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iShares Core S&P 500 ETF
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Overview Fund Activity

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$4.18B
2
CI Investments Inc
CI Investments Inc
Ontario, Canada
+$4.12B
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$4B
4
Jones Financial Companies
Jones Financial Companies
Missouri
+$1.67B
5
Goldman Sachs
Goldman Sachs
New York
+$958M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.99B
2
Millennium Management
Millennium Management
New York
-$4.54B
3
BlackRock
BlackRock
New York
-$2.66B
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$2.11B
5
Wolverine Trading
Wolverine Trading
Illinois
-$2.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
1651
WNY Asset Management
New York
$2.99M -$167K -317 -5%
FRA
1652
Frank Rimerman Advisors
California
$2.99M +$41K +78 +1%
PAG
1653
Paladin Advisory Group
Iowa
$2.99M +$29.9K +57 +1%
FWP
1654
FAS Wealth Partners
Kansas
$2.98M -$173K -329 -5%
PBF
1655
Petix & Botte Financial
California
$2.98M +$2.98M +5,661 New
TDWM
1656
Topel & Distasi Wealth Management
California
$2.96M – – –
AIA
1657
Arcadia Investment Advisors
Idaho
$2.95M -$243K -463 -8%
SFG
1658
Sage Financial Group
Pennsylvania
$2.95M -$48.4K -92 -2%
HWM
1659
Hohimer Wealth Management
Washington
$2.95M -$125K -237 -4%
CHA
1660
Carmichael Hill & Associates
Maryland
$2.95M -$8.94K -17 -0.3%
ZF
1661
Zega Financial
Florida
$2.94M -$315K -599 -10%
HWM
1662
Hemington Wealth Management
Virginia
$2.93M +$235K +446 +9%
RFG
1663
REAP Financial Group
Texas
$2.93M -$327K -622 -10%
CWG
1664
Crown Wealth Group
North Carolina
$2.92M +$125K +238 +4%
WPA
1665
West Paces Advisors
Georgia
$2.92M -$41K -78 -1%
LFP
1666
Leeward Financial Partners
Washington
$2.91M +$74.1K +141 +3%
ACA
1667
Ackerman Capital Advisors
Texas
$2.91M +$6.31K +12 +0.2%
SDWMA
1668
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.9M -$95.2K -181 -3%
WFAG
1669
Worth Financial Advisory Group
North Carolina
$2.9M -$61K -116 -2%
IF
1670
Intrua Financial
Texas
$2.9M +$1.58K +3 +0.1%
SCM
1671
Schnieders Capital Management
California
$2.9M – – –
CFA
1672
CWS Financial Advisors
Michigan
$2.89M +$96.2K +183 +3%
WE
1673
Wealth Effects
Massachusetts
$2.88M – – –
TWP
1674
TFO Wealth Partners
Ohio
$2.85M -$5.78K -11 -0.2%
HCA
1675
Harbour Capital Advisors
Virginia
$2.85M -$11K -21 -0.4%
65 66
67
68 69