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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 %
AO
2051
Advisor OS
Illinois
$1.7M -$35.2K -61 -2%
KCM
2052
Kornitzer Capital Management
Kansas
$1.7M -$265K -459 -13%
FS
2053
Financial Symmetry
North Carolina
$1.69M +$30.6K +53 +2%
ACM
2054
Advance Capital Management
Michigan
$1.69M +$2.31K +4 +0.1%
MIA
2055
MMBG Investment Advisors
Florida
$1.69M – – –
PP
2056
Pacifica Partners
Canada
$1.68M -$429K -743 -20%
HFS
2057
Heritage Financial Services
Massachusetts
$1.68M +$44.4K +77 +3%
GAM
2058
GEM Asset Management
Michigan
$1.68M – – –
WCAMG
2059
Woodard & Company Asset Management Group
North Carolina
$1.68M -$61.7K -107 -4%
AFAS
2060
Acorn Financial Advisory Services
Virginia
$1.67M -$38.1K -66 -2%
AIC
2061
Archer Investment Corporation
Indiana
$1.67M +$42.7K +74 +3%
BFP
2062
Briaud Financial Planning
Texas
$1.67M – – –
RBC
2063
Roble Belko & Company
Pennsylvania
$1.66M +$60K +104 +4%
MA
2064
Mezzasalma Advisors
New Jersey
$1.66M +$1.66M +2,877 New
TA
2065
TrueWealth Advisors
Alabama
$1.66M -$417K -723 -20%
KLCM
2066
KG&L Capital Management
Louisiana
$1.66M +$17.9K +31 +1%
SGI
2067
Summit Global Investments
Utah
$1.65M +$1.15M +1,989 +228%
BWA
2068
Bordeaux Wealth Advisors
California
$1.65M -$69.2K -120 -4%
CCA
2069
Cora Capital Advisors
New Jersey
$1.64M – – –
FA
2070
Financial Advisors
Massachusetts
$1.63M +$110K +191 +7%
MHIC
2071
Marble Harbor Investment Counsel
Massachusetts
$1.63M – – –
SIA
2072
Schechter Investment Advisors
Michigan
$1.63M -$46.7K -81 -3%
JWM
2073
JFG Wealth Management
Colorado
$1.63M +$689K +1,194 +73%
FWM
2074
Fonville Wealth Management
Virginia
$1.62M +$577 +1 +0%
BMC
2075
Benin Management Corp
Connecticut
$1.62M +$153K +265 +10%
81 82
83
84 85