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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 %
NHFG
2551
New Harbor Financial Group
Massachusetts
$497K +$526 +1 +0.1%
WH
2552
Willner & Heller
California
$497K +$44.7K +85 +10%
CA
2553
Cambridge Advisors
Nebraska
$496K
VRM
2554
Vectors Research Management
New York
$495K -$1.05K -2 -0.2%
PA
2555
Probity Advisors
Texas
$495K -$73.6K -140 -13%
TWM
2556
Tanager Wealth Management
United Kingdom
$494K
MSWM
2557
Mowery & Schoenfeld Wealth Management
Illinois
$492K -$393K -747 -44%
NLP
2558
Next Level Private
New York
$490K -$335K -637 -41%
SHA
2559
Seneca House Advisors
Virginia
$484K -$2.1K -4 -0.4%
NIM
2560
Nicollet Investment Management
Minnesota
$483K +$4.21K +8 +0.9%
MP
2561
McDonald Partners
Ohio
$480K -$89.3K -170 -16%
SAM
2562
Sequent Asset Management
Texas
$478K
RB
2563
Richmond Brothers
Michigan
$477K -$5.78K -11 -1%
IHWM
2564
Iron Horse Wealth Management
Iowa
$476K
NWA
2565
Navis Wealth Advisors
New York
$475K +$32.1K +61 +7%
FCCM
2566
First City Capital Management
Georgia
$474K
RCG
2567
Regatta Capital Group
California
$474K -$192K -366 -29%
CCA
2568
Cravens & Co Advisors
Tennessee
$473K
MAWCM
2569
Mine & Arao Wealth Creation & Management
California
$472K +$112K +213 +31%
CAC
2570
Core Alternative Capital
Georgia
$470K +$470K +894 New
BCMO
2571
Buckingham Capital Management (Ohio)
Ohio
$469K -$58.4K -111 -11%
GSB
2572
Greenfield Savings Bank
Massachusetts
$469K
CRWM
2573
Castle Rock Wealth Management
California
$468K -$39.2K -78 -8%
FSG
2574
Financial Strategies Group
Michigan
$468K
NA
2575
Nordwand Advisors
Pennsylvania
$465K +$129K +245 +38%