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iShares Core S&P 500 ETF

3,181 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
3,181
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.01%
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 %
GC
251
Grimes & Company
Massachusetts
$138M +$966K +1,674 +0.7%
JSTA
252
Japan Science & Technology Agency
Japan
$137M
BOH
253
Bank of Hawaii
Hawaii
$135M +$669K +1,159 +0.5%
SSB
254
Sandy Spring Bank
Maryland
$135M +$66.9K +116 +0%
MFIM
255
Mesirow Financial Investment Management
Illinois
$134M +$1.76M +3,053 +1%
GAM
256
Gotham Asset Management
New York
$133M +$321K +556 +0.2%
CB
257
Commerce Bank
Missouri
$132M +$219K +379 +0.2%
PP
258
Pegasus Partners
Wisconsin
$132M +$2.95M +5,117 +2%
PFM
259
Phillips Financial Management
Indiana
$132M -$92.3K -160 -0.1%
FSWA
260
Financial Synergies Wealth Advisors
Texas
$131M +$1.61M +2,797 +1%
LGWM
261
Litman Gregory Wealth Management
California
$131M -$552K -957 -0.4%
HFBOT
262
Home Federal Bank of Tennessee
Tennessee
$131M -$781K -1,354 -0.6%
FIA
263
Foundations Investment Advisors
Arizona
$130M -$27.4M -47,428 -17%
LBC
264
Lowe Brockenbrough & Co
Virginia
$130M +$28.9M +50,021 +28%
ASN
265
Advisory Services Network
Georgia
$130M
AWM
266
Apollon Wealth Management
South Carolina
$130M +$6.17M +10,688 +5%
SWM
267
Spire Wealth Management
Virginia
$130M -$9.18M -15,910 -7%
RIS
268
Retirement Income Solutions
Michigan
$129M +$2.55M +4,417 +2%
BBA
269
BLB&B Advisors
Pennsylvania
$129M +$12.9M +22,301 +11%
FNBT
270
FineMark National Bank & Trust
Florida
$128M +$370K +641 +0.3%
RSWM
271
Robertson Stephens Wealth Management
California
$127M -$39.4M -68,366 -24%
OIA
272
OneDigital Investment Advisors
Kansas
$126M -$3.51M -6,080 -3%
RI
273
RPTC Inc
Wyoming
$126M -$4.25M -7,367 -3%
PWM
274
Perigon Wealth Management
California
$125M -$944K -1,637 -0.7%
QCG
275
Quadrant Capital Group
Ohio
$125M +$4.8M +8,327 +4%