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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 %
WAG
326
Winthrop Advisory Group
Massachusetts
$81.9M +$2.02M +3,843 +3%
HFS
327
Hantz Financial Services
Michigan
$81.7M -$5.13M -9,755 -6%
AT
328
Arvest Trust
Oklahoma
$81.5M -$2.95M -5,605 -3%
SW
329
SteelPeak Wealth
California
$81.5M -$24M -45,642 -23%
BMCM
330
Bryn Mawr Capital Management
Pennsylvania
$80.7M -$2.31M -4,538 -3%
TIM
331
Tortoise Investment Management
New York
$79.8M +$2.35M +4,473 +3%
Chevy Chase Trust
332
Chevy Chase Trust
Maryland
$79.5M -$31.2M -59,327 -28%
WTC
333
WhitTier Trust Company
Nevada
$79.5M +$34.7K +66 +0%
1WM
334
1900 Wealth Management
Texas
$79.5M +$2.94M +5,588 +4%
Ensign Peak Advisors
335
Ensign Peak Advisors
Utah
$79M -$44.5M -84,634 -36%
NCM
336
Narwhal Capital Management
Georgia
$78.8M +$2M +3,797 +3%
KA
337
Kovack Advisors
Florida
$77.9M -$14.6M -27,706 -16%
KWMG
338
King Wealth Management Group
Florida
$77.8M +$1.56M +2,959 +2%
RFA
339
RTD Financial Advisors
Pennsylvania
$77.6M -$755K -1,437 -1%
SYBT
340
Stock Yards Bank & Trust
Kentucky
$77.4M +$1.23M +2,334 +2%
BTI
341
Blue Trust Inc
Georgia
$76.7M -$23.6M -44,860 -24%
CC
342
Courier Capital
New York
$76.7M +$532K +1,012 +0.7%
SHIM
343
Stone House Investment Management
Pennsylvania
$76.5M +$10.2M +19,326 +15%
MIS
344
Morningstar Investment Services
Illinois
$76.3M -$73.5M -139,744 -49%
CA
345
Crewe Advisors
Utah
$75.9M +$2.19M +4,175 +3%
ONB
346
Old National Bancorp
Indiana
$75.9M +$2.15M +4,084 +3%
JF
347
JSF Financial
California
$75.8M +$10.6M +20,150 +16%
II
348
Ironclad Investments
Florida
$75.6M -$2.63M -5,000 -3%
RIA
349
Regal Investment Advisors
Michigan
$75.2M -$14.2M -27,039 -16%
SWM
350
SigFig Wealth Management
California
$74.3M -$11M -20,956 -13%