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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 %
CCWM
1501
Cassaday & Co Wealth Management
Virginia
$4.14M +$74.4K +136 +2%
AWA
1502
Archvest Wealth Advisors
California
$4.13M +$743K +1,354 +22%
HBWM
1503
Hollow Brook Wealth Management
New York
$4.13M +$27.4K +50 +0.7%
PWG
1504
Portside Wealth Group
Utah
$4.12M -$530K -968 -11%
GWS
1505
Glassman Wealth Services
Virginia
$4.12M -$946K -1,729 -19%
PFWA
1506
Paces Ferry Wealth Advisors
Georgia
$4.12M +$22.4K +41 +0.5%
ACM
1507
Absolute Capital Management
Pennsylvania
$4.11M -$323K -590 -7%
BMWM
1508
Brown Miller Wealth Management
Virginia
$4.09M +$236K +431 +6%
GWSG
1509
GPS Wealth Strategies Group
Colorado
$4.09M +$740K +1,352 +22%
PFBT
1510
Parkside Financial Bank & Trust
Missouri
$4.09M -$194K -354 -5%
SFC
1511
Strategic Financial Concepts
Texas
$4.08M +$4.05M +2,117,383 +16,181%
RA
1512
Ruggaard & Associates
Ohio
$4.07M -$157K -286 -4%
IFS
1513
Intelligent Financial Strategies
Minnesota
$4.07M -$41K -75 -1%
BHPW
1514
Beverly Hills Private Wealth
California
$4.06M -$206K -377 -5%
MAM
1515
Madison Asset Management
Wisconsin
$4.05M +$475K +868 +13%
NEPWA
1516
New England Private Wealth Advisors
Massachusetts
$4.05M +$170K +311 +4%
GAM
1517
Gemmer Asset Management
California
$4.04M +$47.6K +87 +1%
AIC
1518
Ayalon Insurance Company
Israel
$4.03M +$224K +409 +6%
GA
1519
Geller Advisors
New York
$4.01M +$2.74K +5 +0.1%
SCA
1520
Sage Capital Advisors
South Dakota
$4.01M -$56.9K -104 -1%
MAG
1521
M3 Advisory Group
Massachusetts
$4.01M +$189K +346 +5%
JGIA
1522
Jackson Grant Investment Advisers
Connecticut
$4M -$9.85K -18 -0.2%
AFA
1523
AA Financial Advisors
Ohio
$4M +$296K +541 +8%
JPWM
1524
Jamison Private Wealth Management
Georgia
$3.98M +$561K +1,026 +16%
Simplex Trading
1525
Simplex Trading
Illinois
$3.98M +$3.98M +7,269 New
59 60
61
62 63