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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 %
HR
701
Howe & Rusling
New York
$27.8M +$1.1M +2,100 +4%
FNBOH
702
First National Bank of Hutchinson
Kansas
$27.5M -$2.14M -4,068 -7%
WFPG
703
Waller Financial Planning Group
Ohio
$27.5M +$5.08M +9,655 +23%
OWMIAS
704
One Wealth Management Investment & Advisory Services
Florida
$27.5M -$5.25M -9,987 -16%
GCA
705
Gradient Capital Advisors
California
$27.4M -$1.58M -3,002 -5%
S
706
SignatureFD
Georgia
$27.3M -$1.54M -2,932 -5%
WCM
707
WealthBridge Capital Management
Ohio
$27.3M +$1.27M +2,416 +5%
SC
708
Saiph Capital
New Jersey
$27.3M -$6.64M -12,633 -20%
EWM
709
Evermay Wealth Management
Virginia
$27.3M +$4.67M +8,881 +21%
SFMG
710
Sage Financial Management Group
Virginia
$27.2M -$214K -408 -0.8%
AFG
711
Arkansas Financial Group
Arkansas
$27.2M +$151K +287 +0.6%
CIA
712
Capital Investment Advisors
Georgia
$27M -$4.01M -7,624 -13%
MC
713
Middleton & Co
Massachusetts
$26.9M +$732K +1,393 +3%
Susquehanna International Group
714
Susquehanna International Group
Pennsylvania
$26.8M +$8.56M +16,274 +47%
CWM
715
Campbell Wealth Management
Virginia
$26.7M +$471K +895 +2%
RFO
716
RiverGlades Family Offices
Florida
$26.7M -$396K -757 -1%
IFPG
717
Intrepid Financial Planning Group
Indiana
$26.6M -$436K -829 -2%
CFGF
718
Compass Financial Group (Florida)
Florida
$26.4M -$57.3K -109 -0.2%
CFP
719
Cascade Financial Partners
California
$26.3M +$26.3M +51,292 New
VFP
720
Verus Financial Partners
Virginia
$26.3M +$46.8K +89 +0.2%
TC
721
Trilogy Capital
California
$26.3M +$390K +742 +2%
BA
722
Ballew Advisors
Mississippi
$26.2M -$311K -601 -1%
ERWM
723
Elk River Wealth Management
Colorado
$26.1M -$5.25M -9,995 -17%
WHCFA
724
William Howard & Co Financial Advisors
Tennessee
$26M +$26M +49,497 New
IFA
725
Interactive Financial Advisors
Illinois
$26M +$18.7M +35,628 +257%