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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 %
RDWM
1151
Red Door Wealth Management
Tennessee
$10.1M -$85.4K -148 -0.8%
SWP
1152
Summit Wealth Partners
Florida
$10.1M +$728K +1,262 +8%
HI
1153
Horizon Investments
North Carolina
$10.1M -$1.16M -2,005 -10%
MD
1154
Money Design
Japan
$10.1M -$17.9K -31 -0.2%
HAC
1155
Harbor Advisory Corp
New Hampshire
$10.1M +$219K +379 +2%
SOS
1156
Silver Oak Securities
Tennessee
$10.1M +$539K +939 +6%
SWA
1157
Sax Wealth Advisors
New Jersey
$10M +$1.13M +1,951 +13%
WJWM
1158
Williams Jones Wealth Management
New York
$10M -$476K -826 -5%
AIA
1159
Alera Investment Advisors
Illinois
$9.94M +$140K +242 +1%
EK
1160
Evensky & Katz
Florida
$9.93M -$269K -467 -3%
WP
1161
WMS Partners
Maryland
$9.91M +$204K +354 +2%
AA
1162
Argent Advisors
Louisiana
$9.91M -$564K -977 -5%
LIM
1163
Leavell Investment Management
Alabama
$9.88M +$66.9K +116 +0.7%
ARG
1164
Advisory Resource Group
Oklahoma
$9.88M -$449K -778 -4%
MWM
1165
Mission Wealth Management
California
$9.87M +$2.42M +4,190 +32%
MSA
1166
Marathon Strategic Advisors
Pennsylvania
$9.83M -$449K -778 -4%
EFH
1167
Eaton Financial Holdings
Florida
$9.82M +$9.82M +17,021 New
PI
1168
Pachira Investments
California
$9.8M -$224K -389 -2%
RFP
1169
RCS Financial Planning
Maryland
$9.74M -$753K -1,305 -7%
LCOV
1170
London Company of Virginia
Virginia
$9.73M -$12.4M -21,411 -56%
AI
1171
Arrien Investments
Idaho
$9.71M -$308K -534 -3%
SAG
1172
SageView Advisory Group
California
$9.7M -$2.98M -5,173 -24%
DA
1173
Doliver Advisors
Texas
$9.66M -$47.9K -83 -0.5%
FSA
1174
Financial Services Advisory
Maryland
$9.65M +$3.33M +5,780 +53%
TFS
1175
Thoroughbred Financial Services
Tennessee
$9.6M +$1.43M +2,480 +18%
45 46
47
48 49