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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 %
CA
2301
CGN Advisors
Kansas
$1.04M -$346K -599 -25%
MGWM
2302
Marks Group Wealth Management
Minnesota
$1.04M +$83.1K +144 +9%
TCM
2303
Towneley Capital Management
California
$1.04M -$115K -200 -10%
APIM
2304
Agate Pass Investment Management
Washington
$1.03M +$19.6K +34 +2%
LJAC
2305
L.J. Altfest & Co
New York
$1.03M +$30.6K +53 +3%
AI
2306
Axecap Investments
Ohio
$1.03M +$1.03M +1,779 New
CAAS
2307
Capital Asset Advisory Services
Michigan
$1.03M +$59.9K +104 +6%
PPH
2308
Pure Portfolios Holdings
Oregon
$1.03M +$1.03M +1,778 New
OWA
2309
Opal Wealth Advisors
New York
$1.02M +$9.81K +17 +1%
SCM
2310
Sage Capital Management
New Jersey
$1.02M +$577 +1 +0.1%
FWP
2311
Falcon Wealth Planning
California
$1.01M +$20.8K +36 +2%
JSA
2312
Jim Saulnier & Associates
Colorado
$1.01M +$1.01M +1,754 New
PCMC
2313
Private Capital Management (Colorado)
Colorado
$1.01M +$6.92K +12 +0.7%
CBB
2314
Citizens Business Bank
California
$1.01M – – –
JE
2315
JMAC Enterprises
Pennsylvania
$1.01M -$4.62K -8 -0.5%
TAM
2316
Tocqueville Asset Management
New York
$1M -$2.88K -5 -0.3%
NFA
2317
Northwest Financial Advisors
Virginia
$1M -$38.1K -66 -4%
IWN
2318
Independent Wealth Network
Iowa
$1M +$86.5K +150 +9%
AT
2319
Avalon Trust
New Mexico
$1M +$893K +1,548 +815%
TWM
2320
Trinity Wealth Management
Pennsylvania
$1M +$47.9K +83 +5%
FNBTCON
2321
First National Bank & Trust Co of Newtown
Pennsylvania
$998K +$142K +247 +17%
ST
2322
Spinnaker Trust
Maine
$997K – – –
BFG
2323
Bouchey Financial Group
New York
$996K -$23.7K -41 -2%
AWMS
2324
Advocacy Wealth Management Services
Georgia
$996K – – –
CCT
2325
Capital City Trust
Florida
$996K +$117K +202 +13%
91 92
93
94 95