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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 %
TPWM
2551
Twelve Points Wealth Management
Massachusetts
$620K -$36.9K -64 -6%
PA
2552
Paragon Advisors
Texas
$618K
HA
2553
Hofer & Associates
California
$616K -$1.15K -2 -0.2%
SI
2554
Stonekeep Investments
New Mexico
$616K +$83.1K +144 +16%
SHWM
2555
Smith & Howard Wealth Management
Georgia
$615K -$82.5K -143 -12%
HPIA
2556
Hamilton Point Investment Advisors
North Carolina
$615K
MAM
2557
Milestone Asset Management
Pennsylvania
$615K +$577 +1 +0.1%
MP
2558
McDonald Partners
Ohio
$609K +$82K +142 +16%
IPW
2559
Impact Partnership Wealth
Georgia
$609K -$265K -460 -30%
MIM
2560
Marco Investment Management
Georgia
$606K
BWP
2561
Barlow Wealth Partners
Kentucky
$606K +$102K +179 +20%
NLP
2562
Next Level Private
New York
$606K +$1.15K +2 +0.2%
SMA
2563
Seven Mile Advisory
New Jersey
$600K
HFS
2564
Haverford Financial Services
Pennsylvania
$600K
HGA
2565
Hobbs Group Advisors
South Carolina
$597K +$46.7K +81 +8%
CFAM
2566
Center For Asset Management
Florida
$597K +$2.31K +4 +0.4%
SHA
2567
Seneca House Advisors
Virginia
$595K +$20.2K +35 +4%
DW30
2568
Drucker Wealth 3.0
New Jersey
$595K -$161K -279 -21%
XT
2569
XTX Topco
Cayman Islands
$594K +$594K +1,030 New
DAM
2570
Delta Asset Management
Tennessee
$594K
RWS
2571
Resolute Wealth Strategies
Mississippi
$592K +$577 +1 +0.1%
MFG
2572
Monte Financial Group
Connecticut
$592K -$9.81K -17 -2%
GFWA
2573
Grey Fox Wealth Advisors
Delaware
$592K -$28.3K -49 -5%
KCFA
2574
Key Client Fiduciary Advisors
New Jersey
$592K -$6.35K -11 -1%
MLL
2575
Moody Lynn & Lieberson
Massachusetts
$590K