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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 %
NCM
2951
Noesis Capital Mangement
Florida
$204K +$204K +388 New
CJFS
2952
Coulter & Justus Financial Services
Tennessee
$204K +$204K +388 New
JWCA
2953
J.W. Coons Advisors
Ohio
$203K +$203K +386 New
PPWM
2954
Paragon Private Wealth Management
Kentucky
$203K +$203K +386 New
LEFP
2955
Leading Edge Financial Planning
Tennessee
$201K -$44.7K -85 -18%
KHCM
2956
Kirtland Hills Capital Management
Ohio
$201K +$201K +387 New
PCMC
2957
Planning Capital Management Corporation
Pennsylvania
$201K -$21K -40 -9%
RPCA
2958
Running Point Capital Advisors
California
$200K +$31K +59 +18%
SW
2959
Solidarity Wealth
Utah
$200K +$200K +381 New
AFG
2960
Albion Financial Group
Utah
$193K -$387K -736 -67%
GTAM
2961
Global Trust Asset Management
Florida
$189K +$42K +80 +29%
SFA
2962
Semmax Financial Advisors
North Carolina
$189K +$9.43K +18 +5%
BGA
2963
Battery Global Advisors
Massachusetts
$180K -$15.8K -30 -8%
RAM
2964
Riggs Asset Management
Pennsylvania
$179K
HCM
2965
Highlander Capital Management
New Jersey
$179K -$129K -245 -42%
CQS
2966
Credential Qtrade Securities
$179K +$15.8K +30 +10%
IF
2967
Integrity Financial
Wyoming
$178K
RA
2968
Rise Advisors
New York
$178K -$44.7K -85 -20%
MBFW
2969
Morton Brown Family Wealth
Pennsylvania
$174K +$37.9K +72 +28%
BCP
2970
Blue Chip Partners
Michigan
$169K +$526 +1 +0.3%
GWSA
2971
Global Wealth Strategies & Associates
Colorado
$166K -$7.36K -14 -4%
PCWA
2972
Pacific Capital Wealth Advisors
California
$164K
AWM
2973
AllSquare Wealth Management
New York
$158K -$61K -116 -28%
EPW
2974
Evergreen Private Wealth
Colorado
$158K
CAM
2975
Clarity Asset Management
Iowa
$153K -$30.5K -58 -17%