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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 %
CI
2801
Carroll Investors
South Carolina
$369K +$369K +639 New
BWL
2802
Beacon Wealthcare LLC
North Carolina
$368K +$20.2K +35 +6%
TFA
2803
Trinity Financial Advisors
Ohio
$368K -$38.7K -64 -10%
FMTCOCP
2804
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$366K
CIG
2805
Cairn Investment Group
Washington
$366K
WIM
2806
Westside Investment Management
California
$366K
SFG
2807
Synergy Financial Group
California
$366K
LFA
2808
Lauterbach Financial Advisors
Texas
$365K
TWM
2809
TriaGen Wealth Management
California
$365K
LAM
2810
Lewis Asset Management
California
$364K +$10.4K +18 +3%
VRM
2811
Vectors Research Management
New York
$362K -$46.2K -80 -11%
ACA
2812
American Capital Advisory
Idaho
$362K +$2.88K +5 +0.8%
LF
2813
LifeSteps Financial
California
$362K
IWP
2814
Invenio Wealth Partners
Florida
$360K -$50.2K -87 -12%
SFG
2815
Shum Financial Group
California
$360K +$360K +621 New
AFS
2816
AFG Fiduciary Services
Massachusetts
$359K
AC
2817
AIFG Consultants
New York
$358K -$102K -177 -22%
MGIA
2818
Matthew Goff Investment Advisor
Texas
$357K +$34K +59 +11%
DL
2819
DOHJ LLC
Washington
$357K +$97.1K +170 +37%
MG
2820
MilWealth Group
Wisconsin
$356K
FFA
2821
Fortune Financial Advisors
Kansas
$355K
PWM
2822
Prentice Wealth Management
New York
$354K -$57.7K -100 -14%
PA
2823
Probity Advisors
Texas
$354K
BC
2824
Bowman & Company
Wisconsin
$353K -$42K -73 -11%
HAM
2825
Harmony Asset Management
Arizona
$351K +$33.5K +58 +11%