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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 %
BB
1401
Berkshire Bank
Massachusetts
$5.2M -$137K -250 -3%
MWP
1402
Meridian Wealth Partners
Pennsylvania
$5.19M -$176K -321 -3%
EAMA
1403
EFG Asset Management (Americas)
Florida
$5.16M +$3.56M +6,508 +222%
T
1404
TrueFG
Texas
$5.15M -$10.4K -19 -0.2%
IDBONY
1405
Israel Discount Bank of New York
New York
$5.15M -$1.54M -2,818 -23%
NAM
1406
NorthCrest Asset Manangement
Minnesota
$5.15M -$80.4K -147 -2%
SC
1407
Steph & Co
Wisconsin
$5.13M – – –
HT
1408
Headlands Technologies
Illinois
$5.08M +$2.81M +5,128 +123%
LFG
1409
Larson Financial Group
Missouri
$5.08M +$837K +1,529 +20%
BTWM
1410
Brass Tax Wealth Management
Ohio
$5.07M -$44.3K -81 -0.9%
PCM
1411
Presidio Capital Management
California
$5.06M +$5.06M +9,254 New
BTWM
1412
Baker Tilly Wealth Management
Wisconsin
$5.05M -$3.72M -6,793 -42%
CGPCS
1413
Capital Group Private Client Services
California
$5.02M +$1.77M +3,233 +54%
PTP
1414
Platform Technology Partners
New York
$5.02M +$5.02M +9,165 New
BFW
1415
Brady Family Wealth
Missouri
$5.01M +$30.1K +55 +0.6%
AWAU
1416
Alliance Wealth Advisors (Utah)
Utah
$4.99M +$303K +553 +6%
SPW
1417
Sonoma Private Wealth
California
$4.99M -$66.8K -122 -1%
SP
1418
Successful Portfolios
Florida
$4.98M +$383K +699 +8%
PWP
1419
Private Wealth Partners
California
$4.95M -$309K -565 -6%
DWM
1420
Defined Wealth Management
Oregon
$4.94M -$11.5K -21 -0.2%
TH
1421
TCTC Holdings
Texas
$4.94M -$3.83K -7 -0.1%
SL
1422
SFM LLC
New Hampshire
$4.92M -$42.1K -77 -0.8%
VF
1423
Vawter Financial
Ohio
$4.89M +$200K +365 +4%
ECA
1424
Elevated Capital Advisors
Utah
$4.88M +$2.86M +5,235 +142%
FC
1425
Financial Council
Maryland
$4.88M -$245K -447 -5%
55 56
57
58 59