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iShares Core S&P 500 ETF

3,096 hedge funds and large institutions have $362B invested in iShares Core S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 1,325 increasing their positions, 1,212 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,096
Holders Change
+30
Holders Change %
+0.98%
% of All Funds
45.03%
Holding in Top 10
1,001
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.5%
% of All Funds
14.56%
New
173
Increased
1,325
Reduced
1,212
Closed
101
Calls
$388M
Puts
$517M
Net Calls
-$129M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Shares
Change %
FPF
2901
First Pacific Financial
Washington
$248K -$27.4K -50 -10%
CH
2902
Canton Hathaway
Rhode Island
$248K
OA
2903
Oxbow Advisors
Texas
$247K
CPCP
2904
Cedar Point Capital Partners
Iowa
$247K
ONST
2905
Old North State Trust
North Carolina
$246K -$13.1K -24 -5%
BIM
2906
Breakwater Investment Management
Washington
$246K
JSC
2907
Jackson Square Capital
California
$246K +$246K +449 New
BIA
2908
Benchmark Investment Advisors
Illinois
$245K -$9.86K -18 -4%
SWM
2909
Silverlake Wealth Management
Vermont
$244K -$1.1K -2 -0.4%
TNAM
2910
Terra Nova Asset Management
New York
$244K +$547 +1 +0.2%
SFG
2911
SevenBridge Financial Group
Pennsylvania
$241K
CWM
2912
CarsonAllaria Wealth Management
Illinois
$241K -$243K -443 -50%
HWMC
2913
Heritage Wealth Management (California)
California
$239K
DWAM
2914
Duncan Williams Asset Management
Tennessee
$237K -$4.38K -8 -2%
FIC
2915
Family Investment Center
Missouri
$237K
EWM
2916
Elevatus Welath Management
New York
$237K +$4.93K +9 +2%
FPIS
2917
Financial Planning & Information Services
Wisconsin
$237K -$10.9K -20 -4%
PSP
2918
Pacific Sage Partners
Washington
$237K
AIM
2919
Alhambra Investment Management
Florida
$236K
IIA
2920
IPG Investment Advisors
California
$235K +$235K +430 New
LG
2921
LaFleur & Godfrey
Michigan
$235K
CIC
2922
Chilton Investment Company
Connecticut
$234K -$323K -591 -58%
IGGA
2923
Iron Gate Global Advisors
Utah
$233K +$233K +426 New
SC
2924
Schiavi & Co
Delaware
$231K +$18.1K +33 +8%
APS
2925
American Planning Services
Florida
$230K