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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 %
SC
2251
Stephens Consulting
Michigan
$1.15M -$2.88K -5 -0.3%
SIA
2252
Strategic Investment Advisors
Michigan
$1.15M -$73.2K -127 -6%
GI
2253
GLOBALT Investments
Georgia
$1.15M – – –
MFGM
2254
Marshall Financial Group (Maryland)
Maryland
$1.15M +$629K +1,091 +122%
VCM
2255
Violich Capital Management
California
$1.15M +$43.3K +75 +4%
DW
2256
Dodds Wealth
Colorado
$1.14M -$31.3K -54 -3%
BFIM
2257
Beese Fulmer Investment Management
Ohio
$1.14M +$366K +634 +47%
FSA
2258
Fort Sheridan Advisors
Illinois
$1.14M +$16.7K +29 +1%
SBF
2259
Sara-Bay Financial
Florida
$1.14M -$368K -638 -24%
BWM
2260
Brophy Wealth Management
New Hampshire
$1.14M +$1.14M +1,972 New
ACM
2261
Ardent Capital Management
Ohio
$1.13M – – –
PGWM
2262
Pitti Group Wealth Management
New York
$1.13M – – –
RFA
2263
Rollins Financial Advisors
New York
$1.13M +$63.4K +110 +6%
SIG
2264
Sky Investment Group
Connecticut
$1.13M – – –
O3W
2265
Omni 360 Wealth
New Jersey
$1.13M -$9.81K -17 -0.9%
RAS
2266
RPS Advisory Solutions
Kentucky
$1.13M -$258K -447 -19%
PWA
2267
Provenance Wealth Advisors
Florida
$1.13M – – –
AWP
2268
Accretive Wealth Partners
New Jersey
$1.13M +$41.5K +72 +4%
CA
2269
Cortland Associates
Missouri
$1.13M – – –
BOSSRA
2270
B.O.S.S. Retirement Advisors
Utah
$1.12M +$13.8K +24 +1%
Members Trust
2271
Members Trust
Florida
$1.12M – – –
KFC
2272
Klingenstein Fields & Co
New York
$1.12M +$1.73K +3 +0.2%
MW
2273
MBL Wealth
North Carolina
$1.11M – – –
AWM
2274
Affinity Wealth Management
Delaware
$1.11M -$21.3K -37 -2%
DA
2275
Drake & Associates
Wisconsin
$1.1M +$172K +298 +18%
89 90
91
92 93