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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 %
CPC
2501
Consolidated Planning Corp
Georgia
$548K
SMA
2502
Seven Mile Advisory
New Jersey
$547K
SOAG
2503
Silver Oak Advisory Group
Oregon
$547K -$5.27K -10 -1%
BWS
2504
Buck Wealth Strategies
Colorado
$546K -$13M -24,634 -96%
DAM
2505
Delta Asset Management
Tennessee
$541K -$2.63K -5 -0.5%
ETIA
2506
Epic Trust Investment Advisors
Washington
$540K
CFAM
2507
Center For Asset Management
Florida
$540K -$108K -206 -17%
UBV
2508
United Bank (Virginia)
Virginia
$539K
CFFP
2509
Center for Financial Planning
Michigan
$539K +$84.1K +160 +18%
RWS
2510
Resolute Wealth Strategies
Mississippi
$539K -$50K -95 -8%
MLL
2511
Moody Lynn & Lieberson
Massachusetts
$538K
AWM
2512
Aries Wealth Management
Maine
$536K -$45.2K -86 -8%
CIC
2513
Chilton Investment Company
Connecticut
$536K +$300K +571 +127%
JJBC
2514
James J. Burns & Company
New York
$535K -$4.96M -9,503 -90%
FA
2515
Fiduciary Alliance
South Carolina
$533K -$158K -301 -23%
MPCG
2516
Matrix Private Capital Group
New York
$532K
CSB
2517
City State Bank
Iowa
$532K
UBG
2518
United Bank (Georgia)
Georgia
$532K +$78.3K +149 +17%
SP
2519
Stonebrook Private
Michigan
$531K +$77.8K +148 +17%
RFN
2520
RDA Financial Network
Iowa
$531K -$47.9K -91 -8%
SF
2521
Safeguard Financial
Wisconsin
$530K +$178K +339 +51%
VWM
2522
VCI Wealth Management
Missouri
$530K -$84.1K -160 -14%
WCM
2523
Whitener Capital Management
North Carolina
$529K -$160K -304 -23%
RCM
2524
Radnor Capital Management
Pennsylvania
$527K
EB
2525
Eastern Bank
Massachusetts
$526K