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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 %
PSC
2076
Prentiss Smith & Co
Vermont
$1.4M – – –
DP
2077
DDD Partners
Washington
$1.4M – – –
BA
2078
Ballast Advisors
Minnesota
$1.4M -$62.9K -115 -4%
BFA
2079
Brown Financial Advisory
Alabama
$1.4M -$4.38K -8 -0.3%
ACS
2080
Archford Capital Strategies
Illinois
$1.39M -$15.3K -28 -1%
KFS
2081
Kurt F. Somerville
$1.39M -$219K -400 -14%
BMC
2082
Benin Management Corp
Connecticut
$1.39M +$44.9K +82 +3%
SPL
2083
Smart Portfolios LLC
Washington
$1.39M -$111K -203 -7%
PCM
2084
Princeton Capital Management
New Jersey
$1.39M – – –
E
2085
ETFidea
New York
$1.39M +$90.8K +166 +7%
MCM
2086
Morton Capital Management
California
$1.38M +$290K +530 +27%
EM
2087
Excalibur Management
Massachusetts
$1.38M – – –
PA
2088
Prossimo Advisors
California
$1.38M +$1.38M +2,520 New
AAM
2089
Austin Asset Management
Texas
$1.37M +$17.5K +32 +1%
JSSH
2090
J. Safra Sarasin Holding
$1.37M +$1.37M +2,510 New
PRI
2091
Prepared Retirement Institute
Pennsylvania
$1.37M +$6.57K +12 +0.5%
RFG
2092
Range Financial Group
Oregon
$1.37M -$24.1K -44 -2%
MFWP
2093
Mosaic Family Wealth Partners
Missouri
$1.37M -$75.5K -138 -5%
OS
2094
Objectivity Squared
South Carolina
$1.37M +$6.82K +12 +0.5%
RW
2095
REDW Wealth
New Mexico
$1.37M +$4.93K +9 +0.4%
MSWM
2096
McGlone Suttner Wealth Management
Wisconsin
$1.36M +$12.4K +26 +0.9%
PI
2097
PFG Investments
New York
$1.36M -$166K -304 -11%
EGA
2098
E&G Advisors
Texas
$1.36M -$5.47K -10 -0.4%
KIG
2099
Kowal Investment Group
Wisconsin
$1.36M +$3.28K +6 +0.2%
1CP
2100
17 Capital Partners
Arizona
$1.36M +$955K +1,746 +237%
82 83
84
85 86