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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 %
SM
2201
Sensible Money
Arizona
$1.08M +$1.64K +3 +0.2%
HC
2202
Hamilton Capital
Ohio
$1.08M -$2.74K -5 -0.3%
ACM
2203
Ardent Capital Management
Ohio
$1.08M – – –
LWM
2204
LJI Wealth Management
Indiana
$1.07M +$1.1K +2 +0.1%
AWM
2205
Affinity Wealth Management
Delaware
$1.07M – – –
PWA
2206
Provenance Wealth Advisors
Florida
$1.07M +$469K +857 +78%
CA
2207
Cortland Associates
Missouri
$1.07M – – –
FSA
2208
Fort Sheridan Advisors
Illinois
$1.07M +$14.8K +27 +1%
BGA
2209
Battery Global Advisors
Massachusetts
$1.07M +$1.02M +7,421 +2,170%
Members Trust
2210
Members Trust
Florida
$1.06M – – –
HCA
2211
Harbor Capital Advisors
Illinois
$1.06M -$48.2K -88 -4%
SWA
2212
Sightline Wealth Advisors
Connecticut
$1.06M +$1.09K +2 +0.1%
RIM
2213
Redwood Investment Management
Arizona
$1.06M -$335K -613 -24%
GC
2214
Garde Capital
Washington
$1.06M -$270K -494 -20%
PMG
2215
ProVise Management Group
Florida
$1.06M -$180K -329 -14%
FPWM
2216
FSB Premier Wealth Management
Iowa
$1.06M -$142K -259 -12%
MW
2217
MBL Wealth
North Carolina
$1.06M +$27.9K +51 +3%
KFC
2218
Klingenstein Fields & Co
New York
$1.06M +$252K +461 +31%
CCP
2219
Clarity Capital Partners
California
$1.06M +$115K +211 +12%
BOSSRA
2220
B.O.S.S. Retirement Advisors
Utah
$1.05M +$1.05M +1,925 New
BOM
2221
Bank of Marin
California
$1.05M – – –
VCM
2222
Violich Capital Management
California
$1.05M +$338K +618 +48%
VAMG
2223
Voisard Asset Management Group
Michigan
$1.04M +$61.8K +113 +6%
BI
2224
Ballast Inc
Kentucky
$1.04M – – –
CWM
2225
Chicago Wealth Management
Illinois
$1.04M +$1.09K +2 +0.1%
87 88
89
90 91