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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 %
SFP
1276
Sterling Financial Planning
New Jersey
$6.84M -$253K -462 -4%
RC
1277
Roundview Capital
New Jersey
$6.82M -$18.1K -33 -0.3%
DWM
1278
Dogwood Wealth Management
Kansas
$6.82M -$2.74K -5 -0%
AAS
1279
Annex Advisory Services
Wisconsin
$6.8M -$252K -460 -4%
AFP
1280
Ausdal Financial Partners
Iowa
$6.78M +$142K +260 +2%
NCM
1281
Nelson Capital Management
California
$6.77M +$694K +1,268 +11%
AWP
1282
Avid Wealth Partners
Texas
$6.75M -$5.26M -9,610 -44%
CWM
1283
C2C Wealth Management
Arizona
$6.73M +$95.8K +175 +1%
JIC
1284
Joel Isaacson & Co
New York
$6.69M +$64.6K +118 +1%
WB
1285
West Bancorporation
Iowa
$6.67M +$710K +1,297 +12%
TWA
1286
TCI Wealth Advisors
Arizona
$6.65M -$649K -1,186 -9%
Financial Engines Advisors
1287
Financial Engines Advisors
California
$6.64M +$1.62M +2,965 +32%
TC
1288
Trust Company
Kansas
$6.6M +$106K +193 +2%
CWC
1289
Carolinas Wealth Consulting
North Carolina
$6.59M +$752K +1,375 +13%
WAL
1290
W Advisors LLC
Tennessee
$6.58M -$76.6K -140 -1%
RWP
1291
Ridgecrest Wealth Partners
California
$6.56M -$41K -75 -0.6%
CCG
1292
Catalina Capital Group
California
$6.56M +$1.31M +2,394 +25%
RP
1293
Riverbridge Partners
Minnesota
$6.53M +$5.35M +9,774 +452%
EBA
1294
Eagle Bay Advisors
New York
$6.53M +$81K +148 +1%
HSA
1295
HBK Sorce Advisory
Pennsylvania
$6.53M -$3.88M -7,095 -37%
SIC
1296
Sterling Investment Counsel
New York
$6.5M -$394K -720 -6%
OIS
1297
Okabena Investment Services
Minnesota
$6.5M -$30.1K -55 -0.5%
MCCP
1298
Mission Creek Capital Partners
California
$6.49M +$1.35M +2,463 +26%
TCOV
1299
Trust Company of Vermont
Vermont
$6.49M +$174K +318 +3%
KIA
1300
KCM Investment Advisors
California
$6.47M -$300K -549 -4%
50 51
52
53 54