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iShares Core S&P 500 ETF

3,065 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
3,065
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.43%
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 %
VFA
301
Valeo Financial Advisors
Indiana
$91.2M +$2.91M +5,721 +3%
FCFC
302
First Commonwealth Financial Corp
Pennsylvania
$91M +$2M +3,800 +2%
FWCM
303
Ferguson Wellman Capital Management
Oregon
$90.4M +$2.65M +5,037 +3%
CFO
304
Callan Family Office
Pennsylvania
$90.3M +$11.7M +22,208 +15%
CCFCSB
305
Cape Cod Five Cents Savings Bank
Massachusetts
$90.2M -$1.52M -2,883 -2%
JFA
306
JNBA Financial Advisors
Minnesota
$89.6M +$75.5M +143,692 +536%
FTWA
307
Fifth Third Wealth Advisors
Ohio
$89.5M +$54.9M +104,339 +158%
BWP
308
BSW Wealth Partners
Colorado
$89.1M +$5.95M +11,323 +7%
IAN
309
Integrated Advisors Network
Texas
$88.8M +$9.95M +18,923 +13%
AA
310
ALPS Advisors
Colorado
$88.5M -$2.92M -5,550 -3%
VFIC
311
Valley Forge Investment Consultants
Pennsylvania
$88.5M +$3.4M +6,471 +4%
UW
312
Unique Wealth
Florida
$88.1M +$1.94M +3,699 +2%
SWC
313
Spectrum Wealth Counsel
Indiana
$88M +$1.43M +2,728 +2%
CAM
314
Chandler Asset Management
California
$88M +$10.8M +20,515 +14%
BBVA
315
Banco Bilbao Vizcaya Argentaria
Spain
$87.6M -$12.3M -23,617 -12%
CIBC World Market
316
CIBC World Market
Ontario, Canada
$87M +$18.3M +34,794 +27%
Sumitomo Mitsui Trust Group
317
Sumitomo Mitsui Trust Group
Japan
$86M +$7.34M +13,966 +9%
GL
318
Graypoint LLC
New York
$86M +$8.55M +16,262 +11%
GT
319
Glenmede Trust
Pennsylvania
$85.9M -$16.8K -32 -0%
FMWA
320
Forvis Mazars Wealth Advisors
Missouri
$84.9M -$2.64M -5,015 -3%
Mackenzie Financial
321
Mackenzie Financial
Ontario, Canada
$84.4M +$12.9M +24,584 +18%
BL
322
Balentine LLC
Georgia
$84.1M -$2.23M -4,247 -3%
CS
323
Cisco Systems
California
$84.1M
LBC
324
Lowe Brockenbrough & Co
Virginia
$84M +$334K +636 +0.4%
MHS
325
M Holdings Securities
Oregon
$83.7M +$2.33M +4,429 +3%