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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 %
VWA
2926
Valued Wealth Advisors
Utah
$214K +$16.3K +31 +8%
EGA
2927
Eagle Global Advisors
Texas
$211K +$211K +402 New
SPA
2928
Shore Point Advisors
New Jersey
$211K +$211K +401 New
CMI
2929
Clare Market Investments
Texas
$211K -$277K -526 -57%
Fayez Sarofim & Co
2930
Fayez Sarofim & Co
Texas
$211K -$13.1K -25 -6%
SPIS
2931
Steward Partners Investment Solutions
Oregon
$210K +$28.4K +54 +16%
PA
2932
Paragon Advisors
Texas
$210K +$210K +400 New
AMIM
2933
Aull & Monroe Investment Management
Alabama
$210K +$210K +400 New
EM
2934
ELCO Management
New York
$210K +$210K +399 New
TDC
2935
Thompson Davis & Co
Virginia
$209K +$209K +398 New
CWA
2936
CJM Wealth Advisers
Virginia
$209K +$209K +398 New
CA
2937
Claris Advisors
Missouri
$209K +$209K +397 New
VNIM
2938
Vaughan Nelson Investment Management
Texas
$208K -$10.5K -20 -5%
KIA
2939
Knollwood Investment Advisory
Maryland
$207K +$207K +394 New
SCM
2940
Stordahl Capital Management
Colorado
$206K +$206K +392 New
DJFS
2941
Dean Jacobson Financial Services
Texas
$206K +$206K +392 New
SIG
2942
Sky Investment Group
Connecticut
$206K
HAS
2943
Horizon Advisory Services
New York
$206K +$206K +391 New
M
2944
MYeCFO
California
$205K +$205K +391 New
DWM
2945
Dopkins Wealth Management
New York
$205K +$205K +390 New
CFGSD
2946
Compass Financial Group (South Dakota)
South Dakota
$205K +$205K +390 New
SC
2947
Schiavi & Co
Delaware
$205K +$205K +390 New
MAM
2948
MWA Asset Management
Massachusetts
$205K -$56.8K -108 -22%
EFMC
2949
Empire Financial Management Company
New York
$205K +$205K +389 New
GWM
2950
Grand Wealth Management
Michigan
$204K