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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 %
OPWM
1551
Oakwell Private Wealth Management
Texas
$3.82M – – –
MFG
1552
MidWestOne Financial Group
Iowa
$3.8M – – –
CW
1553
CIC Wealth
Maryland
$3.8M +$12.6K +23 +0.3%
BCV
1554
Banque Cantonale Vaudoise
Switzerland
$3.8M +$9.85K +18 +0.3%
GIA
1555
Guyasuta Investment Advisors
Pennsylvania
$3.79M – – –
CBT
1556
CoreFirst Bank & Trust
Kansas
$3.79M +$208K +380 +6%
CL
1557
CIM LLC
New York
$3.77M -$218K -394 -5%
EIA
1558
Edgemoor Investment Advisors
Maryland
$3.77M +$60.2K +110 +2%
CPIA
1559
Cornell Pochily Investment Advisors
New York
$3.76M +$69K +126 +2%
EF
1560
Empowered Funds
Pennsylvania
$3.75M -$1.17M -2,142 -24%
SG
1561
Strid Group
Pennsylvania
$3.75M -$542K -991 -13%
QPWM
1562
Quadrant Private Wealth Management
Pennsylvania
$3.74M -$381K -697 -9%
SAM
1563
Smithbridge Asset Management
Pennsylvania
$3.71M -$1.74M -3,185 -32%
FCMA
1564
Foresight Capital Management Advisors
Michigan
$3.71M +$5.47K +10 +0.1%
LC
1565
Lindbrook Capital
California
$3.7M +$50.9K +93 +1%
BCM
1566
Birmingham Capital Management
Alabama
$3.7M -$41K -75 -1%
IA
1567
Insight Advisors
Pennsylvania
$3.69M -$34.5K -63 -0.9%
EWA
1568
Etesian Wealth Advisors
Oregon
$3.69M +$2.17M +3,958 +142%
RWPA
1569
Richard W. Paul & Associates
Michigan
$3.69M -$126K -230 -3%
AC
1570
Abbrea Capital
California
$3.67M -$20.2K -37 -0.5%
WFA
1571
WestHill Financial Advisors
California
$3.66M +$81K +148 +2%
CAM
1572
Carret Asset Management
New York
$3.65M +$41.6K +76 +1%
NFSG
1573
Newbridge Financial Services Group
Florida
$3.64M +$1.4M +2,563 +63%
WA
1574
WESPAC Advisors
California
$3.63M -$102K -186 -3%
HCM
1575
Harvey Capital Management
Florida
$3.63M -$55.3K -101 -1%
61 62
63
64 65