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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 %
AWP
1251
Avid Wealth Partners
Texas
$8.02M +$903K +1,566 +13%
WPC
1252
White Pine Capital
Minnesota
$8.01M +$293K +508 +4%
TW
1253
Transform Wealth
Colorado
$8M +$91.7K +159 +1%
OIS
1254
Okabena Investment Services
Minnesota
$8M +$1.15M +2,000 +17%
WWC
1255
Waypoint Wealth Counsel
Georgia
$7.98M +$235K +408 +3%
AC
1256
AWM Capital
Arizona
$7.91M +$1.5M +2,600 +23%
GM
1257
GeoWealth Management
Illinois
$7.89M +$93.4K +162 +1%
AFP
1258
Ausdal Financial Partners
Iowa
$7.87M +$730K +1,266 +10%
APG
1259
Abacus Planning Group
South Carolina
$7.86M +$15.6K +27 +0.2%
CIC
1260
Carnegie Investment Counsel
Ohio
$7.78M -$142K -247 -2%
MCA
1261
MSH Capital Advisors
Arizona
$7.77M -$317K -549 -4%
IW
1262
Instrumental Wealth
Florida
$7.76M +$95.7K +163 +1%
SFG
1263
Sunburst Financial Group
Alabama
$7.75M -$308K -534 -4%
TPWA
1264
TRUE Private Wealth Advisors
Oregon
$7.74M -$2.26M -3,912 -23%
GAG
1265
GM Advisory Group
New York
$7.71M +$341K +591 +5%
PG
1266
Patten Group
Tennessee
$7.71M +$11K +19 +0.1%
CWS
1267
Confluence Wealth Services
Pennsylvania
$7.69M -$500K -866 -6%
GPA
1268
Garrison Point Advisors
California
$7.68M +$996K +1,727 +15%
WPC
1269
Wedmont Private Capital
Pennsylvania
$7.65M +$177K +311 +2%
JCM
1270
Jacobi Capital Management
Pennsylvania
$7.63M +$2.54M +4,410 +50%
ES
1271
Eagle Strategies
New York
$7.61M -$451K -782 -6%
PWM
1272
Power Wealth Management
Georgia
$7.61M -$768K -1,331 -9%
NPP
1273
New Potomac Partners
Maryland
$7.61M -$392K -680 -5%
TCOV
1274
Trust Company of Vermont
Vermont
$7.61M +$764K +1,324 +11%
MWM
1275
MY Wealth Management
Maryland
$7.6M +$25.4K +44 +0.3%
49 50
51
52 53