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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 %
NC
2651
NewSquare Capital
Pennsylvania
$504K -$545K -944 -52%
PCM
2652
Piedmont Capital Management
Montana
$503K +$190K +324 +61%
USB
2653
Union Savings Bank
Connecticut
$502K -$4.04K -7 -0.8%
MA
2654
MAS Advisors
Florida
$502K -$5.19K -9 -1%
IPA
2655
Investment Planning Advisors
Georgia
$501K
FCT
2656
Family Capital Trust
Massachusetts
$501K
JWBC
2657
John W. Brooker & Co
California
$501K +$54.8K +95 +12%
CFFP
2658
Center for Financial Planning
Michigan
$500K
PWS
2659
Proactive Wealth Strategies
Georgia
$499K +$499K +866 New
SCM
2660
Sollinda Capital Management
Florida
$498K
SIC
2661
SJS Investment Consulting
Ohio
$497K
SHFA
2662
SS&H Financial Advisors
Michigan
$495K +$72.7K +126 +17%
TSW
2663
Thompson Siegel & Walmsley
Virginia
$494K +$494K +856 New
LFA
2664
Longview Financial Advisors
Alabama
$492K -$62.9K -109 -11%
SFS
2665
Security Financial Services
Indiana
$491K -$38.6K -67 -7%
MGI
2666
MayTech Global Investments
New York
$490K -$128K -222 -21%
IPW
2667
Inlet Private Wealth
Florida
$490K -$30.6K -53 -6%
GC
2668
Guidance Capital
Kentucky
$489K -$6.46K -11 -1%
FPGT
2669
Financial Partners Group (Tennessee)
Tennessee
$489K +$2.31K +4 +0.5%
Capital International Investors
2670
Capital International Investors
California
$489K +$489K +851 New
EWA
2671
Evolution Wealth Advisors
Florida
$489K +$489K +847 New
AIS
2672
AM Investment Strategies
Tennessee
$487K +$104K +181 +27%
POIA
2673
Pin Oak Investment Advisors
Texas
$486K
CNTOF
2674
Canandaigua National Trust of Florida
New York
$485K +$485K +840 New
KAM
2675
Kraft Asset Management
Tennessee
$484K