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iShares Core S&P 500 ETF

3,095 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
3,095
Holders Change
+30
Holders Change %
+0.98%
% of All Funds
45.02%
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 %
SIAS
3151
Summit Investment Advisory Services
Minnesota
-$954K -1,815 Closed
ACM
3152
AUA Capital Management
Pennsylvania
-$765K -1,454 Closed
OFS
3153
OneAscent Financial Services
Alabama
-$700K -1,332 Closed
TFG
3154
Tilson Financial Group
New Jersey
-$626K -1,190 Closed
CI
3155
CPR Investments
Michigan
-$613K -1,166 Closed
WA
3156
Wealthstar Advisors
Texas
-$587K -1,117 Closed
RCM
3157
Radnor Capital Management
Pennsylvania
-$527K -1,002 Closed
AMG
3158
Advisors Management Group
Wisconsin
-$517K -984 Closed
NSB
3159
Norway Savings Bank
Maine
-$510K -971 Closed
RWM
3160
Revisor Wealth Management
Ohio
-$378K -753 Closed
XT
3161
XTX Topco
Cayman Islands
-$371K -705 Closed
FCAM
3162
First Citizens Asset Management
North Carolina
-$369K -701 Closed
KFG
3163
Kingdom Financial Group
Arizona
-$347K -660 Closed
TW
3164
Towerpoint Wealth
California
-$346K -658 Closed
RCM
3165
RB Capital Management
Nevada
-$329K -626 Closed
MA
3166
Mezzasalma Advisors
New Jersey
-$320K -608 Closed
TSWM
3167
Triangle Securities Wealth Management
North Carolina
-$319K -606 Closed
PIWA
3168
Prevail Innovative Wealth Advisors
Kansas
-$318K -605 Closed
BMM
3169
Berkshire Money Management
Massachusetts
-$299K -568 Closed
CAP
3170
Columbia Advisory Partners
Washington
-$292K -555 Closed
SIAP
3171
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$289K -550 Closed
CVA
3172
Central Valley Advisors
California
-$284K -542 Closed
HIA
3173
HTG Investment Advisors
Connecticut
-$264K -503 Closed
GDP
3174
Great Diamond Partners
Maine
-$256K -486 Closed
RRWA
3175
Rainey & Randall Wealth Advisors
Florida
-$254K -484 Closed