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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 %
NCM
1676
Northwest Capital Management
Oregon
$2.93M -$682K -1,247 -19%
CICC
1677
Capital Investment Counsel (Colorado)
Colorado
$2.93M -$245K -448 -8%
PA
1678
Procyon Advisors
Connecticut
$2.93M +$116K +212 +4%
MJRIC
1679
Mogy Joel R Investment Counsel
California
$2.91M – – –
SPC
1680
Spirepoint Private Client
Florida
$2.91M +$83.2K +152 +3%
EAM
1681
Evanson Asset Management
California
$2.91M -$1.3M -2,368 -31%
IAS
1682
Insigneo Advisory Services
Florida
$2.9M +$731K +1,406 +34%
AP
1683
Appleton Partners
Massachusetts
$2.9M – – –
BFO
1684
Biltmore Family Office
North Carolina
$2.89M +$147K +268 +5%
SWM
1685
Segment Wealth Management
Texas
$2.88M +$1.64K +3 +0.1%
LCM
1686
Liberty Capital Management
Michigan
$2.87M +$410K +749 +17%
Connor, Clark & Lunn Investment Management (CC&L)
1687
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.87M – – –
FNC
1688
First National Corp
Massachusetts
$2.87M +$42.7K +78 +2%
LCM
1689
Lazari Capital Management
California
$2.86M +$2.12M +3,868 +284%
CWM
1690
Centric Wealth Management
Illinois
$2.85M -$81.6K -149 -3%
IIM
1691
Ipswich Investment Management
Massachusetts
$2.84M +$26.3K +48 +0.9%
FTDI
1692
First Trust Direct Indexing
Massachusetts
$2.84M +$1.86M +3,400 +191%
CFMC
1693
Curbstone Financial Management Corp
New Hampshire
$2.82M +$410K +750 +17%
LWP
1694
Laurel Wealth Planning
Minnesota
$2.82M -$32.3K -59 -1%
GFPC
1695
Global Financial Private Client
Florida
$2.81M -$136K -249 -5%
MA
1696
MBA Advisors
Pennsylvania
$2.8M +$12.6K +23 +0.5%
VST
1697
Van Strum & Towne
California
$2.8M -$61.8K -113 -2%
HWM
1698
Howard Wealth Management
Connecticut
$2.8M -$13.1K -24 -0.5%
CCM
1699
Chilton Capital Management
Texas
$2.8M -$569K -1,040 -17%
SFWA
1700
Summit Financial Wealth Advisors
Louisiana
$2.8M -$10.4K -19 -0.4%
66 67
68
69 70