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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 %
TCCM
2276
Timber Creek Capital Management
Massachusetts
$934K – – –
AP
2277
Adero Partners
California
$932K -$193K -353 -17%
GL
2278
Gerber LLC
Ohio
$931K +$547 +1 +0.1%
IWS
2279
Insight Wealth Strategies
California
$930K +$124K +226 +15%
WIM
2280
Waverton Investment Management
United Kingdom
$927K – – –
NEWAS
2281
N.E.W. Advisory Services
Wisconsin
$927K +$15.9K +29 +2%
KFP
2282
Keener Financial Planning
Texas
$923K – – –
TWA
2283
Talisman Wealth Advisors
New Jersey
$922K -$5.47K -10 -0.6%
TI
2284
Trexquant Investment
Connecticut
$922K -$1.6M -2,924 -63%
LWCFA
2285
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$920K -$64.2K -113 -7%
HSG
2286
Helen Stephens Group
Texas
$919K +$919K +1,680 New
FNB
2287
Farmers National Bank
Kentucky
$918K -$5.47K -10 -0.6%
UAG
2288
United Advisor Group
Ohio
$916K +$452K +826 +98%
ULWM
2289
Upper Left Wealth Management
Florida
$912K +$155K +284 +21%
MGWM
2290
Marks Group Wealth Management
Minnesota
$912K +$68.4K +125 +8%
LPP
2291
Life Planning Partners
Florida
$908K +$106K +193 +13%
TWM
2292
Trinity Wealth Management
Pennsylvania
$906K -$66.8K -122 -7%
JBA
2293
Johnson Bixby & Associates
Washington
$899K – – –
RCM
2294
RMR Capital Management
California
$896K – – –
PWP
2295
Perfromance Wealth Partners
Illinois
$896K +$14.2K +26 +2%
SFP
2296
Sandbox Financial Partners
Maryland
$893K +$15.9K +29 +2%
JWM
2297
JFG Wealth Management
Colorado
$891K +$364K +665 +69%
BMA
2298
Brooks Moore & Associates
Tennessee
$889K – – –
PPW
2299
Parcion Private Wealth
Washington
$887K – – –
SSWM
2300
Smith Salley Wealth Management
North Carolina
$886K -$88.6K -162 -9%
90 91
92
93 94