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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 %
IWP
2626
Invenio Wealth Partners
Florida
$426K
MIC
2627
Meridian Investment Counsel
California
$426K
Janus Henderson Group
2628
Janus Henderson Group
United Kingdom
$426K +$31.5K +60 +8%
LA
2629
LVW Advisors
New York
$426K -$8.41K -16 -2%
CGH
2630
Crossmark Global Holdings
Texas
$425K -$134K -256 -24%
RW
2631
RVW Wealth
California
$425K
DPW
2632
DiNuzzo Private Wealth
Pennsylvania
$424K
PGF
2633
Plan Group Financial
Oklahoma
$423K +$50.5K +96 +14%
WW
2634
Westshore Wealth
California
$423K +$158K +301 +60%
GWANC
2635
Guardian Wealth Advisors (North Carolina)
North Carolina
$422K +$264K +502 +167%
PFG
2636
Pinnacle Financial Group
Illinois
$422K -$95.2K -181 -18%
ECM
2637
Elgethun Capital Management
South Dakota
$420K -$527 -1 -0.1%
PW
2638
Peninsula Wealth
California
$414K +$1.05K +2 +0.3%
MI
2639
Motiv8 Investments
Florida
$414K -$108K -205 -21%
WWG
2640
West Wealth Group
California
$413K +$17.4K +33 +4%
GP
2641
Greenline Partners
New York
$413K +$14.7K +28 +4%
KFS
2642
Kaizen Financial Strategies
California
$413K -$111K -211 -21%
MFGM
2643
Marshall Financial Group (Maryland)
Maryland
$412K -$528K -1,004 -56%
SPWG
2644
Syntegra Private Wealth Group
Missouri
$411K +$12.1K +23 +3%
ESBC
2645
E.S. Barr & Co
Kentucky
$411K
MCP
2646
Mirador Capital Partners
California
$410K +$1.05K +2 +0.3%
QFA
2647
Quantum Financial Advisors
California
$410K -$24.2K -46 -6%
BWM
2648
BlackDiamond Wealth Management
New York
$410K -$7.36K -14 -2%
HTIM
2649
Harbour Trust & Investment Management
Indiana
$408K -$1.58K -3 -0.4%
PWH
2650
Priebe Wealth Holdings
Minnesota
$408K -$229K -436 -36%