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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 %
EWA
3001
Elevate Wealth Advisory
Georgia
$89.9K
DF
3002
Dunhill Financial
United Kingdom
$88.8K +$80.3K +153 +956%
PGAM
3003
Princeton Global Asset Management
New Jersey
$88K
CPG
3004
Custom Portfolio Group
Colorado
$86.2K
NCTC
3005
New Covenant Trust Company
Indiana
$83.1K +$83.1K +158 New
OCM
3006
Osterweis Capital Management
California
$79.9K
AFWM
3007
Abich Financial Wealth Management
Virginia
$78.7K +$6.82K +13 +9%
PCM
3008
Perritt Capital Management
Illinois
$76.8K +$526 +1 +0.7%
AGWCA
3009
Annis Gardner Whiting Capital Advisors
Florida
$75.9K
DMIC
3010
Dixon Mitchell Investment Counsel
British Columbia, Canada
$74.1K +$74.1K +141 New
GPFA
3011
Game Plan Financial Advisors
Ohio
$73.1K
AWM
3012
Atticus Wealth Management
Florida
$71K
YAL
3013
Your Advocates Ltd
Texas
$64.1K
ATC
3014
Adirondack Trust Company
New York
$63.6K
FFC
3015
First Financial Corp
Indiana
$61K
GGI
3016
Godsey & Gibb Inc
Virginia
$57.8K
HFM
3017
Hartford Financial Management
Connecticut
$56.2K
EWP
3018
Elevation Wealth Partners
California
$55.2K
LI
3019
LRI Investments
Florida
$55.2K +$55.2K +105 New
EA
3020
Evolution Advisers
Virginia
$53K
KC
3021
Knuff & Co
California
$52.6K
KIG
3022
Kessler Investment Group
Indiana
$52.6K +$52.6K +100 New
BCPWM
3023
Bradley & Co Private Wealth Management
Florida
$49.9K
BLC
3024
Brown, Lisle/Cummings
Rhode Island
$49.4K
HB
3025
Horizon Bancorp
Indiana
$49K