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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 %
LDB
2751
Lee, Danner & Bass
Tennessee
$416K -$8.66K -15 -2%
MVA
2752
Mount Vernon Associates
Maryland
$416K
FFA
2753
Florida Financial Advisors
Florida
$415K +$138K +239 +50%
OHWP
2754
Oak Harbor Wealth Partners
North Carolina
$411K -$12.7K -22 -3%
RFS
2755
Richardson Financial Services
Massachusetts
$411K +$126K +226 +44%
FCG
2756
Fielder Capital Group
Tennessee
$410K
SPI
2757
Sutton Place Investors
New York
$408K +$10.4K +18 +3%
SGWM
2758
Sterling Group Wealth Management
California
$407K
KNW
2759
Kesler Norman & Wride
Utah
$407K
CW
2760
Channel Wealth
California
$407K +$49K +85 +14%
CHC
2761
City Holding Co
West Virginia
$405K +$59.4K +103 +17%
MAWAG
2762
Mid-American Wealth Advisory Group
Missouri
$404K -$115K -200 -22%
WAG
2763
Wiser Advisor Group
Arizona
$404K -$21.9K -38 -5%
NAMM
2764
NorthStar Asset Management (Massachusetts)
Massachusetts
$401K -$14.4K -25 -3%
CGH
2765
Crossmark Global Holdings
Texas
$401K
CPWM
2766
Cypress Point Wealth Management
Texas
$400K
IWP
2767
Insight Wealth Partners
Texas
$400K
HWM
2768
Hassell Wealth Management
Louisiana
$400K +$10.3K +18 +3%
DK
2769
David Kennon
Florida
$400K
GI
2770
Gradient Investments
Minnesota
$397K -$1.63M -2,823 -80%
ACM
2771
Alpha Capital Management
Texas
$396K
TPW
2772
TL Private Wealth
Texas
$396K -$12.5K -22 -3%
CAM
2773
Congress Asset Management
Massachusetts
$396K -$129K -223 -25%
AIA
2774
Allied Investment Advisors
Montana
$396K +$396K +686 New
MSS
2775
Mitchell Sinkler & Starr
Pennsylvania
$396K