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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 %
SWM
1451
Stockman Wealth Management
Montana
$4.58M -$258K -471 -5%
LFAS
1452
Level Four Advisory Services
Texas
$4.56M -$5.23M -9,550 -53%
MWPCG
1453
Measured Wealth Private Client Group
New Hampshire
$4.56M -$248K -454 -5%
4WM
1454
49 Wealth Management
Texas
$4.55M -$36.7K -67 -0.8%
SJGA
1455
Stephen J. Garry & Associates
New York
$4.55M -$1.09K -2 -0%
EIP
1456
Ellis Investment Partners
Pennsylvania
$4.55M +$65.1K +119 +1%
JAG
1457
Journey Advisory Group
Kentucky
$4.54M +$307K +561 +7%
SSWG
1458
Seven Springs Wealth Group
Tennessee
$4.53M -$126K -230 -3%
SCM
1459
Shorepath Capital Management
Utah
$4.52M – – –
SFG
1460
SNS Financial Group
Minnesota
$4.51M +$12.6K +23 +0.3%
WSFG
1461
Wall Street Financial Group
Illinois
$4.5M +$4.5M +8,229 New
SFM
1462
Signet Financial Management
New Jersey
$4.5M -$698K -1,276 -13%
NB
1463
NBT Bank
New York
$4.5M -$453K -828 -9%
RMAM
1464
Raab & Moskowitz Asset Management
New Jersey
$4.49M -$65.7K -120 -1%
SFO
1465
Stokes Family Office
Louisiana
$4.46M +$41K +75 +0.9%
AFS
1466
Access Financial Services
Minnesota
$4.46M -$49.3K -90 -1%
PJSIMP
1467
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.46M -$72.8K -133 -2%
HIM
1468
Hanlon Investment Management
New Jersey
$4.46M -$654K -1,195 -13%
RWM
1469
Rockwood Wealth Management
Pennsylvania
$4.45M +$833K +1,522 +23%
GB
1470
Goepper Burkhardt
South Carolina
$4.44M +$1.27M +2,325 +40%
FFM
1471
Forum Financial Management
Illinois
$4.43M -$188K -343 -4%
FPTW
1472
Franklin, Parlapiano, Turner & Welch
Texas
$4.43M -$143K -261 -3%
FC
1473
Forte Capital
New York
$4.42M +$464K +848 +12%
TWP
1474
Tyche Wealth Partners
Texas
$4.42M +$106K +193 +2%
BFO
1475
Boston Family Office
Massachusetts
$4.4M -$1.43M -2,610 -25%
57 58
59
60 61