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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 %
EIM
2026
Ervin Investment Management
Washington
$1.52M -$68.4K -125 -4%
RBC
2027
Roble Belko & Company
Pennsylvania
$1.52M -$178K -326 -10%
NWM
2028
Northwest Wealth Management
Iowa
$1.51M -$90.8K -166 -6%
PP
2029
Patron Partners
Texas
$1.51M -$6.57K -12 -0.4%
Toronto Dominion Bank
2030
Toronto Dominion Bank
Ontario, Canada
$1.5M -$129M -236,200 -99%
AT
2031
American Trust
Kentucky
$1.5M -$4.87M -8,891 -76%
BCM
2032
Brookmont Capital Management
Texas
$1.5M -$273K -499 -15%
CWA
2033
Clarity Wealth Advisors
California
$1.49M -$1.64K -3 -0.1%
LC
2034
LCNB Corp
Ohio
$1.48M -$5.47K -10 -0.4%
CAM
2035
Clark Asset Management
New Hampshire
$1.48M +$17.5K +32 +1%
EHC
2036
Everett Harris & Co
California
$1.48M -$49.3K -90 -3%
AWM
2037
Accel Wealth Management
Iowa
$1.47M +$3.83K +7 +0.3%
RA
2038
Rodgers & Associates
Pennsylvania
$1.46M -$2.19K -4 -0.1%
GD
2039
Grandfield & Dodd
New York
$1.46M – – –
LAM
2040
Lakewood Asset Management
Illinois
$1.46M -$9.3K -17 -0.6%
SFB
2041
STAR Financial Bank
Indiana
$1.46M -$301K -550 -17%
CP
2042
Canopy Partners
Ohio
$1.46M -$195K -356 -12%
HA
2043
HFG Advisors
Ohio
$1.46M -$119K -217 -8%
AIA
2044
Arbor Investment Advisors
North Carolina
$1.46M – – –
BWG
2045
Balanced Wealth Group
Ohio
$1.45M -$45.5K -83 -3%
RC
2046
Randolph Company
Ohio
$1.45M +$18.6K +34 +1%
HWP
2047
Hibernia Wealth Partners
Louisiana
$1.45M +$927K +1,694 +177%
FWP
2048
Family Wealth Partners
North Carolina
$1.45M +$37.8K +69 +3%
LFG
2049
Lockerman Financial Group
California
$1.45M +$848K +1,550 +141%
CS
2050
Capital Square
Tennessee
$1.45M -$55.8K -100 -4%
80 81
82
83 84