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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 %
BAM
2876
Byrne Asset Management
New Jersey
$321K +$321K +557 New
DBIA
2877
Dumont & Blake Investment Advisors
New Jersey
$321K -$376K -652 -54%
FTIS
2878
First Trust Investment Solutions
Florida
$321K +$93.5K +162 +41%
BZWA
2879
Blue Zone Wealth Advisors
California
$321K +$98.6K +171 +44%
EC
2880
Eaton-Cambridge
Arizona
$320K -$5.77K -10 -2%
I
2881
IMPACTfolio
Colorado
$318K
BCMO
2882
Buckingham Capital Management (Ohio)
Ohio
$317K -$108K -187 -25%
CPA
2883
Capital Planning Advisors
California
$316K
CCB
2884
Cutter & Co Brokerage
Missouri
$316K +$12.7K +22 +4%
DOA
2885
D'Orazio & Associates
Virginia
$316K +$576 +1 +0.2%
APA
2886
Astoria Portfolio Advisors
New York
$316K +$316K +542 New
SAI
2887
Systematic Alpha Investments
New Jersey
$314K
GWM
2888
Grand Wealth Management
Michigan
$313K +$99.2K +172 +46%
AWA
2889
Acorn Wealth Advisors
Michigan
$313K -$280K -486 -47%
LCM
2890
LVM Capital Management
Michigan
$312K
PAM
2891
Palisade Asset Management
Minnesota
$312K -$19.6K -34 -6%
SWP
2892
ShoreHaven Wealth Partners
New Jersey
$311K -$1.73K -3 -0.6%
GGV
2893
GG Group Ventures
Florida
$311K -$98.4K -165 -24%
BFWM
2894
Bright Futures Wealth Management
New York
$310K -$63.5K -109 -17%
HTIM
2895
Harbour Trust & Investment Management
Indiana
$309K
IA
2896
IMZ Advisory
Florida
$309K -$34.5K -60 -10%
ECA
2897
Elevation Capital Advisory
Oregon
$308K +$308K +534 New
PHS
2898
Pekin Hardy Strauss
Illinois
$306K -$5.19K -9 -2%
AWP
2899
Abacus Wealth Partners
California
$305K -$213K -369 -41%
SJL
2900
Shayne & Jacobs LLC
Tennessee
$304K -$3.46K -6 -1%