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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 %
HIG
451
Heritage Investment Group
Florida
$53.3M +$1.54M +2,929 +3%
BOCM
452
Bontempo Ohly Capital Management
Maryland
$53.1M -$10.2M -19,446 -16%
AIA
453
Alternative Investment Advisors
Florida
$53M +$4.14M +7,884 +8%
T
454
TNF
Montana
$52.9M +$1.36M +2,677 +3%
OFG
455
Oxford Financial Group
Indiana
$52.7M -$2.19M -4,175 -4%
HCA
456
Heck Capital Advisors
Wisconsin
$52.7M -$1.89M -3,586 -3%
TCM
457
Twele Capital Management
Minnesota
$52.3M -$24.3M -46,234 -32%
CI
458
CX Institutional
Indiana
$52.3M -$82.5K -157 -0.2%
PSCM
459
Per Stirling Capital Management
Texas
$52.1M -$409K -778 -0.8%
RhumbLine Advisers
460
RhumbLine Advisers
Massachusetts
$52.1M -$20.1M -38,243 -28%
FCBT
461
First Citizens Bank & Trust
North Carolina
$52M +$10.2M +19,412 +24%
SIG
462
Stonegate Investment Group
Alabama
$52M +$1.35M +2,564 +3%
DSA
463
Droms Strauss Advisors
Missouri
$52M -$571K -1,086 -1%
FWM
464
Fairhaven Wealth Management
Illinois
$51.9M +$3.1M +5,892 +6%
CCWA
465
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$51.9M -$2.99M -5,691 -5%
BAAM
466
Baker Avenue Asset Management
California
$51.8M +$28.9K +55 +0.1%
CL
467
Choreo LLC
Illinois
$51.8M +$1.41M +2,678 +3%
MFA
468
Mayflower Financial Advisors
Massachusetts
$51.8M +$26.1K +59 +0.1%
AIP
469
Ameritas Investment Partners
Nebraska
$51.8M -$3.81M -7,254 -7%
LLWM
470
Life Line Wealth Management
California
$51.7M +$1.96M +3,729 +4%
KFS
471
Kelly Financial Services
Massachusetts
$51.3M -$20.9M -39,836 -29%
BHWM
472
Bar Harbor Wealth Management
New Hampshire
$51.1M +$1.23M +2,334 +2%
FA
473
Fiducient Advisors
Illinois
$50.9M +$269K +512 +0.5%
RCM
474
Requisite Capital Management
Texas
$50.8M +$13.7M +26,057 +37%
PWM
475
Proathlete Wealth Management
Florida
$50.7M +$1.1M +2,091 +2%