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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 %
MIM
2976
MTM Investment Management
South Carolina
$151K
PCTC
2977
Perkins Coie Trust Company
Washington
$144K
ACM
2978
Anfield Capital Management
California
$137K +$137K +261 New
LFASL
2979
Lugano Financial Advisors SA (LFA)
Switzerland
$135K
FMP
2980
Financial Management Professionals
Texas
$135K +$98.2K +187 +267%
WWM
2981
Wolff Wiese Magana
California
$132K
DFA
2982
DHJJ Financial Advisors
Illinois
$132K
WCM
2983
Westend Capital Management
California
$132K +$132K +251 New
BCM
2984
Blume Capital Management
California
$131K -$26.3K -50 -17%
MCM
2985
Mill Capital Management
North Carolina
$131K
WCM
2986
Weaver Capital Management
Georgia
$125K +$125K +238 New
MM
2987
Main Management
California
$124K
BIA
2988
Bell Investment Advisors
California
$122K
KA
2989
Kozak & Associates
Colorado
$115K -$28.2K -53 -20%
FFL
2990
Financial Freedom LLC
Ohio
$112K +$525 +1 +0.5%
CTC
2991
Cetera Trust Company
Minnesota
$110K
DF
2992
DecisionPoint Financial
Arizona
$109K -$6.13K -12 -5%
FF
2993
Friedenthal Financial
New Jersey
$108K +$5.78K +11 +6%
CAM
2994
Costello Asset Management
Pennsylvania
$105K
KFO
2995
Kopp Family Office
Minnesota
$104K
LCK
2996
LeRoy C. Kopp
$104K +$104K +197 New
AT
2997
Avalon Trust
New Mexico
$99.9K
MRCM
2998
M&R Capital Management
New Jersey
$98.8K -$185K -351 -65%
LFA
2999
Legend Financial Advisors
Pennsylvania
$97.3K
BAM
3000
Bellevue Asset Management
Washington
$97.3K