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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 %
KPPF
2901
Klein Pavlis & Peasley Financial
California
$229K +$229K +436 New
FIC
2902
Family Investment Center
Missouri
$228K +$5.26K +10 +2%
CIG
2903
Cullen Investment Group
Louisiana
$228K +$228K +438 New
PSP
2904
Pacific Sage Partners
Washington
$228K
AIM
2905
Alhambra Investment Management
Florida
$227K -$31K -59 -12%
LG
2906
LaFleur & Godfrey
Michigan
$226K
RCP
2907
Rothschild Capital Partners
New York
$226K +$226K +429 New
AIA
2908
Alera Investment Advisors
Illinois
$225K
MC
2909
Matisse Capital
Oregon
$224K
EWM
2910
Elevatus Welath Management
New York
$223K +$223K +424 New
EWS
2911
Evergreen Wealth Solutions
Pennsylvania
$222K -$14.2K -27 -6%
APS
2912
American Planning Services
Florida
$221K
RCYC
2913
Richard C. Young & Co
Rhode Island
$220K +$220K +419 New
CFSG
2914
Clark Financial Services Group
Missouri
$219K +$219K +417 New
AG
2915
Advocate Group
Minnesota
$218K -$97.3K -185 -31%
MHR
2916
Matthew Hamilton Rosenberg
$217K -$25.7K -49 -11%
PWM
2917
Provident Wealth Management
Tennessee
$217K +$78.9K +150 +57%
DFA
2918
Davies Financial Advisors
California
$217K +$217K +413 New
HCM
2919
Hillman Capital Management
Maryland
$217K +$13.1K +25 +6%
TWM
2920
TMD Wealth Management
Arizona
$216K -$49.4K -94 -19%
AIM
2921
Anchor Investment Management
South Carolina
$216K
DL
2922
DOHJ LLC
Washington
$215K +$215K +408 New
LS
2923
Leelyn Smith
Illinois
$214K +$214K +408 New
DSAM
2924
Dock Street Asset Management
Florida
$214K +$214K +408 New
DWA
2925
Delos Wealth Advisors
Texas
$214K +$61K +116 +40%