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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 %
WI
626
WealthNavi Inc
Japan
$33.1M +$33.1M +63,026 +331,716%
ICMARC
627
International City Management Association Retirement Corp
District of Columbia
$33.1M
TWC
628
TD Waterhouse Canada
Ontario, Canada
$33.1M -$7.35M -14,025 -18%
FMN
629
Financial Management Network
California
$33M -$274K -531 -0.8%
LL
630
LWMG LLC
Minnesota
$32.9M -$1.24M -2,367 -4%
GSWM
631
Greenup Street Wealth Management
Michigan
$32.7M -$4.08M -7,759 -11%
JWA
632
JFS Wealth Advisors
Pennsylvania
$32.6M -$802K -1,526 -2%
WS
633
Wedbush Securities
California
$32.6M -$2.77M -5,264 -8%
HF
634
Halpern Financial
Virginia
$32.2M -$998K -1,912 -3%
CAM
635
Cobblestone Asset Management
Virginia
$31.9M -$12.9M -24,533 -29%
VCP
636
Verus Capital Partners
Arizona
$31.8M +$930K +1,769 +3%
BA
637
Bellwether Advisors
Nebraska
$31.6M +$13.1K +25 +0%
FCA
638
FinTrust Capital Advisors
South Carolina
$31.4M -$996K -1,894 -3%
EW
639
Enzi Wealth
Texas
$31.4M -$1.38M -2,718 -4%
PGA
640
Portland Global Advisors
Maine
$31.4M +$1.24M +2,365 +4%
FA
641
Fermata Advisors
California
$31.4M -$3.4M -6,463 -10%
CTA
642
Colonial Trust Advisors
South Carolina
$31.3M +$612K +1,164 +2%
JEST
643
JTC Employer Solutions Trustee
Jersey
$31.2M
LF
644
Lantz Financial
Illinois
$31.2M -$2.72M -5,165 -8%
BOC
645
Bull Oak Capital
California
$31.1M +$5.57M +10,596 +22%
CFP
646
Cypress Financial Planning
New Jersey
$31M +$11.3M +21,553 +57%
CAWM
647
Capital Advisors Wealth Management
Washington
$31M +$805K +1,532 +3%
BIAS
648
Beacon Investment Advisory Services
New Jersey
$31M -$516K -981 -2%
RCM
649
Rain Capital Management
Oregon
$30.9M -$530K -1,009 -2%
SCA
650
Stonebridge Capital Advisors
Minnesota
$30.8M +$2.23M +4,249 +8%