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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 %
ACGA
551
Atlanta Consulting Group Advisors
Georgia
$40.6M +$40.6M +77,306 New
SAM
552
Securian Asset Management
Minnesota
$40.6M -$25.2M -48,000 -38%
MSA
553
McAlister Sweet & Associates
Texas
$40.5M +$6.69M +12,718 +20%
BSSFA
554
Baron Silver Stevens Financial Advisors
Florida
$40.5M -$39.4K -75 -0.1%
CWG
555
Cornerstone Wealth Group
North Carolina
$39.8M +$278K +528 +0.7%
BWM
556
Buska Wealth Management
Wisconsin
$39.7M +$39.7M +75,586 New
SCM
557
Spreng Capital Management
Ohio
$39.7M +$2.71M +5,153 +7%
BA
558
Bluesphere Advisors
Pennsylvania
$39.6M +$1.06M +2,024 +3%
FCI
559
Financial Counselors Inc
Kansas
$39.6M +$15M +28,532 +61%
KFA
560
Kelleher Financial Advisors
New York
$39.5M +$953K +1,813 +2%
CFC
561
Coyle Financial Counsel
Illinois
$39.5M +$13.1K +25 +0%
IWMA
562
Ironwood Wealth Management (Arizona)
Arizona
$39.5M -$799K -1,519 -2%
HI
563
Harbour Investments
Wisconsin
$39.3M +$519K +988 +1%
WP
564
WealthShield Partners
North Carolina
$39.2M -$8.63M -16,412 -18%
BFEC
565
Benjamin F. Edwards & Company
Missouri
$39.2M +$982K +1,868 +3%
SC
566
Savant Capital
Illinois
$39.1M -$1.88M -3,568 -5%
BS
567
Banco Santander
Spain
$39.1M -$1.79M -3,413 -4%
GWM
568
GoalFusion Wealth Management
Texas
$39.1M -$1.19M -2,267 -3%
AAG
569
Armstrong Advisory Group
Massachusetts
$38.9M
C
570
Certuity
Florida
$38.7M +$16.1M +30,556 +71%
RJT
571
Raymond James Trust
Florida
$38.7M -$264K -503 -0.7%
RA
572
RFG Advisory
Alabama
$38.6M -$3.76M -7,145 -9%
CA
573
CoreCap Advisors
Michigan
$38.6M +$7.24M +13,762 +23%
ACA
574
Affinity Capital Advisors
California
$38.5M +$8.22M +15,637 +27%
WWA
575
WCG Wealth Advisors
Nevada
$38.4M +$17.4M +33,099 +83%