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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 %
NFA
2251
Northwest Financial Advisors
Virginia
$989K -$10.9K -20 -1%
HIP
2252
Harrell Investment Partners
Texas
$986K -$197K -360 -17%
GBWM
2253
Granite Bay Wealth Management
New Hampshire
$983K +$983K +1,796 New
FCA
2254
Fortis Capital Advisors
Kansas
$976K +$52.5K +96 +6%
MMPW
2255
Mitchell McLeod Pugh & Williams
Alabama
$969K +$58.6K +107 +6%
JF
2256
Joule Financial
Kentucky
$967K – – –
BFG
2257
Bouchey Financial Group
New York
$967K +$15.9K +29 +2%
SCM
2258
Sage Capital Management
New Jersey
$966K +$1.1K +2 +0.1%
AFO
2259
Arrowroot Family Office
California
$963K -$187K -341 -16%
APIM
2260
Agate Pass Investment Management
Washington
$961K +$40.5K +74 +4%
JE
2261
JMAC Enterprises
Pennsylvania
$961K -$1.09K -2 -0.1%
OWA
2262
Opal Wealth Advisors
New York
$959K -$263K -481 -22%
CBB
2263
Citizens Business Bank
California
$958K – – –
TAM
2264
Tocqueville Asset Management
New York
$956K -$236K -432 -20%
PCMC
2265
Private Capital Management (Colorado)
Colorado
$952K -$660K -1,206 -41%
WAOTB
2266
Wealth Advisors of Tampa Bay
Florida
$950K – – –
LJAC
2267
L.J. Altfest & Co
New York
$948K +$262K +478 +38%
ST
2268
Spinnaker Trust
Maine
$946K +$324K +592 +52%
AWMS
2269
Advocacy Wealth Management Services
Georgia
$945K -$302K -551 -24%
NL
2270
Navalign LLC
California
$944K -$340K -622 -27%
KWM
2271
Kolinsky Wealth Management
New Jersey
$943K -$726K -1,326 -43%
FWP
2272
Falcon Wealth Planning
California
$943K +$47.6K +87 +5%
RZH
2273
Relyea Zuckerberg Hanson
Connecticut
$942K +$46.5K +85 +5%
CAAS
2274
Capital Asset Advisory Services
Michigan
$938K -$517K -925 -36%
AIS
2275
American Investment Services
Massachusetts
$936K -$43.2K -79 -4%
89 90
91
92 93