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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 %
SAM
2801
SP Asset Management
California
$292K
MCG
2802
McCollum Christoferson Group
New York
$292K
ICM
2803
Intrepid Capital Management
Florida
$290K -$1.58K -3 -0.5%
I
2804
IMPACTfolio
Colorado
$290K +$290K +552 New
SIAP
2805
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$289K +$289K +550 New
CPA
2806
Capital Planning Advisors
California
$288K
GSC
2807
G&S Capital
Colorado
$286K -$18.4K -35 -6%
SAI
2808
Systematic Alpha Investments
New Jersey
$286K
CVA
2809
Central Valley Advisors
California
$284K +$1.05K +2 +0.4%
SRB
2810
Shotwell Rutter Baer
Michigan
$284K -$7.3K -14 -3%
SWP
2811
ShoreHaven Wealth Partners
New Jersey
$284K +$4.74K +9 +2%
RFS
2812
Richardson Financial Services
Massachusetts
$283K +$229K +436 +423%
HBW
2813
Hazlett, Burt & Watson
West Virginia
$283K +$145K +274 +105%
BZWA
2814
Blue Zone Wealth Advisors
California
$282K +$282K +537 New
WN
2815
Williams & Novak
California
$282K
SAM
2816
SignalPoint Asset Management
Missouri
$281K
NFW
2817
Noble Family Wealth
Florida
$280K
SAMC
2818
Spectrum Asset Management (California)
California
$279K -$351K -667 -56%
PCM
2819
Piedmont Capital Management
Montana
$278K +$17.2K +33 +7%
WIP
2820
WealthCare Investment Partners
Rhode Island
$278K +$1.58K +3 +0.6%
DSC
2821
Duncker Streett & Co
Missouri
$278K
XWM
2822
Xcel Wealth Management
Florida
$276K +$276K +525 New
RCA
2823
Riverview Capital Advisers
Massachusetts
$274K
HHWM
2824
Hiley Hunt Wealth Management
Nebraska
$271K +$1.05K +2 +0.4%
BWP
2825
Barlow Wealth Partners
Kentucky
$269K