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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 %
FFA
2726
Florida Financial Advisors
Florida
$346K -$11.6K -22 -3%
VDI
2727
Vaughan David Investments
Illinois
$342K -$70.4K -134 -17%
AIS
2728
AM Investment Strategies
Tennessee
$342K
CP
2729
Castleview Partners
Texas
$342K -$526 -1 -0.2%
SCM
2730
Stonehearth Capital Management
Massachusetts
$341K
UF
2731
Univest Financial
Pennsylvania
$341K -$9.46K -18 -3%
KOMWMG
2732
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$340K -$46.3K -88 -12%
PHS
2733
Pekin Hardy Strauss
Illinois
$339K
EL
2734
EWA LLC
Pennsylvania
$339K -$15.7K -30 -4%
FMTCOCP
2735
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$334K
WIM
2736
Westside Investment Management
California
$333K +$32.6K +62 +11%
SFG
2737
Synergy Financial Group
California
$333K
BCM
2738
BluePath Capital Management
Georgia
$333K -$8.41K -16 -2%
LFA
2739
Lauterbach Financial Advisors
Texas
$333K
TWM
2740
TriaGen Wealth Management
California
$332K +$1.58K +3 +0.5%
CSPAM
2741
Cary Street Partners Asset Management
Virginia
$331K -$29.4K -56 -8%
FA
2742
FSA Advisors
Michigan
$330K -$19.5K -37 -6%
CHAM
2743
Clear Harbor Asset Management
Connecticut
$330K +$330K +628 New
LF
2744
LifeSteps Financial
California
$330K
RCM
2745
RB Capital Management
Nevada
$329K +$329K +626 New
CBA
2746
Coastal Bridge Advisors
Connecticut
$326K +$525 +1 +0.2%
AFS
2747
AFG Fiduciary Services
Massachusetts
$322K
OPPS
2748
Obsidian Personal Planning Solutions
Maryland
$322K -$12.1K -24 -4%
LAM
2749
Lewis Asset Management
California
$321K +$321K +611 New
MA
2750
Mezzasalma Advisors
New Jersey
$320K -$159K -303 -33%