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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 %
CPCM
1426
Cornerstone Partners Capital Management
Virginia
$5.54M -$74.8M -129,727 -93%
NMG
1427
New Millennium Group
Utah
$5.52M +$2.82M +4,884 +104%
SL
1428
Sentinus LLC
Illinois
$5.52M +$971K +9,897 +21%
BWA
1429
BCU Wealth Advisors
Illinois
$5.5M -$82.5K -143 -1%
T
1430
TrueFG
Texas
$5.5M +$68.1K +118 +1%
FNWM
1431
Financial Network Wealth Management
Utah
$5.47M -$24.8K -43 -0.5%
BCA
1432
Bray Capital Advisors
Florida
$5.46M -$590K -1,022 -10%
LFG
1433
Larson Financial Group
Missouri
$5.46M +$113K +196 +2%
PAM
1434
Peak Asset Management
Colorado
$5.44M -$144K -250 -3%
WBC
1435
West Branch Capital
Massachusetts
$5.43M +$336K +583 +7%
SIC
1436
Shoker Investment Counsel
Ohio
$5.43M -$133K -230 -2%
VCM
1437
Vivaldi Capital Management
Illinois
$5.42M -$2.06M -3,569 -28%
BFW
1438
Brady Family Wealth
Missouri
$5.42M +$134K +232 +3%
CWM
1439
Chesapeake Wealth Management
Virginia
$5.41M +$1.99M +3,450 +58%
SC
1440
Steph & Co
Wisconsin
$5.41M
BB
1441
Berkshire Bank
Massachusetts
$5.38M -$99.8K -173 -2%
SP
1442
Successful Portfolios
Florida
$5.37M +$130K +226 +2%
PB
1443
Pinnacle Bancorp
Nebraska
$5.37M +$730K +1,265 +16%
WCWM
1444
Wooster Corthell Wealth Management
Connecticut
$5.34M -$297K -515 -5%
WFS
1445
WealthGarden F.S.
California
$5.34M -$638K -1,106 -11%
VT
1446
Vise Technologies
New York
$5.32M -$357K -619 -6%
SWP
1447
Semus Wealth Partners
Florida
$5.32M +$361K +625 +7%
FA
1448
FDx Advisors
Illinois
$5.31M -$178K -308 -3%
LIA
1449
Luken Investment Analytics
Tennessee
$5.29M +$1.15M +1,996 +28%
VF
1450
Vawter Financial
Ohio
$5.26M +$109K +189 +2%