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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 %
PFA
3126
Professional Financial Advisors
Nebraska
-$250K -523 Closed
Capital International Investors
3127
Capital International Investors
California
-$249K -521 Closed
APW
3128
Axim Planning & Wealth
Ohio
-$245K -513 Closed
HFM
3129
Hartford Funds Management
Pennsylvania
-$241K -504 Closed
DDC
3130
DF Dent & Co
Maryland
-$240K -503 Closed
ONSWM
3131
Old North State Wealth Management
North Carolina
-$239K -499 Closed
HFS
3132
Hoge Financial Services
Pennsylvania
-$237K -496 Closed
HSG
3133
Helen Stephens Group
Texas
-$236K -494 Closed
TAM
3134
Trillium Asset Management
Massachusetts
-$234K -490 Closed
SGA
3135
Sustainable Growth Advisers
Connecticut
-$234K -489 Closed
WF
3136
WoodTrust Financial
Wisconsin
-$232K -485 Closed
IGGA
3137
Iron Gate Global Advisors
Utah
-$229K -480 Closed
UAS
3138
United Asset Strategies
New York
-$227K -476 Closed
OC
3139
Opinicus Capital
Florida
-$225K -471 Closed
HIMC
3140
Heritage Investors Management Corp
Maryland
-$210K -440 Closed
ACC
3141
Acorn Creek Capital
Colorado
-$208K -436 Closed
WLG
3142
Williamson Legacy Group
Indiana
-$204K -428 Closed
OWM
3143
OneAscent Wealth Management
Alabama
-$203K -426 Closed
MWM
3144
Moulton Wealth Management
Washington
-$201K -421 Closed
DCM
3145
Davidson Capital Management
Texas
-$190K -398 Closed
DAC
3146
Dividend Assets Capital
South Carolina
-$171K -357 Closed
FCG
3147
Financial Connections Group
California
-$158K -331 Closed
TSW
3148
Thompson Siegel & Walmsley
Virginia
-$143K -300 Closed
BWM
3149
BKM Wealth Management
Wisconsin
-$142K -298 Closed
RF
3150
Robbins Farley
New Hampshire
-$134K -281 Closed