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iShares Core S&P 500 ETF

3,066 hedge funds and large institutions have $334B invested in iShares Core S&P 500 ETF in 2024 Q1 according to their latest regulatory filings, with 197 funds opening new positions, 1,304 increasing their positions, 1,212 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,066
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.44%
Holding in Top 10
996
Holding in Top 10 Change
+26
Holding in Top 10 Change %
+2.68%
% of All Funds
14.44%
New
197
Increased
1,304
Reduced
1,212
Closed
91
Calls
$416M
Puts
$325M
Net Calls
+$90.2M
Net Calls Change
+$75.6M
Name Holding Trade Value Shares
Change
Shares
Change %
ACIM
2476
Azimuth Capital Investment Management
Michigan
$579K -$37.3K -71 -6%
TFGT
2477
TS Financial Group (TSFG)
Illinois
$578K -$629K -1,198 -52%
LFG
2478
Lockerman Financial Group
California
$578K -$368K -700 -39%
STCOSD
2479
Sageworth Trust Company of South Dakota
South Dakota
$578K -$354K -673 -38%
PWA
2480
Provenance Wealth Advisors
Florida
$577K -$75.2K -143 -12%
AWM
2481
Activest Wealth Management
Florida
$576K -$13.7K -26 -2%
RCM
2482
Richardson Capital Management
Wisconsin
$574K +$416K +792 +264%
BST
2483
Bath Savings Trust
Maine
$573K -$22.6K -43 -4%
TAM
2484
Tucker Asset Management
Colorado
$572K -$30.5K -58 -5%
AWM
2485
Accurate Wealth Management
Florida
$572K +$214K +431 +60%
TPWM
2486
Twelve Points Wealth Management
Massachusetts
$568K
HDIM
2487
Hanson & Doremus Investment Management
Vermont
$568K -$28.4K -54 -5%
CWM
2488
Compass Wealth Management
Connecticut
$567K
WGC
2489
Watts Gwilliam & Co
Arizona
$567K +$567K +1,077 New
HCM
2490
HMS Capital Management
Tennessee
$566K -$5.26K -10 -0.9%
FNBOMD
2491
First National Bank of Mount Dora
Florida
$566K
PFG
2492
Prosperity Financial Group
California
$563K +$93.6K +178 +20%
HA
2493
Hofer & Associates
California
$563K -$1.05K -2 -0.2%
FCT
2494
First Community Trust
Iowa
$563K
HPIA
2495
Hamilton Point Investment Advisors
North Carolina
$561K
LWM
2496
LongView Wealth Management
Georgia
$559K +$26.8K +51 +5%
UWM
2497
USAdvisors Wealth Management
Minnesota
$556K -$49.9K -95 -8%
IWM
2498
Iams Wealth Management
Nebraska
$551K -$703K -1,382 -56%
MFG
2499
Monte Financial Group
Connecticut
$549K +$80.4K +153 +17%
SDWIA
2500
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$548K +$6.84K +13 +1%