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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 %
SHFA
2676
SS&H Financial Advisors
Michigan
$384K
AA
2677
Apriem Advisors
California
$383K -$349K -664 -48%
PAM
2678
Palisade Asset Management
Minnesota
$383K +$383K +728 New
SWM
2679
SFG Wealth Management
Maryland
$382K +$78.4K +149 +26%
MTC
2680
Matrix Trust Company
Colorado
$382K -$12.1K -23 -3%
NAMM
2681
NorthStar Asset Management (Massachusetts)
Massachusetts
$382K
MG
2682
MilWealth Group
Wisconsin
$381K -$48.9K -93 -11%
KWM
2683
Keating Wealth Management
Colorado
$381K
RWM
2684
Revisor Wealth Management
Ohio
$378K +$378K +753 New
FA
2685
Financial Alternatives
California
$377K +$73.6K +140 +24%
CMP
2686
Coston McIsaac & Partners
Maine
$376K
FCG
2687
Fielder Capital Group
Tennessee
$374K +$374K +711 New
TPW
2688
TL Private Wealth
Texas
$373K -$39.1K -75 -9%
KNW
2689
Kesler Norman & Wride
Utah
$371K
XT
2690
XTX Topco
Cayman Islands
$371K +$371K +705 New
BCA
2691
Ballentine Capital Advisors
South Carolina
$371K
NPFS
2692
Novak & Powell Financial Services
Florida
$370K +$137K +260 +59%
QIM
2693
Quest Investment Management
Oregon
$370K +$68.3K +130 +23%
PFA
2694
Petra Financial Advisors
Colorado
$369K +$130K +256 +54%
FCAM
2695
First Citizens Asset Management
North Carolina
$369K +$369K +701 New
OBGC
2696
O'Brien Greene & Co
Pennsylvania
$368K
ORC
2697
O'Rourke & Company
Massachusetts
$368K +$82.5K +157 +29%
TFA
2698
Trinity Financial Advisors
Ohio
$368K +$11.6K +22 +3%
PCM
2699
Pointe Capital Management
Michigan
$367K
IWP
2700
Insight Wealth Partners
Texas
$365K