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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 %
NIC
1526
Northwest Investment Counselors
Oregon
$3.97M +$338K +618 +9%
QCM
1527
QRG Capital Management
Illinois
$3.97M +$191K +349 +5%
PSA
1528
Plum Street Advisors
Louisiana
$3.97M -$23K -42 -0.6%
MWM
1529
Marietta Wealth Management
Georgia
$3.96M -$2.19K -4 -0.1%
PWA
1530
Pillar Wealth Advisors
Pennsylvania
$3.96M -$1.8M -3,293 -31%
FP
1531
Fiduciary Planning
Florida
$3.96M +$3.96M +7,229 New
GWM
1532
Gitterman Wealth Management
New Jersey
$3.95M +$547 +1 +0%
HPC
1533
HM Payson & Co
Maine
$3.95M -$17K -31 -0.4%
LIA
1534
Luken Investment Analytics
Tennessee
$3.93M -$1.56M -2,858 -28%
TCM
1535
Traynor Capital Management
Pennsylvania
$3.92M +$260K +476 +7%
AWA
1536
Aaron Wealth Advisors
Illinois
$3.92M +$9.3K +17 +0.2%
WWP
1537
WR Wealth Planners
Missouri
$3.92M -$61.3K -112 -2%
NRG
1538
Nemes Rush Group
Michigan
$3.91M -$692K -1,264 -15%
SAM
1539
Strategy Asset Managers
California
$3.91M -$253K -568 -6%
RI
1540
Rinkey Investments
California
$3.9M – – –
AA
1541
Aufman Associates
Pennsylvania
$3.9M +$8.21K +15 +0.2%
PPWP
1542
Premier Path Wealth Partners
New Jersey
$3.89M +$1.6M +2,919 +70%
RF
1543
RHS Financial
California
$3.89M -$10.9K -20 -0.3%
SFC
1544
Sprinkle Financial Consultants
Colorado
$3.89M +$555K +1,014 +17%
PCS
1545
Personal CFO Solutions
New Jersey
$3.86M +$99K +181 +3%
TA
1546
TFB Advisors
Kansas
$3.86M -$4.44M -8,111 -53%
FW
1547
FullCircle Wealth
Texas
$3.86M +$3.86M +7,093 New
IGWM
1548
ICA Group Wealth Management
Colorado
$3.83M -$8.64M -15,778 -69%
EBT
1549
Enterprise Bank & Trust
Massachusetts
$3.82M +$73.3K +134 +2%
LSA
1550
Lansing Street Advisors
Pennsylvania
$3.82M +$350K +639 +10%
60 61
62
63 64