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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 %
AFO
2326
Arrowroot Family Office
California
$995K -$20.2K -35 -2%
RZH
2327
Relyea Zuckerberg Hanson
Connecticut
$993K – – –
CG
2328
CFO4Life Group
Texas
$985K +$429K +744 +77%
TCCM
2329
Timber Creek Capital Management
Massachusetts
$984K – – –
GL
2330
Gerber LLC
Ohio
$982K +$577 +1 +0.1%
WIM
2331
Waverton Investment Management
United Kingdom
$978K – – –
KFP
2332
Keener Financial Planning
Texas
$973K – – –
HSG
2333
Helen Stephens Group
Texas
$973K +$4.04K +7 +0.4%
PMG
2334
ProVise Management Group
Florida
$973K -$147K -254 -13%
RIL
2335
Rothschild Investment LLC
Illinois
$970K +$538K +933 +125%
MWA
2336
Muirfield Wealth Advisors
North Carolina
$967K -$78.4K -136 -8%
IWS
2337
Insight Wealth Strategies
California
$966K -$13.3K -23 -1%
PP
2338
Prosperity Planning
Missouri
$952K -$134K -233 -12%
WAOTB
2339
Wealth Advisors of Tampa Bay
Florida
$949K -$51.9K -90 -5%
AIS
2340
American Investment Services
Massachusetts
$949K -$37.5K -65 -4%
BMD
2341
Better Money Decisions
New Mexico
$946K -$123K -213 -12%
RCM
2342
RMR Capital Management
California
$945K – – –
SFP
2343
Sandbox Financial Partners
Maryland
$944K +$1.73K +3 +0.2%
PPW
2344
Parcion Private Wealth
Washington
$940K +$4.62K +8 +0.5%
LPP
2345
Life Planning Partners
Florida
$939K -$18.5K -32 -2%
SL
2346
Summitry LLC
California
$937K +$83.7K +145 +10%
BMA
2347
Brooks Moore & Associates
Tennessee
$937K – – –
TWM
2348
Tanager Wealth Management
United Kingdom
$934K +$392K +680 +72%
IFS
2349
Ifrah Financial Services
Arkansas
$931K +$148K +257 +19%
MHWM
2350
Montz Harcus Wealth Management
Louisiana
$930K +$3.46K +6 +0.4%
92 93
94
95 96