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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 %
SFS
401
Sowell Financial Services
Arkansas
$60.9M -$1.3M -2,474 -2%
PCIA
402
Prime Capital Investment Advisors
Kansas
$60.8M -$2.17M -4,134 -3%
RVPG
403
Relative Value Partners Group
$60.8M -$1.24M -2,556 -2%
WA
404
Wealth Alliance
New York
$60.8M -$12.6M -24,053 -17%
LWM
405
Liberty Wealth Management
California
$60.5M -$5.43M -10,330 -8%
MWM
406
Mascoma Wealth Management
New Hampshire
$60.4M -$1.19M -2,260 -2%
Rafferty Asset Management
407
Rafferty Asset Management
New York
$60.4M
HWM
408
HB Wealth Management
Georgia
$60.4M +$1.5M +2,851 +3%
LNB
409
Ledyard National Bank
$60M +$8.38M +15,949 +16%
Citadel Advisors
410
Citadel Advisors
Florida
$59.6M +$49.1M +93,398 +469%
APCM
411
Alaska Permanent Capital Management
Alaska
$59.5M -$6.48M -12,327 -10%
WDL
412
Well Done LLC
Michigan
$59.4M +$7.38M +14,037 +14%
NA
413
Nottingham Advisors
New York
$59.1M -$1.35M -2,575 -2%
SW
414
Simplicity Wealth
New Jersey
$58.7M +$40.3M +76,701 +220%
BF
415
BOK Financial
Oklahoma
$58.3M -$610K -1,162 -1%
WCF
416
West Coast Financial
California
$58.2M -$1.96M -3,721 -3%
RA
417
Rational Advisors
New York
$57.6M -$5.21M -9,905 -8%
TCM
418
Towercrest Capital Management
Pennsylvania
$57.5M +$1.41M +2,677 +3%
HWM
419
HighMark Wealth Management
Minnesota
$57.3M -$2.03M -3,882 -3%
FPGK
420
Financial Partners Group (Kansas)
Kansas
$57.1M +$1.4M +2,654 +3%
LPAM
421
Lodestar Private Asset Management
California
$57.1M -$99.4K -189 -0.2%
GS
422
GTS Securities
New York
$57M +$3.51M +6,683 +7%
Nuveen Asset Management
423
Nuveen Asset Management
Illinois
$56.9M +$2.03M +3,854 +4%
CI
424
Conning Inc
Connecticut
$56.7M -$2.11M -4,008 -4%
ETS
425
ESL Trust Services
New York
$56.5M -$5.56M -10,577 -9%