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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 %
WP
1151
WMS Partners
Maryland
$9.21M +$219K +401 +2%
SFI
1152
SPC Financial Inc
Maryland
$9.11M +$816K +1,492 +10%
SOS
1153
Silver Oak Securities
Tennessee
$9.08M +$935K +1,708 +11%
RCIM
1154
Red Cedar Investment Management
Michigan
$9.08M – – –
BWM
1155
Boyd Wealth Management
California
$9.07M -$144K -263 -2%
HWP
1156
Heritage Wealth Partners
Ohio
$9.05M -$946K -1,728 -9%
CFSG
1157
Community Financial Services Group
Vermont
$8.98M +$89.2K +163 +1%
CIR
1158
Clear Investment Research
Georgia
$8.94M +$216K +394 +2%
SWP
1159
Strategic Wealth Partners
Ohio
$8.93M -$192K -350 -2%
RWI
1160
Red Wave Investments
Pennsylvania
$8.92M -$94.1K -172 -1%
SWP
1161
Summit Wealth Partners
Florida
$8.9M +$2.17M +3,973 +32%
MWM
1162
MinichMacGregor Wealth Management
New York
$8.89M -$269K -492 -3%
JWM
1163
Jackson Wealth Management
Florida
$8.87M -$7.38M -13,495 -45%
KCM
1164
Kennicott Capital Management
California
$8.83M +$1.09K +2 +0%
WF
1165
Welch & Forbes
Massachusetts
$8.81M +$1.86M +3,382 +27%
SL
1166
Salomon & Ludwin
Virginia
$8.76M -$1.6M -2,930 -15%
Jane Street
1167
Jane Street
New York
$8.74M -$16.2M -29,660 -65%
JA
1168
JVL Associates
Michigan
$8.73M +$16.4K +30 +0.2%
TSWM
1169
Tyler-Stone Wealth Management
Ohio
$8.71M +$815K +1,489 +10%
MF
1170
Meridian Financial
Massachusetts
$8.69M +$350K +639 +4%
CA
1171
Continuum Advisory
Idaho
$8.68M +$29.6K +54 +0.3%
EI
1172
Ellevest Inc
New York
$8.65M – – –
MWM
1173
MBE Wealth Management
Wisconsin
$8.65M -$516K -943 -6%
LG
1174
Leuthold Group
Minnesota
$8.63M – – –
GP
1175
Geneva Partners
Wisconsin
$8.62M +$386K +705 +5%
45 46
47
48 49