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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 %
AFG
3101
Albion Financial Group
Utah
$114K -$367K -635 -76%
MRCM
3102
M&R Capital Management
New Jersey
$108K
FF
3103
Friedenthal Financial
New Jersey
$107K +$13.9K +24 +15%
BAM
3104
Bellevue Asset Management
Washington
$107K
RP
3105
Rice Partnership
Hawaii
$106K
BIC
3106
Beach Investment Counsel
Pennsylvania
$101K
AGWCA
3107
Annis Gardner Whiting Capital Advisors
Florida
$98.9K
EWA
3108
Elevate Wealth Advisory
Georgia
$98.6K
LIS
3109
Legacy Investment Solutions
Idaho
$97.8K +$97.8K +163 New
LWMI
3110
Legacy Wealth Management (Idaho)
Idaho
$97.8K +$97.8K +163 New
KWAG
3111
Kiely Wealth Advisory Group
North Carolina
$95.6K
AWM
3112
Atticus Wealth Management
Florida
$88.3K +$11K +19 +14%
OCM
3113
Osterweis Capital Management
California
$87.7K -$83.2K
PCM
3114
Perritt Capital Management
Illinois
$84.8K +$577 +1 +0.7%
AF
3115
Aviso Financial
Ontario, Canada
$80.8K
GPFA
3116
Game Plan Financial Advisors
Ohio
$80.2K
OW
3117
Olistico Wealth
Oklahoma
$80.2K +$80.2K +139 New
WAM
3118
WFA Asset Management
Wisconsin
$74.6K -$34.7K -60 -32%
S
3119
Syntrinsic
Colorado
$73.2K +$55.8K +96 +320%
MAM
3120
Marquette Asset Management
Minnesota
$72.1K +$36.3K +63 +102%
RWM
3121
Reston Wealth Management
Virginia
$71.2K +$71.2K +123 New
ATC
3122
Adirondack Trust Company
New York
$69.8K
PBK
3123
Peoples Bank (Kansas)
Kansas
$69.8K +$69.8K +121 New
FFA
3124
Fairfield Financial Advisors
Massachusetts
$67.4K -$5.18K -9 -7%
FFC
3125
First Financial Corp
Indiana
$66.9K