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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 %
UAG
2601
United Advisor Group
Ohio
$445K +$178K +339 +67%
HIGP
2602
Hill Investment Group Partners
Missouri
$445K
FSA
2603
Financial Security Advisor
Virginia
$444K -$14.7K -28 -3%
POIA
2604
Pin Oak Investment Advisors
Texas
$443K +$5.26K +10 +1%
LK
2605
Lumbard & Kellner
New Hampshire
$443K
FA
2606
Fagan Associates
New York
$443K +$39.4K +75 +10%
FPGT
2607
Financial Partners Group (Tennessee)
Tennessee
$443K +$1.58K +3 +0.4%
AWP
2608
Abacus Wealth Partners
California
$441K +$138K +262 +45%
DCM
2609
Davis Capital Management
Florida
$440K +$27.8K +53 +7%
WA
2610
WealthTrust Axiom
Pennsylvania
$440K
OFP
2611
OLIO Financial Planning
Virginia
$440K
TFA
2612
Tobias Financial Advisors
Florida
$438K
HCMG
2613
Howard Capital Management Group
California
$438K -$52.5K -100 -11%
RFN
2614
Redwood Financial Network
Ohio
$438K +$12.6K +24 +3%
JWM
2615
JPL Wealth Management
Colorado
$438K +$525 +1 +0.1%
RIL
2616
Rothschild Investment LLC
Illinois
$437K -$28.4K -54 -6%
RTC
2617
Riverview Trust Company
Washington
$436K
AC
2618
Annandale Capital
Texas
$436K +$436K +829 New
TFG
2619
Team Financial Group
California
$434K -$33.1K -63 -7%
RCS
2620
Retirement Capital Strategies
California
$433K
AIM
2621
Avity Investment Management
Connecticut
$431K
CPP
2622
Capasso Planning Partners
South Carolina
$431K -$23.1K -44 -5%
MAWA
2623
Moss Adams Wealth Advisors
Washington
$430K -$283K -539 -40%
GC
2624
Guidance Capital
Kentucky
$429K -$242K -477 -36%
W
2625
WorthPointe
California
$427K +$18.9K +36 +5%