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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 %
MWM
2501
Marion Wealth Management
Pennsylvania
$698K -$92.3K -160 -12%
VWM
2502
VCI Wealth Management
Missouri
$697K -$9.81K -17 -1%
ERIM
2503
Eagle Ridge Investment Management
Connecticut
$696K -$35.2K -61 -5%
CWP
2504
Concord Wealth Partners
Virginia
$696K +$2.31K +4 +0.3%
RIP
2505
RAM Investment Partners
Washington
$692K +$4.62K +8 +0.7%
ACA
2506
Atlas Capital Advisors
Wyoming
$686K +$6.92K +12 +1%
PFG
2507
Prosperity Financial Group
California
$686K +$68.1K +118 +11%
RCM
2508
Radnor Capital Management
Pennsylvania
$686K +$686K +1,189 New
SFS
2509
Sharp Financial Services
Pennsylvania
$684K +$121K +210 +22%
TCM
2510
Tandem Capital Management
New Jersey
$681K
ST
2511
Sabal Trust
Florida
$681K -$14.4K -25 -2%
MI
2512
Motiv8 Investments
Florida
$681K -$98K -170 -13%
GF
2513
GGM Financials
Ohio
$675K -$30.6K -53 -4%
AWM
2514
Aries Wealth Management
Maine
$674K
SFS
2515
Stiles Financial Services
Minnesota
$673K -$119K -206 -15%
IC
2516
Inscription Capital
Texas
$672K +$2.89K +5 +0.4%
FCM
2517
Fourpath Capital Management
Oklahoma
$670K +$670K +1,162 New
IP
2518
Ignite Planners
California
$666K -$63.5K -110 -9%
SFP
2519
Strategic Financial Planning
Texas
$662K
FWM
2520
FSA Wealth Management
Massachusetts
$662K +$662K +1,148 New
GCP
2521
Gill Capital Partners
Colorado
$659K -$28.8K -50 -4%
KF
2522
KKM Financial
Illinois
$656K +$95.2K +165 +17%
SIAG
2523
Safeguard Investment Advisory Group
California
$656K +$8.66K +15 +1%
MPIA
2524
Mountain Pacific Investment Advisers
Idaho
$655K
CWP
2525
CFM Wealth Partners
Texas
$654K +$577 +1 +0.1%