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iShares Core S&P 500 ETF
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Overview Fund Activity

3,181 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.

Holders
3,181
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
14.79%
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
1
Bank of America
North Carolina
$14.5B
2
Squarepoint
2
Squarepoint
New York
$5.65B
3
Morgan Stanley
3
Morgan Stanley
New York
$14.4B
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12.1B
5
BlackRock
5
BlackRock
New York
$39.5B

Top Sellers

1
CM
1
Capula Management
Cayman Islands
$0
2
SFC
2
Strategic Financial Concepts
Texas
$2.06M
3
SWM
3
Scissortail Wealth Management
Oklahoma
$14.9M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$20B
5
LWM
5
Liberty Wealth Management
California
$41.4M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$39.5B 68,428,453 +2,031,746 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$20B 34,647,971 -1,398,981 -4%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$16.9B 29,291,410 +932,975 +3%
Bank of America
4
Bank of America
North Carolina
$14.5B 25,216,794 +9,322,659 +59%
Morgan Stanley
5
Morgan Stanley
New York
$14.4B 24,931,799 +3,128,222 +14%
Marshall Wace
6
Marshall Wace
United Kingdom
$13.4B 23,161,000 +648,000 +3%
Creative Planning
7
Creative Planning
Kansas
$12.3B 21,368,471 +257,499 +1%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$12.1B 20,924,985 +2,187,803 +12%
Wells Fargo
9
Wells Fargo
California
$9.21B 15,966,218 +138,485 +0.9%
PNC Financial Services Group
10
PNC Financial Services Group
Pennsylvania
$8.53B 14,785,364 -28,084 -0.2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.91B 13,720,852 +37,213 +0.3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.92B 11,988,989 -1,039,174 -8%
Goldman Sachs
13
Goldman Sachs
New York
$6.85B 11,883,703 -1,274,705 -10%
Jones Financial Companies
14
Jones Financial Companies
Missouri
$6.64B 11,574,855 +574,622 +5%
Squarepoint
15
Squarepoint
New York
$5.65B 9,796,175 +5,396,175 +123%
LPL Financial
16
LPL Financial
California
$5.2B 9,010,849 +31,685 +0.4%
FCAS
17
First Command Advisory Services
Texas
$5.09B 8,819,217 +13,327 +0.2%
CI Investments Inc
18
CI Investments Inc
Ontario, Canada
$4.77B 8,269,682 – –
Truist Financial
19
Truist Financial
North Carolina
$4.25B 7,367,344 +491,026 +7%
Ameriprise
20
Ameriprise
Minnesota
$3.95B 6,838,417 -178,854 -3%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$3.71B 6,440,228 -259,421 -4%
US Bancorp
22
US Bancorp
Minnesota
$3.66B 6,352,964 -135,629 -2%
Wealth Enhancement Advisory Services
23
Wealth Enhancement Advisory Services
Minnesota
$3.56B 6,170,596 +367,026 +6%
Northern Trust
24
Northern Trust
Illinois
$3.41B 5,915,891 +358,902 +6%
Millennium Management
25
Millennium Management
New York
$2.77B 4,803,669 -1,209,506 -20%
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