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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 %
FC
1201
Fulcrum Capital
Washington
$9.03M -$6.61M -11,467 -42%
GEA
1202
Glen Eagle Advisors
New Jersey
$8.99M -$57.7K -100 -0.6%
LG
1203
Leuthold Group
Minnesota
$8.98M -$113K -196 -1%
DC
1204
Davenport & Co
Virginia
$8.95M +$259K +449 +3%
MF
1205
Meridian Financial
Massachusetts
$8.94M -$217K -376 -2%
RW
1206
Regimen Wealth
Georgia
$8.93M -$41K -71 -0.5%
EWM
1207
Empirical Wealth Management
Washington
$8.91M +$833K +1,444 +10%
CIR
1208
Clear Investment Research
Georgia
$8.89M -$534K -926 -6%
PAG
1209
Private Advisory Group
Washington
$8.86M +$178K +309 +2%
CPA
1210
Cardiff Park Advisors
California
$8.85M -$73.3K -127 -0.8%
FPCG
1211
Forum Private Client Group
Indiana
$8.84M +$9.23K +16 +0.1%
YLHM
1212
Yelin Lapidot Holdings Management
Israel
$8.84M +$66.3K +115 +0.8%
SL
1213
Salomon & Ludwin
Virginia
$8.75M -$485K -841 -5%
RCIM
1214
Red Cedar Investment Management
Michigan
$8.73M -$840K -1,457 -9%
FIM
1215
Fernwood Investment Management
Massachusetts
$8.73M -$5.78M -10,013 -40%
NL
1216
NEPC LLC
Massachusetts
$8.73M
MWM
1217
MBE Wealth Management
Wisconsin
$8.71M -$407K -705 -4%
SCM
1218
SOL Capital Management
Maryland
$8.69M -$322K -558 -4%
OPA
1219
Old Port Advisors
Maine
$8.67M +$600K +1,041 +7%
MMRF
1220
Michelson Medical Research Foundation
California
$8.65M
IIC
1221
Integrated Investment Consultants
Michigan
$8.63M -$461K -799 -5%
SGK
1222
Steigerwald Gordon & Koch
Virginia
$8.6M +$43.3K +75 +0.5%
AEPWM
1223
Atlantic Edge Private Wealth Management
Florida
$8.6M +$132K +228 +2%
FW
1224
Fidato Wealth
Ohio
$8.6M -$295K -512 -3%
WSFG
1225
Wall Street Financial Group
Illinois
$8.58M +$3.84M +6,653 +81%