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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 %
SB
1876
Sunflower Bank
Texas
$2.04M -$8.21K -15 -0.4%
DACG
1877
Donor Advised Charitable Giving
California
$2.03M -$45.4K -83 -2%
BWA
1878
Blodgett Wealth Advisors
California
$2.03M +$172K +315 +9%
PP
1879
Pacifica Partners
Canada
$2.03M -$38.8K -70 -2%
TF
1880
Tompkins Financial
New York
$2.03M +$106K +193 +5%
MI
1881
Moneywise Inc
Virginia
$2.03M -$73.3K -134 -3%
YDMI
1882
Y.D. More Investments
Israel
$2.02M -$1.64M -3,000 -45%
BIG
1883
Builder Investment Group
Georgia
$2.02M -$6.57K -12 -0.3%
SAM
1884
SP Asset Management
California
$2.02M +$1.72M +3,140 +566%
WCM
1885
Weik Capital Management
Pennsylvania
$2.01M +$208K +380 +12%
GJWM
1886
Gilliland Jeter Wealth Management
Arkansas
$2.01M +$114K +209 +6%
WCWM
1887
Willow Creek Wealth Management
California
$2M -$1.1K -2 -0.1%
WI
1888
Wedgewood Investors
Pennsylvania
$2M +$2M +3,650 New
CTC
1889
Corundum Trust Company
South Dakota
$1.97M +$1.97M +3,604 New
MCM
1890
Maple Capital Management
Vermont
$1.97M +$483K +883 +32%
TA
1891
TrueWealth Advisors
Alabama
$1.97M +$65.1K +119 +3%
SAM
1892
Sompo Asset Management
Japan
$1.97M +$995K +1,819 +102%
WAM
1893
Weatherly Asset Management
California
$1.96M -$55.3K -101 -3%
CBT
1894
Central Bank & Trust
Kentucky
$1.96M +$173K +317 +10%
Russell Investments Group
1895
Russell Investments Group
United Kingdom
$1.96M +$998K +1,824 +104%
TI
1896
tru Independence
Oregon
$1.96M -$107K -196 -5%
LWA
1897
Lantern Wealth Advisors
New York
$1.95M -$650K -1,188 -25%
FTC
1898
Farmers Trust Company
Ohio
$1.94M -$24.6K -45 -1%
GSIAS
1899
Garden State Investment Advisory Services
New Jersey
$1.94M -$66.8K -122 -3%
GWM
1900
Greenwich Wealth Management
Connecticut
$1.94M +$44.9K +82 +2%
74 75
76
77 78