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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 %
IFA
1326
Index Fund Advisors
California
$6.09M -$119K -217 -2%
AC
1327
AWM Capital
Arizona
$6.08M +$2.19K +4 +0%
ITB
1328
Idaho Trust Bank
Idaho
$6.08M +$4.34M +7,940 +251%
JSL
1329
JT Stratford LLC
Georgia
$6.06M +$677K +1,238 +13%
NW
1330
NewEdge Wealth
Pennsylvania
$6.03M -$1.05M -1,923 -15%
AWM
1331
Able Wealth Management
New Jersey
$6.02M -$122K -223 -2%
NB
1332
Nicolet Bankshares
Wisconsin
$6.01M +$32.3K +59 +0.5%
FSA
1333
Financial Services Advisory
Maryland
$5.99M -$2.23M -4,068 -27%
CWP
1334
Curated Wealth Partners
California
$5.99M +$5.99M +10,938 New
EA
1335
Emerald Advisors
Washington
$5.95M -$350K -640 -6%
BPWM
1336
Badgley Phelps Wealth Managers
Washington
$5.94M -$176K -322 -3%
TCG
1337
Transcendent Capital Group
Oklahoma
$5.92M -$61.3K -112 -1%
EFG
1338
Ethos Financial Group
Pennsylvania
$5.92M +$487K +883 +9%
MSAM
1339
Moloney Securities Asset Management
Missouri
$5.9M -$12.6M -23,011 -68%
NP
1340
Nilsine Partners
Colorado
$5.9M +$14.2K +26 +0.2%
AUB
1341
Atlantic Union Bankshares
Virginia
$5.89M +$2.5M +4,574 +74%
MFP
1342
Meridian Financial Partners
Virginia
$5.87M +$5.87M +10,573 New
SWA
1343
Strategies Wealth Advisors
Michigan
$5.87M -$302K -551 -5%
BFA
1344
BBJS Financial Advisors
Washington
$5.86M -$313K -572 -5%
FCA
1345
FLC Capital Advisors
California
$5.82M -$26.3K -48 -0.4%
CCA
1346
Carrera Capital Advisors
Michigan
$5.81M +$5.81M +10,619 New
ZIC
1347
ZWJ Investment Counsel
Georgia
$5.81M +$18.1K +33 +0.3%
DWP
1348
Daymark Wealth Partners
Ohio
$5.8M +$1.34M +2,448 +30%
SMG
1349
Smart Money Group
Texas
$5.78M -$36.5K -66 -0.6%
SAM
1350
S.A. Mason
Michigan
$5.77M +$850K +1,553 +17%
52 53
54
55 56