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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 %
SC
1626
Sepio Capital
Utah
$3.78M +$1.8M +3,113 +90%
CSWM
1627
Cassady Schiller Wealth Management
Ohio
$3.77M – – –
TCOTS
1628
Trust Company of the South
North Carolina
$3.77M – – –
FB
1629
First Bancorp
Maine
$3.76M -$13.3K -23 -0.4%
Vontobel Holding
1630
Vontobel Holding
Switzerland
$3.76M -$5.77K -10 -0.2%
FGC
1631
Financial Gravity Companies
Texas
$3.75M +$3.75M +6,501 New
WA
1632
WESPAC Advisors
California
$3.74M -$85.4K -148 -2%
AWM
1633
Arista Wealth Management
Nevada
$3.74M +$1.15K +2 +0%
LFP
1634
Leeward Financial Partners
Washington
$3.73M +$219K +380 +6%
IRC
1635
Investors Research Corp
Georgia
$3.73M -$88.3K -153 -2%
ADL
1636
Asset Dedication LLC
California
$3.73M +$80.8K +140 +2%
OFS
1637
Oldfather Financial Services
Nebraska
$3.73M -$15.6K -27 -0.4%
SAM
1638
Smithbridge Asset Management
Pennsylvania
$3.73M -$186K -322 -5%
FCB
1639
First County Bank
Connecticut
$3.72M -$775K -1,344 -17%
HIF
1640
Hill Island Financial
Michigan
$3.7M +$24.8K +43 +0.7%
GFA
1641
Gallagher Fiduciary Advisors
Illinois
$3.69M +$1.52M +2,633 +70%
SBLIC
1642
Security Benefit Life Insurance Company
Kansas
$3.69M -$1.27M -2,200 -26%
CCM
1643
Condor Capital Management
New Jersey
$3.67M +$56K +97 +2%
LSA
1644
Lion Street Advisors
Texas
$3.67M -$21.3K -37 -0.6%
LWM
1645
Lyell Wealth Management
California
$3.66M -$8.65K -15 -0.2%
CSIC
1646
Clifford Swan Investment Counsel
California
$3.66M +$34.6K +60 +1%
BW
1647
Bison Wealth
Georgia
$3.63M +$2.81M +4,877 +346%
FTDI
1648
First Trust Direct Indexing
Massachusetts
$3.62M +$629K +1,091 +21%
HWM
1649
Hemington Wealth Management
Virginia
$3.61M +$378K +661 +12%
FW
1650
FullCircle Wealth
Texas
$3.58M -$564K -966 -14%
64 65
66
67 68