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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 %
MWM
2951
Maltin Wealth Management
New Jersey
$268K +$1.15K +2 +0.4%
FWSM
2952
First Wilshire Securities Management
California
$268K
CFGSD
2953
Compass Financial Group (South Dakota)
South Dakota
$266K +$41K +71 +18%
SFG
2954
Sterling Financial Group
California
$265K
PAA
2955
Peregrine Asset Advisers
Oregon
$264K
CH
2956
Canton Hathaway
Rhode Island
$261K
TCMP
2957
Thrive Capital Management (Pennsylvania)
Pennsylvania
$261K -$84.7K -147 -25%
OA
2958
Oxbow Advisors
Texas
$261K
CPCP
2959
Cedar Point Capital Partners
Iowa
$260K
ONST
2960
Old North State Trust
North Carolina
$260K
EG
2961
Ellerson Group
Maryland
$260K +$43.3K +75 +20%
BIM
2962
Breakwater Investment Management
Washington
$259K
TNAM
2963
Terra Nova Asset Management
New York
$258K +$1.15K +2 +0.4%
TAM
2964
Tucker Asset Management
Colorado
$256K -$352K -610 -58%
MHR
2965
Matthew Hamilton Rosenberg
$255K -$41.5K -72 -14%
CWM
2966
CarsonAllaria Wealth Management
Illinois
$255K +$578 +1 +0.2%
BIA
2967
Benchmark Investment Advisors
Illinois
$254K -$4.03K -7 -2%
HWMC
2968
Heritage Wealth Management (California)
California
$251K
KIA
2969
Knollwood Investment Advisory
Maryland
$251K +$23.7K +41 +10%
CA
2970
Crumly & Associates
Illinois
$251K +$251K +435 New
FIC
2971
Family Investment Center
Missouri
$250K
FPIS
2972
Financial Planning & Information Services
Wisconsin
$250K
PSP
2973
Pacific Sage Partners
Washington
$250K
AC
2974
Addison Capital
Pennsylvania
$249K -$36.9K -64 -13%
AIM
2975
Alhambra Investment Management
Florida
$249K