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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 %
RW
1351
Rede Wealth
Virginia
$5.75M +$648K +1,184 +13%
FAM
1352
Forte Asset Management
New York
$5.75M +$165K +302 +3%
BCA
1353
Bray Capital Advisors
Florida
$5.74M -$256K -467 -4%
M
1354
MOTCO
Texas
$5.71M +$137K +250 +2%
CWM
1355
Certus Wealth Management
California
$5.68M -$664K -1,214 -10%
TFCP
1356
Twin Focus Capital Partners
Massachusetts
$5.67M +$32.8K +60 +0.6%
WFS
1357
WealthGarden F.S.
California
$5.67M +$5.67M +10,362 New
AF
1358
Affiance Financial
Minnesota
$5.67M +$17K +31 +0.3%
NAMNJ
1359
NorthStar Asset Management (New Jersey)
New Jersey
$5.66M -$284K -519 -5%
BWA
1360
BlueChip Wealth Advisors
Georgia
$5.66M +$48.2K +88 +0.9%
SFPG
1361
Stonebridge Financial Planning Group
Florida
$5.66M -$8.76K -16 -0.2%
EP
1362
Essential Planning
New Hampshire
$5.65M -$160K -292 -3%
SIS
1363
Sound Income Strategies
Florida
$5.64M +$64K +117 +1%
TSW
1364
Three Seasons Wealth
Utah
$5.62M -$15.3K -28 -0.3%
GWP
1365
Gen-Wealth Partners
Michigan
$5.62M -$681K -1,244 -11%
SIC
1366
Salem Investment Counselors
North Carolina
$5.61M -$19.7K -36 -0.4%
HB
1367
HTLF Bank
Colorado
$5.6M -$101K -184 -2%
SC
1368
Soundwatch Capital
Connecticut
$5.59M -$229M -418,150 -98%
PP
1369
PFS Partners
New Jersey
$5.58M -$119K -217 -2%
LI
1370
LVZ Inc
Michigan
$5.54M -$274K -501 -5%
SI
1371
Stephens Inc
Arkansas
$5.53M +$547 +1 +0%
CT
1372
Clearstead Trust
Maine
$5.52M -$52.5K -96 -0.9%
SC
1373
Sykon Capital
New York
$5.52M -$5.07M -9,266 -48%
GA
1374
GSG Advisors
New Jersey
$5.51M -$322K -587 -6%
CC
1375
Callan Capital
California
$5.51M +$343K +627 +7%
53 54
55
56 57