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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 %
AG
1051
Ascent Group
Virginia
$12.7M -$318K -551 -2%
REMPR
1052
Roof Eidam Maycock Peralta (REMP)
California
$12.6M +$221K +383 +2%
CPA
1053
Capital Performance Advisors
California
$12.6M -$506K -877 -4%
BWCS
1054
Beirne Wealth Consulting Services
Connecticut
$12.6M -$1.21M -2,099 -9%
FFS
1055
Founders Financial Securities
Maryland
$12.6M -$2.34M -4,057 -16%
LT
1056
Legacy Trust
Michigan
$12.6M +$1.1M +1,909 +10%
CPC
1057
Congress Park Capital
New York
$12.6M +$4.07M +7,048 +48%
BONH
1058
Bank of New Hampshire
New Hampshire
$12.6M -$778K -1,349 -6%
FPFS
1059
First Personal Financial Services
North Carolina
$12.5M -$268K -465 -2%
CT
1060
Colonial Trust
South Carolina
$12.5M -$741K -1,285 -6%
BCG
1061
Breakwater Capital Group
New Jersey
$12.4M +$776K +1,346 +7%
CIAS
1062
Capital Investment Advisory Services
North Carolina
$12.4M +$81.9K +142 +0.7%
VVP
1063
Venture Visionary Partners
Ohio
$12.4M +$187K +324 +2%
AWM
1064
Ameliora Wealth Management
Switzerland
$12.3M +$1.9M +3,301 +18%
KA
1065
Kooman & Associates
Pennsylvania
$12.3M -$9.23K -16 -0.1%
G
1066
GenTrust
Florida
$12.3M +$8.48M +14,702 +223%
OFG
1067
Omega Financial Group
California
$12.3M +$659K +1,142 +6%
WHG
1068
Westwood Holdings Group
Texas
$12.3M -$558K -968 -4%
MIA
1069
MainStreet Investment Advisors
Illinois
$12.3M -$471K -817 -4%
PWP
1070
Precedent Wealth Partners
Texas
$12.2M +$135K +234 +1%
VAM
1071
Verity Asset Management
North Carolina
$12.2M +$875K +1,518 +8%
ZF
1072
Zhang Financial
Michigan
$12.2M -$741K -1,285 -6%
ACM
1073
Armbruster Capital Management
New York
$12.2M +$77.3K +134 +0.6%
PIMG
1074
Patriot Investment Management Group
Tennessee
$12.1M -$21.3K -37 -0.2%
GHA
1075
Granite Harbor Advisors
Texas
$12.1M -$899K -1,559 -7%
41 42
43
44 45