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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 %
CPWM
2701
Cypress Point Wealth Management
Texas
$365K +$365K +694 New
DK
2702
David Kennon
Florida
$364K +$70.4K +134 +24%
SRA
2703
Secured Retirement Advisors
Minnesota
$364K
GWAM
2704
Guardian Wealth Advisors (Minnesota)
Minnesota
$363K +$8.41K +16 +2%
SAM
2705
Seelaus Asset Management
New Jersey
$363K
SFWC
2706
Strategic Family Wealth Counselors
New Jersey
$361K +$9.98K +19 +3%
ACM
2707
Alpha Capital Management
Texas
$361K -$2.47M -4,688 -87%
MSS
2708
Mitchell Sinkler & Starr
Pennsylvania
$361K -$485K -922 -57%
NCM
2709
Neumann Capital Management
California
$360K -$105K -200 -23%
NG
2710
NWK Group
California
$360K
CW
2711
Channel Wealth
California
$355K -$210K -399 -37%
HWM
2712
Hassell Wealth Management
Louisiana
$354K +$354K +697 New
SIC
2713
Samalin Investment Counsel
New York
$354K +$67.3K +128 +23%
FSA
2714
Financial Sense Advisors
California
$353K -$475K -904 -57%
BB
2715
Bell Bank
North Dakota
$353K +$353K +671 New
CNC
2716
Citizens & Northern Corp
Pennsylvania
$352K
JLBC
2717
J.L. Bainbridge & Co
Florida
$352K
PIM
2718
Penobscot Investment Management
Massachusetts
$351K
SIAG
2719
Safeguard Investment Advisory Group
California
$351K -$65.1K -124 -16%
EA
2720
Ellsworth Advisors
Ohio
$350K +$1.03K +2 +0.3%
SFFS
2721
Stonehage Fleming Financial Services
Jersey
$349K -$10.4M -25,365 -97%
SW
2722
SMART Wealth
Nebraska
$348K -$73.1K -139 -17%
KFG
2723
Kingdom Financial Group
Arizona
$347K -$88.4K -168 -20%
PEA
2724
Park Edge Advisors
Ohio
$347K -$76.2K -145 -18%
TW
2725
Towerpoint Wealth
California
$346K +$346K +658 New