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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 %
RT
1726
Rockland Trust
Massachusetts
$3.01M -$476K -825 -14%
MJRIC
1727
Mogy Joel R Investment Counsel
California
$3M -$65.8K -114 -2%
ATWA
1728
Arbor Trust Wealth Advisors
Michigan
$3M – – –
UCMOK
1729
United Capital Management of KS
Kansas
$3M -$276K -478 -8%
SFWA
1730
Summit Financial Wealth Advisors
Louisiana
$3M +$47.3K +82 +2%
CNBT
1731
Canandaigua National Bank & Trust
New York
$2.99M +$2.99M +5,191 New
WLPWM
1732
Walled Lake Planning & Wealth Management
Illinois
$2.98M +$77.3K +134 +3%
CF
1733
Corrigan Financial
Rhode Island
$2.98M -$329K -571 -10%
EFG
1734
Everhart Financial Group
Ohio
$2.98M +$1.16M +2,004 +64%
AA
1735
Axiom Advisory
California
$2.97M +$41.4K +74 +1%
MA
1736
MBA Advisors
Pennsylvania
$2.95M -$5.77K -10 -0.2%
AP
1737
Appleton Partners
Massachusetts
$2.95M -$104K -181 -3%
CWM
1738
Castle Wealth Management
Florida
$2.95M – – –
CAM
1739
Cidel Asset Management
Ontario, Canada
$2.94M +$2.94M +5,096 New
WIM
1740
WealthPlan Investment Management
Nebraska
$2.93M +$2.06M +3,567 +235%
FA
1741
FF Advisors
California
$2.93M +$110K +188 +4%
AW
1742
Alaethes Wealth
Nevada
$2.93M +$1.83M +3,181 +168%
LWP
1743
Laurel Wealth Planning
Minnesota
$2.93M -$45K -78 -2%
WCM
1744
Wealthcare Capital Management
Virginia
$2.92M -$592K -1,026 -17%
WAG
1745
Wallace Advisory Group
California
$2.92M -$39.9K -73 -1%
CFA
1746
Cahill Financial Advisors
Minnesota
$2.91M -$202K -351 -7%
TWP
1747
TFO Wealth Partners
Ohio
$2.9M -$205K -356 -7%
CSC
1748
Caldwell Sutter Capital
California
$2.89M -$26.5K -46 -0.9%
MWM
1749
Melfa Wealth Management
Massachusetts
$2.88M -$26K -45 -0.9%
PWM
1750
Paulson Wealth Management
Illinois
$2.88M +$46.1K +80 +2%
68 69
70
71 72