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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 %
WPA
1651
West Paces Advisors
Georgia
$3.09M +$54.2K +99 +2%
TDWM
1652
Topel & Distasi Wealth Management
California
$3.08M – – –
HCA
1653
Harbour Capital Advisors
Virginia
$3.08M +$77.9K +142 +3%
SWM
1654
SilverOak Wealth Management
Minnesota
$3.08M -$45.4K -83 -1%
FRA
1655
Frank Rimerman Advisors
California
$3.07M -$43.2K -79 -1%
AIA
1656
Arcadia Investment Advisors
Idaho
$3.07M -$3.83K -7 -0.1%
CHA
1657
Carmichael Hill & Associates
Maryland
$3.06M -$10.9K -20 -0.4%
FWTB
1658
First Western Trust Bank
Colorado
$3.06M -$511K -934 -14%
HP
1659
Holistic Planning
Texas
$3.05M – – –
ACA
1660
Ackerman Capital Advisors
Texas
$3.02M – – –
IF
1661
Intrua Financial
Texas
$3.01M -$3.28K -6 -0.1%
SCM
1662
Schnieders Capital Management
California
$3.01M – – –
CF
1663
Corrigan Financial
Rhode Island
$3.01M – – –
RFA
1664
Resurgent Financial Advisors
Georgia
$3.01M -$2.92M -5,344 -49%
ATWA
1665
Arbor Trust Wealth Advisors
Michigan
$3M -$18.6K -34 -0.6%
SDWMA
1666
Schneider Downs Wealth Management Advisors
Pennsylvania
$3M -$18.6K -34 -0.6%
TCM
1667
Tufton Capital Management
Maryland
$2.99M +$123K +225 +4%
CFA
1668
CWS Financial Advisors
Michigan
$2.96M -$48.2K -88 -2%
PAM
1669
PVG Asset Management
Colorado
$2.96M +$2.96M +5,402 New
WAG
1670
Wallace Advisory Group
California
$2.96M -$801K -1,463 -21%
CFA
1671
Cahill Financial Advisors
Minnesota
$2.95M -$416K -761 -12%
TWP
1672
TFO Wealth Partners
Ohio
$2.94M -$27.4K -50 -0.9%
WFAG
1673
Worth Financial Advisory Group
North Carolina
$2.94M -$77.7K -142 -3%
CWG
1674
Crown Wealth Group
North Carolina
$2.94M -$105K -191 -3%
PWW
1675
Pettyjohn Wood & White
Virginia
$2.94M +$602K +1,100 +26%
65 66
67
68 69