +30%
CHA
1014
Cooper/Haims Advisors
New York
$13.8M -$69.8K -121 -0.5%
MWM
1015
McNaughton Wealth Management
California
$13.8M -$315K -546 -2%
FG
1016
Fairman Group
Pennsylvania
$13.8M +$62.9K +109 +0.5%
AAM
1017
Aureus Asset Management
Massachusetts
$13.8M -$400K -694 -3%
GFG
1018
Goldstone Financial Group
Illinois
$13.6M +$1.59M +2,757 +13%
GFS
1019
GYL Financial Synergies
Connecticut
$13.6M -$184K -319 -1%
BIP
1020
Blueprint Investment Partners
North Carolina
$13.6M -$2.62M -4,540 -16%
BIA
1021
Bigelow Investment Advisors
Maine
$13.5M -$598K -1,036 -4%
CM
1022
Columbus Macro
Pennsylvania
$13.5M +$148K +256 +1%
FFG
1023
Foundry Financial Group
New Hampshire
$13.4M +$185K +320 +1%
PPC
1024
Park Place Capital
Alabama
$13.4M -$639K -1,108 -5%
PIA
1025
Perennial Investment Advisors
California
$13.4M +$233K +404 +2%
39 40
41
42 43