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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 %
HAIM
2601
Hunter Associates Investment Management
Pennsylvania
$559K
BB
2602
Bell Bank
North Dakota
$551K +$33.5K +58 +6%
JSC
2603
Jackson Square Capital
California
$551K +$292K +506 +113%
RFN
2604
Redwood Financial Network
Ohio
$551K +$81.3K +141 +17%
HHAA
2605
Henry H. Armstrong Associates
Pennsylvania
$549K
CFSG
2606
Clark Financial Services Group
Missouri
$549K +$308K +534 +128%
MSWM
2607
Mowery & Schoenfeld Wealth Management
Illinois
$547K +$7.5K +13 +1%
KV
2608
Kickstand Ventures
New York
$546K -$24.2K -42 -4%
LRPA
2609
L. Roy Papp & Associates
Arizona
$545K
USWIA
2610
UP Strategic Wealth Investment Advisors
Pennsylvania
$543K
RW
2611
Rockport Wealth
Ohio
$542K +$542K +940 New
IIA
2612
Integral Investment Advisors
California
$542K
AWM
2613
Austin Wealth Management
Texas
$538K -$53.1K -93 -9%
WH
2614
Willner & Heller
California
$538K -$23.7K -41 -4%
PWG
2615
Private Wealth Group
Florida
$537K
NIM
2616
Nicollet Investment Management
Minnesota
$537K
CRWM
2617
Castle Rock Wealth Management
California
$536K +$1.15K +2 +0.2%
MAWCM
2618
Mine & Arao Wealth Creation & Management
California
$535K
ACIM
2619
Azimuth Capital Investment Management
Michigan
$535K -$100K -174 -16%
WCM
2620
Whitener Capital Management
North Carolina
$534K -$6.34K -11 -1%
ISWM
2621
Independent Solutions Wealth Management
New York
$534K +$163K +283 +44%
FMI
2622
Fiduciary Management Inc
Wisconsin
$534K +$534K +925 New
TA
2623
TruWealth Advisors
Louisiana
$534K +$10.4K +18 +2%
RCM
2624
Richardson Capital Management
Wisconsin
$533K
FSG
2625
Financial Strategies Group
Michigan
$526K