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iShares Core S&P 500 ETF

3,568 hedge funds and large institutions have $453B invested in iShares Core S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 529 funds opening new positions, 1,390 increasing their positions, 1,232 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,568
Holders Change
+386
Holders Change %
+12.13%
% of All Funds
47.49%
Holding in Top 10
1,164
Holding in Top 10 Change
+142
Holding in Top 10 Change %
+13.89%
% of All Funds
15.49%
New
529
Increased
1,390
Reduced
1,232
Closed
81
Calls
$1.12B
Puts
$1.64B
Net Calls
-$518M
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Shares
Change %
CPA
2951
Cathy Pareto & Associates
Florida
$497K +$497K +844 New
EB
2952
Emprise Bank
Kansas
$497K +$497K +844 New
DCM
2953
Davis Capital Management
Florida
$496K -$30.6K -52 -6%
GSF
2954
Grove Street Fiduciary
New Hampshire
$495K +$495K +841 New
BFA
2955
Buttonwood Financial Advisors
Maryland
$492K +$4.12K +7 +0.8%
HCMG
2956
Howard Capital Management Group
California
$490K
EB
2957
Exchange Bank
California
$490K +$196K +333 +67%
WIM
2958
Westside Investment Management
California
$489K +$115K +196 +31%
AC
2959
Annandale Capital
Texas
$488K
PD
2960
Planning Directions
Pennsylvania
$486K -$2.36K -4 -0.5%
POIA
2961
Pin Oak Investment Advisors
Texas
$486K
OPPS
2962
Obsidian Personal Planning Solutions
Maryland
$484K +$91.9K +152 +23%
TFG
2963
Taylor Financial Group
Virginia
$483K
CNTOF
2964
Canandaigua National Trust of Florida
New York
$482K -$13K -22 -3%
WIP
2965
WealthCare Investment Partners
Rhode Island
$481K -$11.2K -19 -2%
LFA
2966
Longview Financial Advisors
Alabama
$481K -$21.2K -36 -4%
BSG
2967
Black Swift Group
Colorado
$480K +$140K +238 +41%
AMBIA
2968
Allen Mooney & Barnes Investment Advisors
Georgia
$479K
SFS
2969
Security Financial Services
Indiana
$479K -$21.8K -37 -4%
MIC
2970
Meridian Investment Counsel
California
$477K
RB
2971
Richmond Brothers
Michigan
$476K
LA
2972
LVW Advisors
New York
$475K -$1.18K -2 -0.2%
RTC
2973
Riverview Trust Company
Washington
$474K -$11.8K -20 -2%
MKA
2974
M. Kulyk & Associates
Georgia
$473K
FA
2975
Fagan Associates
New York
$472K