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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 %
HGWM
1076
Horst & Graben Wealth Management
Oregon
$11M +$3.62M +6,610 +49%
WF
1077
Wayfinding Financial
Washington
$11M -$116K -212 -1%
BFA
1078
Bright Financial Advisors
Michigan
$11M -$1.75M -3,193 -14%
GCM
1079
Granby Capital Management
Florida
$10.9M – – –
LT
1080
Legacy Trust
Michigan
$10.9M +$57.5K +105 +0.5%
TRIA
1081
Trail Ridge Investment Advisors
Colorado
$10.8M -$520K -951 -5%
HIA
1082
Harbor Investment Advisory
Maryland
$10.8M -$199K -364 -2%
VAM
1083
Verity Asset Management
North Carolina
$10.8M +$5.69M +10,394 +112%
SDAM
1084
Shulman DeMeo Asset Management
New York
$10.7M +$131K +240 +1%
EWA
1085
EverSource Wealth Advisors
Alabama
$10.7M +$263K +476 +3%
HI
1086
Horizon Investments
North Carolina
$10.7M -$213K -389 -2%
MCM
1087
Manchester Capital Management
Vermont
$10.6M +$1.74M +3,180 +20%
MOS
1088
MGO One Seven
Ohio
$10.5M +$550K +1,005 +6%
TPWA
1089
Twin Peaks Wealth Advisors
California
$10.5M +$486K +889 +5%
RDIA
1090
RE Dickinson Investment Advisors
Iowa
$10.5M +$73.3K +134 +0.7%
SB
1091
Strategic Blueprint
Georgia
$10.5M -$1.74M -3,180 -14%
VWM
1092
Venturi Wealth Management
Texas
$10.5M -$1.79M -3,268 -15%
NS
1093
NBC Securities
Alabama
$10.5M -$195K -357 -2%
FFM
1094
Fullerton Fund Management
Singapore
$10.4M -$376K -687 -3%
GWM
1095
Greenhouse Wealth Management
Connecticut
$10.4M +$27.9K +51 +0.3%
SHFA
1096
SC&H Financial Advisors
Maryland
$10.4M +$58.6K +107 +0.6%
OSAM
1097
O'Shaughnessy Asset Management
Connecticut
$10.4M +$1.99M +3,632 +24%
SS
1098
Sound Stewardship
Kansas
$10.4M +$7.66K +14 +0.1%
CWM
1099
Connecticut Wealth Management
Connecticut
$10.3M -$261K -477 -2%
MPM
1100
Meritage Portfolio Management
Kansas
$10.3M +$205K +374 +2%
42 43
44
45 46