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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 %
SWA
601
Stratos Wealth Advisors
Ohio
$35.7M -$2.45M -4,663 -6%
ATC
602
Argent Trust Co
Tennessee
$35.7M -$683K -1,300 -2%
FFA
603
Fi3 Financial Advisors
Indiana
$35.5M -$1.8M -3,497 -5%
IWM
604
Integris Wealth Management
California
$35.5M -$668K -1,270 -2%
FA
605
Flagstar Advisors
New York
$35.1M +$2.16M +4,107 +7%
AFP
606
Alpha Financial Partners
Kentucky
$35M +$1.23M +2,342 +4%
CA
607
Cornerstone Advisory
Maryland
$34.9M -$32.6K -62 -0.1%
LFP
608
Lakeshore Financial Planning
Michigan
$34.7M +$1.26M +2,398 +4%
RPC
609
Rossmore Private Capital
Connecticut
$34.6M +$1.58M +3,001 +5%
EWA
610
Exencial Wealth Advisors
Oklahoma
$34.4M -$2.49M -4,734 -7%
FTS
611
Fifth Third Securities
Ohio
$34.4M +$1.17M +2,228 +4%
CWS
612
Cypress Wealth Services
California
$34.3M -$5.58M -10,615 -14%
WFAG
613
Wescott Financial Advisory Group
Pennsylvania
$34M +$2.91M +5,530 +9%
RCAG
614
Rehmann Capital Advisory Group
Michigan
$34M +$185K +352 +0.5%
CFIA
615
Cantor Fitzgerald Investment Advisors
New York
$33.9M -$513K -976 -1%
TRCT
616
Tower Research Capital (TRC)
New York
$33.9M +$33.8M +64,361 +83,586%
HWAM
617
Hennion & Walsh Asset Management
New Jersey
$33.7M +$1.1M +2,097 +3%
TF
618
Trek Financial
Arizona
$33.7M -$13.1M -24,982 -28%
NPF
619
Norris Perne & French
Michigan
$33.7M -$786K -1,496 -2%
WTB
620
Washington Trust Bank
Washington
$33.7M +$525K +998 +2%
ACP
621
Aveo Capital Partners
Colorado
$33.6M +$1.33M +2,598 +4%
SC
622
Schoolcraft Capital
Colorado
$33.6M +$49.4K +94 +0.1%
EIA
623
Eldridge Investment Advisors
New Hampshire
$33.5M -$7.8M -14,831 -19%
ES
624
ETF Store
Kansas
$33.5M +$795K +1,512 +2%
FG
625
Foster Group
Iowa
$33.5M +$2.11M +4,011 +7%