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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 %
QCIG
1376
Quad-Cities Investment Group
Iowa
$5.51M -$70K -128 -1%
BI
1377
Berkeley Inc
Idaho
$5.49M -$341K -624 -6%
BAMG
1378
Brand Asset Management Group
Missouri
$5.47M -$124K -226 -2%
JJBC
1379
James J. Burns & Company
New York
$5.47M +$4.91M +8,967 +874%
OAS
1380
Optivise Advisory Services
Tennessee
$5.42M +$5.42M +9,902 New
WCM
1381
Windham Capital Management
Massachusetts
$5.42M – – –
CAS
1382
Coppell Advisory Solutions
Texas
$5.41M +$5.41M +9,891 New
FNBOO
1383
First National Bank of Omaha
Nebraska
$5.4M -$37.8K -69 -0.7%
CLOS
1384
Compagnie Lombard Odier SCmA
Switzerland
$5.39M +$766K +1,399 +17%
GIS
1385
Grayhawk Investment Strategies
Alberta, Canada
$5.39M -$63.5K -116 -1%
VT
1386
Vise Technologies
New York
$5.39M +$3.49M +6,386 +184%
LWM
1387
Lakeridge Wealth Management
Ohio
$5.36M +$595K +1,088 +13%
ZIG
1388
Zurich Insurance Group
Switzerland
$5.35M +$5.35M +10,270 New
WCWM
1389
Wooster Corthell Wealth Management
Connecticut
$5.35M -$279K -509 -5%
Treasurer of the State of North Carolina
1390
Treasurer of the State of North Carolina
North Carolina
$5.35M -$5.42M -9,914 -50%
MFA
1391
Morling Financial Advisors
California
$5.32M +$147K +269 +3%
NWMG
1392
National Wealth Management Group
Ohio
$5.31M +$1.28M +2,341 +32%
BWA
1393
BCU Wealth Advisors
Illinois
$5.3M -$325K -594 -6%
PAM
1394
Peak Asset Management
Colorado
$5.3M +$294K +538 +6%
SIC
1395
Shoker Investment Counsel
Ohio
$5.28M +$57.5K +105 +1%
PCA
1396
Prosperity Capital Advisors
Ohio
$5.27M +$658K +1,202 +14%
AFS
1397
Annapolis Financial Services
Maryland
$5.27M -$174K -318 -3%
AWM
1398
Alterna Wealth Management
Texas
$5.25M -$694K -1,269 -12%
FNWM
1399
Financial Network Wealth Management
Utah
$5.21M -$31.2K -57 -0.6%
FA
1400
FDx Advisors
Illinois
$5.21M -$4.66M -8,509 -47%
54 55
56
57 58