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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 %
AIM
1676
Aspen Investment Management
Michigan
$3.3M -$5.19K -9 -0.2%
SDWMA
1677
Schneider Downs Wealth Management Advisors
Pennsylvania
$3.3M +$137K +238 +4%
EAM
1678
Evanson Asset Management
California
$3.3M +$231K +400 +8%
TP
1679
Tranquility Partners
Tennessee
$3.29M -$34.6K -60 -1%
TCWM
1680
Total Clarity Wealth Management
Illinois
$3.29M -$318K -551 -9%
BDF
1681
Black Diamond Financial
Maryland
$3.29M +$19.6K +34 +0.6%
BFA
1682
Beacon Financial Advisory
Ohio
$3.28M -$168K -291 -5%
KHC
1683
Koesten Hirschmann & Crabtree
Kansas
$3.27M -$357K -619 -10%
HCA
1684
Harbour Capital Advisors
Virginia
$3.25M -$2.9K -5 -0.1%
CWM
1685
Centric Wealth Management
Illinois
$3.25M +$155K +261 +5%
TDWM
1686
Topel & Distasi Wealth Management
California
$3.25M – – –
MWM
1687
Mattern Wealth Management
Kansas
$3.25M -$379K -657 -10%
PW
1688
Peninsula Wealth
California
$3.24M +$511K +874 +19%
TWM
1689
Thrive Wealth Management
Pennsylvania
$3.24M -$239K -414 -7%
VNA
1690
Valley National Advisers
Pennsylvania
$3.24M -$1.59M -2,757 -33%
FRA
1691
Frank Rimerman Advisors
California
$3.24M – – –
WPA
1692
West Paces Advisors
Georgia
$3.23M -$22.5K -39 -0.7%
AIA
1693
Arcadia Investment Advisors
Idaho
$3.23M -$2.88K -5 -0.1%
PPP
1694
Private Portfolio Partners
New Jersey
$3.22M +$3.22M +5,590 New
SWM
1695
SilverOak Wealth Management
Minnesota
$3.22M -$17.3K -30 -0.5%
FWTB
1696
First Western Trust Bank
Colorado
$3.22M +$2.31K +4 +0.1%
RFA
1697
Resurgent Financial Advisors
Georgia
$3.21M +$32.9K +57 +1%
SVWAG
1698
Sound View Wealth Advisors Group
Georgia
$3.21M +$1.24M +2,149 +63%
OC
1699
Oakworth Capital
Alabama
$3.19M -$106K -184 -3%
WFMPM
1700
Woodley Farra Manion Portfolio Management
Indiana
$3.19M -$190K -330 -6%
66 67
68
69 70