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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 %
MBTD
2101
Mechanics Bank - Trust Department
California
$1.36M – – –
GA
2102
Greenspring Advisors
Maryland
$1.36M -$18.6K -34 -1%
CA
2103
Corrado Advisors
New Jersey
$1.36M -$119K -217 -8%
EGWAG
2104
Elwood & Goetz Wealth Advisory Group
Georgia
$1.35M -$12K -22 -0.9%
TSM
2105
Two Star Manager
Florida
$1.35M – – –
NOI
2106
Newton One Investments
Delaware
$1.34M +$1.64K +3 +0.1%
TWD
2107
True Wealth Design
Ohio
$1.34M -$32.8K -60 -2%
SW
2108
SkyOak Wealth
Michigan
$1.34M – – –
WRPWM
2109
Werba Rubin Papier Wealth Management
California
$1.33M -$516K -943 -28%
CGL
2110
Clarius Group LLC
Washington
$1.32M +$1.09K +2 +0.1%
DWP
2111
Destiny Wealth Partners
Florida
$1.32M -$19.2K -35 -1%
CA
2112
CGN Advisors
Kansas
$1.32M +$535K +978 +68%
OPCM
2113
Osborne Partners Capital Management
California
$1.32M +$547K +1,000 +71%
MS
2114
Madden Securities
Texas
$1.32M – – –
RAS
2115
RPS Advisory Solutions
Kentucky
$1.32M +$1.32M +2,404 New
BWL
2116
Bogart Wealth LLC
Virginia
$1.31M -$181K -331 -12%
1WA
2117
180 Wealth Advisors
Washington
$1.31M -$165K -295 -11%
HWP
2118
Highline Wealth Partners
California
$1.31M -$547 -1 -0%
HFS
2119
HBC Financial Services
Washington
$1.31M -$51.5K -94 -4%
SW
2120
SlateStone Wealth
Florida
$1.3M +$62.4K +114 +5%
H
2121
HoyleCohen
California
$1.3M -$601K -1,099 -32%
MHB
2122
Midwest Heritage Bank
Iowa
$1.3M +$535K +978 +70%
FMTC
2123
Farmers & Merchants Trust Company
California
$1.3M -$27.4K -50 -2%
HGERS
2124
Householder Group Estate & Retirement Specialist
Arizona
$1.3M -$30.6K -56 -2%
AIM
2125
Athena Investment Management
California
$1.29M -$17K -31 -1%
83 84
85
86 87