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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 %
ECG
651
Edge Capital Group
Georgia
$30.8M +$4.04M +7,692 +15%
CT
652
Coastline Trust
Rhode Island
$30.7M +$2.65M +5,049 +9%
FCP
653
Fidelis Capital Partners
Florida
$30.7M +$11.5M +21,915 +60%
WC
654
Waterloo Capital
Texas
$30.7M +$9.78M +18,598 +47%
GWM
655
GDS Wealth Management
Texas
$30.6M -$361K -686 -1%
Kovitz Investment Group Partners
656
Kovitz Investment Group Partners
Illinois
$30.5M +$26.1M +49,683 +596%
NWM
657
NRI Wealth Management
California
$30.3M +$1.62M +3,073 +6%
National Bank of Canada
658
National Bank of Canada
Quebec, Canada
$30.3M +$6.4M +12,249 +27%
FWA
659
FOCUS Wealth Advisors
Texas
$30.3M +$69.4K +132 +0.2%
CFS
660
Commonwealth Financial Services
West Virginia
$30.2M -$49.2K -103 -0.2%
DWT
661
Dorsey & Whitney Trust
South Dakota
$30.2M +$2.04M +3,872 +7%
BFP
662
Beacon Financial Planning
Massachusetts
$30.2M -$214K -407 -0.7%
NCM
663
Novare Capital Management
North Carolina
$30.1M +$2.43M +4,629 +9%
MFC
664
Morris Financial Concepts
South Carolina
$30M +$5.43M +10,328 +22%
VCM
665
Verger Capital Management
North Carolina
$30M -$797K -1,516 -3%
UFA
666
US Financial Advisors
Massachusetts
$29.9M +$390K +742 +1%
NL
667
NWAM LLC
Washington
$29.9M -$10.6M -20,450 -26%
BHWM
668
Bay Harbor Wealth Management
Maryland
$29.8M -$11.8M -22,470 -28%
AWM
669
Avondale Wealth Management
Texas
$29.8M -$272K -518 -0.9%
WQ
670
Wealth Quarterback
New Jersey
$29.6M -$167K -318 -0.6%
IA
671
IFP Advisors
Florida
$29.3M +$4.12M +7,843 +16%
WCM
672
Windsor Capital Management
Arizona
$29.3M +$443K +843 +2%
OGF
673
Orin Green Financial
California
$29.3M -$27M -56,630 Closed
TWM
674
Trevian Wealth Management
Massachusetts
$29.2M +$526 +1 +0%
UOWF
675
University of Wisconsin Foundation
Wisconsin
$29.1M +$10.3M +19,685 +55%