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iShares Core S&P 500 ETF

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
Name Holding Trade Value Shares
Change
Shares
Change %
BST
2476
Bath Savings Trust
Maine
$724K +$2.31K +4 +0.3%
IWM
2477
Iams Wealth Management
Nebraska
$724K +$65.8K +114 +10%
AA
2478
Addison Advisors
Vermont
$722K -$58.3K -101 -7%
WA1
2479
Wimmer Associates 1
California
$721K
CF
2480
Convergence Financial
Missouri
$718K -$167K -289 -19%
CCA
2481
Conservest Capital Advisors
Pennsylvania
$717K
TF
2482
Tenon Financial
New Jersey
$715K +$1.15K +2 +0.2%
CWM
2483
Collaborative Wealth Management
Florida
$714K +$66.9K +116 +10%
DCM
2484
Donaldson Capital Management
Indiana
$712K -$65.8K -114 -8%
RFA
2485
Register Financial Advisors
Georgia
$711K +$5.19K +9 +0.7%
CSPAM
2486
Cary Street Partners Asset Management
Virginia
$708K +$305K +528 +76%
IAP
2487
Indie Asset Partners
Indiana
$707K +$268K +464 +61%
LIG
2488
Lokken Investment Group
Delaware
$707K -$174K -301 -20%
DBRC
2489
D.B. Root & Company
Pennsylvania
$706K +$380K +659 +117%
OBWP
2490
O'Brien Wealth Partners
Massachusetts
$704K
DLCIG
2491
D.L. Carlson Investment Group
New Hampshire
$704K
FRA
2492
Front Row Advisors
California
$703K -$199K -345 -22%
MSG
2493
Main Street Group
Virginia
$703K -$45K -78 -6%
MC
2494
Martin & Co
Tennessee
$702K
FMB
2495
Field & Main Bank
Kentucky
$701K -$112K -194 -14%
MIAS
2496
Mason Investment Advisory Services
Virginia
$701K -$143K -248 -17%
PIFP
2497
Partners in Financial Planning
Virginia
$700K
NEWAS
2498
N.E.W. Advisory Services
Wisconsin
$700K -$277K -480 -28%
LJHT
2499
Laurie J. Hall Trustee
$699K -$43.3K -75 -6%
MWM
2500
Mittelman Wealth Management
Massachusetts
$699K -$14.4K -25 -2%