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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 %
SFS
2651
Sharp Financial Services
Pennsylvania
$407K +$39.4K +75 +11%
BIA
2652
Barry Investment Advisors
Massachusetts
$406K +$1.58K +3 +0.4%
WIM
2653
Warwick Investment Management
Texas
$403K -$109K -208 -21%
WAM
2654
WealthTrust Asset Management
Florida
$401K +$526 +1 +0.1%
FNBTCON
2655
First National Bank & Trust Co of Newtown
Pennsylvania
$399K +$49.9K +95 +14%
PWM
2656
Prentice Wealth Management
New York
$399K -$35.8K -68 -8%
CWP
2657
Core Wealth Partners
California
$397K +$526 +1 +0.1%
WTFG
2658
Wells Trecaso Financial Group
Ohio
$397K +$42.1K +80 +12%
GWAG
2659
Garrett Wealth Advisory Group
Texas
$396K -$14.7K -28 -4%
CF
2660
Copperwynd Financial
Arizona
$396K +$74.1K +141 +23%
BFA
2661
Buttonwood Financial Advisors
Maryland
$395K -$4.73K -9 -1%
IC
2662
Innealta Capital
Texas
$395K
WIC
2663
Wilkins Investment Counsel
Massachusetts
$394K +$394K +750 New
NAMP
2664
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$394K
RWB
2665
RMR Wealth Builders
New Jersey
$393K +$125K +237 +46%
PAWA
2666
Palo Alto Wealth Advisors
California
$393K +$1.05K +2 +0.3%
MIP
2667
Marietta Investment Partners
Wisconsin
$392K -$10.5K -20 -3%
BBI
2668
Baxter Bros Inc
Connecticut
$390K
BFWM
2669
Bright Futures Wealth Management
New York
$388K +$388K +706 New
1CP
2670
17 Capital Partners
Arizona
$388K -$361K -687 -48%
DA
2671
Dover Advisors
Virginia
$388K +$388K +738 New
OHWP
2672
Oak Harbor Wealth Partners
North Carolina
$386K
CFS
2673
CGC Financial Services
Oregon
$384K +$25.2K +48 +7%
JWBC
2674
J.W. Burns & Co
New York
$384K
CAM
2675
Columbia Asset Management
Michigan
$384K