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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 %
FCC
1276
Flower City Capital
New York
$7.55M -$36.3K -63 -0.5%
WPP
1277
Whalerock Point Partners
Rhode Island
$7.53M +$266K +461 +4%
MWM
1278
Maripau Wealth Management
Indiana
$7.53M -$1.04M -1,798 -12%
GA
1279
GFS Advisors
Texas
$7.52M -$51.1M -88,541 -87%
TPI
1280
Trust Point Inc
Wisconsin
$7.5M +$40.4K +70 +0.5%
HFO
1281
Heritage Family Offices
Arizona
$7.5M -$620K -1,075 -8%
AC
1282
Avestar Capital
New York
$7.49M -$109K -189 -1%
SC
1283
Sapient Capital
Indiana
$7.47M -$19K -33 -0.3%
KC
1284
Kingfisher Capital
North Carolina
$7.47M -$452K -784 -6%
SMI
1285
Shelter Mutual Insurance
Missouri
$7.46M -$769K -1,285 -9%
MF
1286
Montis Financial
Massachusetts
$7.46M +$7.24M +12,557 +3,403%
AUB
1287
Atlantic Union Bankshares
Virginia
$7.4M +$1.2M +2,073 +19%
RC
1288
Roundview Capital
New Jersey
$7.4M +$207K +359 +3%
BWM
1289
Bulltick Wealth Management
Florida
$7.37M +$6.23M +10,796 +547%
NW
1290
NewEdge Wealth
Pennsylvania
$7.34M +$983K +1,704 +15%
HWP
1291
Heritage Wealth Partners
Ohio
$7.3M -$2.24M -3,875 -23%
CWM
1292
Certus Wealth Management
California
$7.3M +$1.31M +2,279 +22%
QWM
1293
Quadcap Wealth Management
Texas
$7.3M -$112K -194 -2%
AI
1294
Atom Investors
Texas
$7.29M – – –
NCM
1295
Nelson Capital Management
California
$7.27M +$131K +227 +2%
TFA
1296
Transamerica Financial Advisors
Florida
$7.22M +$7.22M +12,517 New
DWM
1297
Dogwood Wealth Management
Kansas
$7.19M – – –
SAM
1298
Smartleaf Asset Management
Massachusetts
$7.18M +$650K +1,133 +10%
SFP
1299
Sterling Financial Planning
New Jersey
$7.17M -$41.5K -72 -0.6%
EWA
1300
Etesian Wealth Advisors
Oregon
$7.17M +$3.28M +5,682 +84%
50 51
52
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