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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 %
SHF
1576
Stage Harbor Financial
Massachusetts
$4.13M +$3.55M +6,100 +613%
IDBONY
1577
Israel Discount Bank of New York
New York
$4.12M -$1.31M -2,264 -24%
MWA
1578
Merkkuri Wealth Advisors
New York
$4.11M -$840K -1,457 -17%
LSA
1579
Lansing Street Advisors
Pennsylvania
$4.1M +$68.6K +119 +2%
PFBT
1580
Parkside Financial Bank & Trust
Missouri
$4.09M -$216K -375 -5%
PCS
1581
Personal CFO Solutions
New Jersey
$4.09M +$18.5K +32 +0.5%
RI
1582
Rinkey Investments
California
$4.09M -$26.5K -46 -0.6%
RF
1583
RHS Financial
California
$4.08M -$19.6K -34 -0.5%
FCMA
1584
Foresight Capital Management Advisors
Michigan
$4.07M +$163K +282 +4%
EA
1585
Efficient Advisors
Ohio
$4.07M -$374K -648 -8%
FC
1586
Forte Capital
New York
$4.06M -$595K -1,032 -13%
JEST
1587
JTC Employer Solutions Trustee
Jersey
$4.05M -$30.2M -52,368 -88%
CPIA
1588
Cornell Pochily Investment Advisors
New York
$4.03M +$68.1K +118 +2%
MFG
1589
MidWestOne Financial Group
Iowa
$4.03M +$22.5K +39 +0.6%
OPWM
1590
Oakwell Private Wealth Management
Texas
$4.03M – – –
CW
1591
CIC Wealth
Maryland
$4.01M +$9.23K +16 +0.2%
BHPW
1592
Beverly Hills Private Wealth
California
$4.01M -$273K -473 -6%
HP
1593
Holistic Planning
Texas
$4.01M +$664K +1,152 +20%
CBT
1594
CoreFirst Bank & Trust
Kansas
$4M +$5.77K +10 +0.1%
SJIM
1595
St. Johns Investment Management
Florida
$3.99M -$516K -895 -11%
TF
1596
Tudor Financial
Ohio
$3.99M +$3.99M +6,911 New
TCM
1597
Traynor Capital Management
Pennsylvania
$3.97M -$161K -279 -4%
NCG
1598
Newport Capital Group
New Jersey
$3.97M +$556K +964 +16%
HWM
1599
Hohimer Wealth Management
Washington
$3.96M +$550K +954 +16%
CAM
1600
Carret Asset Management
New York
$3.96M +$114K +197 +3%
62 63
64
65 66