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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 %
HCP
2401
Hexagon Capital Partners
Arkansas
$854K -$32.9K -57 -4%
NA
2402
Navellier & Associates
Nevada
$854K – – –
SIAS
2403
Summit Investment Advisory Services
Minnesota
$848K +$848K +1,469 New
PWP
2404
Perfromance Wealth Partners
Illinois
$844K -$100K -174 -11%
AC
2405
Apella Capital
Connecticut
$842K +$38.3K +67 +5%
AWAG
2406
ARS Wealth Advisors Group
Florida
$841K +$12.7K +22 +2%
NL
2407
Navalign LLC
California
$839K -$156K -271 -16%
C
2408
CEDRUS
Colorado
$838K -$78.5K -136 -9%
RFM
2409
Royal Fund Management
Florida
$833K +$401K +694 +93%
SC
2410
Shearwater Capital
Colorado
$832K – – –
LWM
2411
LongView Wealth Management
Georgia
$832K +$111K +192 +15%
TFA
2412
Teamwork Financial Advisors
Texas
$830K -$70.4K -122 -8%
AW
2413
Avion Wealth
Texas
$830K +$97.5K +169 +13%
MAM
2414
McLean Asset Management
Virginia
$829K – – –
BWM
2415
BNC Wealth Management
Oregon
$829K -$56.5K -98 -6%
IFO
2416
Independent Family Office
New York
$827K – – –
CAM
2417
Close Asset Management
United Kingdom
$825K +$403K +698 +95%
SRCM
2418
Signature Resources Capital Management
California
$822K -$66.9K -116 -8%
AGA
2419
Arkos Global Advisors
Texas
$821K +$28.8K +50 +4%
CWA
2420
Clearview Wealth Advisors
Oregon
$817K +$1.15K +2 +0.1%
CWM
2421
Chemistry Wealth Management
New York
$816K -$1.15K -2 -0.1%
AWA
2422
Amplius Wealth Advisors
Pennsylvania
$812K +$2.89K +5 +0.4%
BSI
2423
Bennett Selby Investments
Maine
$812K – – –
CISOA
2424
Capital Investment Services of America
Wisconsin
$812K – – –
SWM
2425
Seaside Wealth Management
California
$810K -$17.3K -30 -2%
95 96
97
98 99