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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 %
CIP
2426
Chartwell Investment Partners
Pennsylvania
$704K – – –
BWP
2427
Balboa Wealth Partners
Arizona
$698K +$82.1K +150 +13%
AP
2428
Americana Partners
Texas
$697K +$68.4K +125 +11%
MAS
2429
Madden Advisory Services
Florida
$696K +$6.02K +11 +0.9%
AW
2430
Avion Wealth
Texas
$695K +$16.4K +30 +2%
FNBOMD
2431
First National Bank of Mount Dora
Florida
$694K +$106K +193 +18%
ERIM
2432
Eagle Ridge Investment Management
Connecticut
$694K -$1.1K -2 -0.2%
AWM
2433
Accurate Wealth Management
Florida
$694K +$45.2K +80 +7%
SWIG
2434
Strategic Wealth Investment Group
Kentucky
$691K +$691K +1,259 New
CB
2435
Chris Bulman
California
$691K +$691K +1,262 New
ACA
2436
Anchor Capital Advisors
Massachusetts
$688K +$27.9K +51 +4%
BST
2437
Bath Savings Trust
Maine
$685K +$89.2K +163 +15%
WA1
2438
Wimmer Associates 1
California
$684K – – –
LWM
2439
LongView Wealth Management
Georgia
$684K +$102K +186 +17%
TF
2440
Tenon Financial
New Jersey
$677K +$547 +1 +0.1%
MWM
2441
Mittelman Wealth Management
Massachusetts
$676K -$43.2K -79 -6%
KPP
2442
Kings Path Partners
Texas
$676K +$676K +1,236 New
VWM
2443
VCI Wealth Management
Missouri
$670K +$118K +216 +21%
RFA
2444
Register Financial Advisors
Georgia
$670K -$2.19K -4 -0.3%
GF
2445
GGM Financials
Ohio
$670K +$670K +1,224 New
SDWIA
2446
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$668K +$97.5K +178 +17%
OBWP
2447
O'Brien Wealth Partners
Massachusetts
$668K -$7.11K -13 -1%
DLCIG
2448
D.L. Carlson Investment Group
New Hampshire
$667K – – –
FFG
2449
Fiduciary Financial Group
California
$667K +$667K +1,174 New
MC
2450
Martin & Co
Tennessee
$666K – – –
96 97
98
99 100