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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 %
EB
2851
Exchange Bank
California
$259K
AAIM
2852
Asset Advisors Investment Management
Georgia
$258K -$31.5K -60 -11%
CGF
2853
Constant Guidance Financial
Massachusetts
$257K
ISWM
2854
Independent Solutions Wealth Management
New York
$257K +$257K +489 New
RCA
2855
Ranch Capital Advisors
Florida
$257K +$526 +1 +0.2%
SP
2856
Stablepoint Partners
Massachusetts
$257K +$257K +488 New
ACA
2857
American Capital Advisory
Idaho
$256K
GDP
2858
Great Diamond Partners
Maine
$256K -$280K -532 -52%
OPOWM
2859
One Plus One Wealth Management
Florida
$256K
AWM
2860
Aspire Wealth Management
Massachusetts
$254K +$67.8K +129 +36%
RRWA
2861
Rainey & Randall Wealth Advisors
Florida
$254K +$7.88K +15 +3%
ALC
2862
Alexander Labrunerie & Co
Missouri
$253K +$253K +482 New
KCM
2863
Kathmere Capital Management
Pennsylvania
$253K
FFIC
2864
First Fiduciary Investment Counsel
Ohio
$252K -$1.05K -2 -0.4%
FVWA
2865
Foster Victor Wealth Advisors
South Carolina
$249K -$65.1K -125 -21%
SGC
2866
Slocum, Gordon & Co
Rhode Island
$249K
ONST
2867
Old North State Trust
North Carolina
$249K +$249K +474 New
TIM
2868
Tevis Investment Management
Texas
$249K -$18.9K -36 -7%
HP
2869
HT Partners
Connecticut
$246K
SDH
2870
Sloy Dahl & Holst
Washington
$246K +$3.15K +6 +1%
SBIA
2871
Sheaff Brock Investment Advisors
Indiana
$246K -$18.9K -36 -7%
BIA
2872
Benchmark Investment Advisors
Illinois
$245K -$38.9K -74 -14%
FNBSF
2873
First National Bank Sioux Falls
South Dakota
$244K -$279K -530 -53%
MCM
2874
McDonough Capital Management
Florida
$244K
OCPWS
2875
One Charles Private Wealth Services
Massachusetts
$244K +$244K +465 New