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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 %
MWM
1201
Maripau Wealth Management
Indiana
$8.13M -$1.18M -2,152 -13%
SGK
1202
Steigerwald Gordon & Koch
Virginia
$8.12M +$377K +689 +5%
LCWP
1203
Legacy Capital Wealth Partners
Arkansas
$8.09M +$8.09M +14,787 New
CPC
1204
Congress Park Capital
New York
$8.09M +$466K +851 +6%
MCM
1205
MidAtlantic Capital Management
Virginia
$8.06M +$145K +265 +2%
AEPWM
1206
Atlantic Edge Private Wealth Management
Florida
$8.03M -$93K -170 -1%
PWM
1207
Power Wealth Management
Georgia
$7.95M -$3.23M -5,900 -29%
EFN
1208
Equita Financial Network
Pennsylvania
$7.95M +$742K +1,356 +10%
KW
1209
KWB Wealth
California
$7.92M -$230K -438 -3%
JIP
1210
Jaffetilchin Investment Partners
Florida
$7.91M +$2.74K +5 +0%
FAIM
1211
Financial Advocates Investment Management
Washington
$7.87M +$1.8M +4,748 +30%
9WM
1212
9258 Wealth Management
Ohio
$7.86M -$74.4K -136 -0.9%
QC
1213
Quent Capital
New York
$7.78M +$76.6K +140 +1%
SAI
1214
Savvy Advisors Inc
New York
$7.77M +$6.18M +11,286 +388%
CWS
1215
Confluence Wealth Services
Pennsylvania
$7.77M +$279K +510 +4%
TFS
1216
Thoroughbred Financial Services
Tennessee
$7.75M +$835K +1,525 +12%
MC
1217
Moors & Cabot
Massachusetts
$7.71M +$898K +1,641 +13%
HWMA
1218
Heritage Wealth Management (Arizona)
Arizona
$7.7M -$1.03M -1,876 -12%
HFO
1219
Heritage Family Offices
Arizona
$7.7M +$7.7M +14,075 New
MCA
1220
MSH Capital Advisors
Arizona
$7.67M -$685K -1,252 -8%
EWM
1221
Empirical Wealth Management
Washington
$7.66M -$366K -668 -5%
NG
1222
NatWest Group
United Kingdom
$7.66M – – –
OPA
1223
Old Port Advisors
Maine
$7.65M +$555K +1,014 +8%
ES
1224
Eagle Strategies
New York
$7.65M -$8.27M -15,115 -52%
SFG
1225
Sunburst Financial Group
Alabama
$7.64M -$818K -1,494 -10%
47 48
49
50 51