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iShares Core S&P 500 ETF
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Overview Fund Activity

3,182 hedge funds and large institutions have $394B invested in iShares Core S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,365 increasing their positions, 1,206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,182
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.02%
Holding in Top 10
1,022
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+2.1%
% of All Funds
14.78%
New
177
Increased
1,365
Reduced
1,206
Closed
58
Calls
$826M
Puts
$810M
Net Calls
+$16.3M
Net Calls Change
+$145M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$5.38B
2
Squarepoint
Squarepoint
New York
+$3.11B
3
Morgan Stanley
Morgan Stanley
New York
+$1.8B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$1.26B
5
BlackRock
BlackRock
New York
+$1.17B

Top Sellers

1
CM
Capula Management
Cayman Islands
-$4.8B
2
SFC
Strategic Financial Concepts
Texas
-$1.23B
3
SWM
Scissortail Wealth Management
Oklahoma
-$1.06B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$807M
5
LWM
Liberty Wealth Management
California
-$746M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
1551
Elevated Capital Advisors
Utah
$4.26M -$883K -1,530 -17%
RWM
1552
Rockwood Wealth Management
Pennsylvania
$4.25M -$441K -765 -9%
HPC
1553
HM Payson & Co
Maine
$4.24M +$85.9K +149 +2%
IAS
1554
Insigneo Advisory Services
Florida
$4.24M +$1.02M +1,772 +32%
NIC
1555
Northwest Investment Counselors
Oregon
$4.24M +$53.6K +93 +1%
GWM
1556
Gitterman Wealth Management
New Jersey
$4.24M +$73.3K +127 +2%
GA
1557
Geller Advisors
New York
$4.23M +$1.15K +2 +0%
GWS
1558
Glassman Wealth Services
Virginia
$4.23M -$115K -200 -3%
IFS
1559
Intelligent Financial Strategies
Minnesota
$4.23M -$56K -97 -1%
SEI Investments
1560
SEI Investments
Pennsylvania
$4.22M +$491K +851 +13%
EBT
1561
Enterprise Bank & Trust
Massachusetts
$4.21M +$181K +313 +4%
EIA
1562
Edgemoor Investment Advisors
Maryland
$4.21M +$236K +410 +6%
WWP
1563
WR Wealth Planners
Missouri
$4.2M +$77.3K +134 +2%
PSA
1564
Plum Street Advisors
Louisiana
$4.2M +$24.2K +42 +0.6%
AIA
1565
Accelerate Investment Advisors
California
$4.2M +$4.2M +7,283 New
AWA
1566
Aaron Wealth Advisors
Illinois
$4.2M +$72.7K +126 +2%
JGIA
1567
Jackson Grant Investment Advisers
Connecticut
$4.2M -$24.2K -42 -0.6%
MAM
1568
Madison Asset Management
Wisconsin
$4.18M -$87.7K -152 -2%
BWA
1569
BlueSky Wealth Advisors
North Carolina
$4.17M -$233K -404 -5%
SSW
1570
Stone Summit Wealth
Florida
$4.16M +$564K +978 +16%
MWM
1571
Marietta Wealth Management
Georgia
$4.15M -$24.2K -42 -0.6%
GAM
1572
Gemmer Asset Management
California
$4.15M -$111K -193 -3%
SFC
1573
Sprinkle Financial Consultants
Colorado
$4.14M +$49K +85 +1%
AWM
1574
Alterna Wealth Management
Texas
$4.14M -$1.39M -2,404 -25%
AT
1575
Arlington Trust
Alabama
$4.14M +$559K +969 +16%
61 62
63
64 65