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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 %
FWSM
2876
First Wilshire Securities Management
California
$244K
MWM
2877
Maltin Wealth Management
New Jersey
$243K +$243K +462 New
CICI
2878
Capital Investment Counsel Inc
North Carolina
$242K
LC
2879
Landaas & Company
Wisconsin
$242K +$242K +460 New
SFG
2880
Sterling Financial Group
California
$242K -$171K -325 -41%
SJL
2881
Shayne & Jacobs LLC
Tennessee
$242K -$129K -245 -35%
T
2882
TCWP
Ohio
$241K -$69.4K -132 -22%
PAA
2883
Peregrine Asset Advisers
Oregon
$241K
TFA
2884
Toth Financial Advisory
Virginia
$240K -$59.9K -114 -20%
MWP
2885
Meredith Wealth Planning
Illinois
$239K -$4.21K -8 -2%
GF
2886
Goodman Financial
Texas
$238K -$15.8K -30 -6%
FPIS
2887
Financial Planning & Information Services
Wisconsin
$238K -$10.5K -20 -4%
CH
2888
Canton Hathaway
Rhode Island
$238K
OA
2889
Oxbow Advisors
Texas
$238K -$54.7K -104 -19%
CPCP
2890
Cedar Point Capital Partners
Iowa
$237K +$15.8K +30 +7%
EG
2891
Ellerson Group
Maryland
$237K
MGIA
2892
Matthew Goff Investment Advisor
Texas
$236K +$236K +449 New
BIM
2893
Breakwater Investment Management
Washington
$236K +$236K +449 New
SFG
2894
SevenBridge Financial Group
Pennsylvania
$236K -$12.3K -24 -5%
SWM
2895
Silverlake Wealth Management
Vermont
$235K -$173K -328 -42%
TNAM
2896
Terra Nova Asset Management
New York
$233K -$56.8K -108 -20%
CIG
2897
Cairn Investment Group
Washington
$233K
DWAM
2898
Duncan Williams Asset Management
Tennessee
$232K +$232K +442 New
RSWA
2899
Robinson Smith Wealth Advisors
Maine
$232K -$263K -501 -53%
HWMC
2900
Heritage Wealth Management (California)
California
$229K -$1.58K -3 -0.7%