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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 %
AC
726
Asio Capital
Kentucky
$26M +$2.26M +4,290 +10%
CAAM
727
Cornerstone Advisors Asset Management
Pennsylvania
$25.9M -$427K -813 -2%
NVCHI
728
New Vernon Capital Holdings II
New Jersey
$25.8M +$9.59M +18,241 +59%
MFS
729
Madrona Financial Services
Washington
$25.6M -$324K -617 -1%
Betterment LLC
730
Betterment LLC
New York
$25.6M +$16.5M +31,301 +180%
SP
731
SWS Partners
Ohio
$25.6M -$762K -1,450 -3%
EL
732
EQ LLC
Washington
$25.6M +$3.81M +7,243 +18%
GCA
733
Greenwood Capital Associates
South Carolina
$25.5M -$3.7M -7,042 -13%
CST
734
Charles Schwab Trust
Nevada
$25.4M -$2.09M -3,981 -8%
CWP
735
Corepath Wealth Partners
Arizona
$25.4M -$25.6M -50,427 -50%
VC
736
Vestor Capital
Illinois
$25.2M +$3.11M +5,908 +14%
BFM
737
Boston Financial Management
Massachusetts
$25.1M -$377K -717 -1%
SC
738
Scotia Capital
Ontario, Canada
$25.1M -$3.37M -6,414 -12%
BFG
739
Beacon Financial Group
Texas
$25M +$5.12M +9,742 +26%
SFG
740
Snider Financial Group
Washington
$24.6M +$7.65M +14,553 +45%
LFG
741
Leverty Financial Group
Wisconsin
$24.6M -$265K -505 -1%
WWM
742
Waterway Wealth Management
Texas
$24.5M -$654K -1,244 -3%
FA
743
Fountainhead AM
New Jersey
$24.5M +$715K +1,360 +3%
SC
744
Syon Capital
California
$24.4M -$18.2M -34,631 -43%
RWA
745
River Wealth Advisors
Pennsylvania
$24.2M -$2.69M -5,117 -10%
ATPW
746
Ashton Thomas Private Wealth
Arizona
$24.2M +$119K +227 +0.5%
PGFC
747
Peapack-Gladstone Financial Corp
New Jersey
$24.2M +$5.22M +9,925 +28%
SCA
748
Sandy Cove Advisors
Massachusetts
$24.2M +$5.26M +9,996 +28%
SC
749
SouthState Corp
Florida
$24M -$54.7K -104 -0.2%
Jane Street
750
Jane Street
New York
$24M +$20.2M +38,448 +535%