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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 %
SWM
1326
Selective Wealth Management
Virginia
$6.88M -$281K -488 -4%
Financial Engines Advisors
1327
Financial Engines Advisors
California
$6.87M -$132K -228 -2%
MFC
1328
Mechanics Financial Corp
Ohio
$6.86M +$427K +740 +7%
SIC
1329
Sterling Investment Counsel
New York
$6.85M -$2.88K -5 -0%
MCCP
1330
Mission Creek Capital Partners
California
$6.85M +$577 +1 +0%
HSA
1331
HBK Sorce Advisory
Pennsylvania
$6.83M -$51.3K -89 -0.7%
CIC
1332
Cutler Investment Counsel
Oregon
$6.81M -$1.08M -1,872 -14%
KIA
1333
KCM Investment Advisors
California
$6.8M -$20.2K -35 -0.3%
MFP
1334
Meridian Financial Partners
Virginia
$6.79M +$686K +1,189 +11%
SF
1335
Symphony Financial
Texas
$6.78M +$254K +444 +4%
PAI
1336
Pittenger & Anderson Inc
Nebraska
$6.78M +$126K +218 +2%
RWP
1337
Ridgecrest Wealth Partners
California
$6.74M -$179K -310 -3%
KOC
1338
Koss-Olinger Consulting
Florida
$6.73M +$26K +45 +0.4%
1IA
1339
1834 Investment Advisors
Wisconsin
$6.72M -$77.3K -134 -1%
OCFG
1340
O'Connor Financial Group
Illinois
$6.72M -$685K -1,188 -9%
RPGK
1341
Retirement Planning Group (Kansas)
Kansas
$6.71M +$4.29M +7,436 +177%
KFGK
1342
Keystone Financial Group (Kentucky)
Kentucky
$6.7M +$6.7M +11,621 New
GS
1343
GTS Securities
New York
$6.7M -$10.6M -18,385 -61%
WP
1344
Westmount Partners
California
$6.63M +$31.7K +55 +0.5%
AFG
1345
Argent Financial Group
Louisiana
$6.62M +$6.62M +11,480 New
LIA
1346
LifePlan Investment Advisors
North Carolina
$6.62M +$155K +268 +2%
SAM
1347
Strategy Asset Managers
California
$6.59M +$1.54M +2,667 +30%
BC
1348
Barrett & Company
Rhode Island
$6.56M +$9.81K +17 +0.1%
BHBT
1349
Burke & Herbert Bank & Trust
Virginia
$6.56M -$66.9K -116 -1%
NG
1350
Norden Group
Utah
$6.54M +$5.36M +9,294 +456%
52 53
54
55 56