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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 %
FPCP
751
Fort Point Capital Partners
California
$23.9M +$203K +386 +0.9%
BHIA
752
Birch Hill Investment Advisors
Massachusetts
$23.9M +$402K +764 +2%
OCM
753
One Capital Management
California
$23.9M +$1.11M +2,106 +5%
WAP
754
Wealthcare Advisory Partners
Pennsylvania
$23.8M -$2.93M -5,579 -11%
MNBTD
755
Moody National Bank Trust Division
Texas
$23.8M
MFG
756
Monumental Financial Group
Maryland
$23.6M +$2.72M +5,170 +13%
CG
757
Cynosure Group
Utah
$23.6M +$2.27M +4,314 +11%
NFP
758
NorthLanding Financial Partners
New York
$23.6M +$20.9M +39,840 +794%
AGC
759
Aspen Grove Capital
Colorado
$23.6M
SIAM
760
Sterling Investment Advisors (Missouri)
Missouri
$23.4M -$590K -1,123 -2%
AFC
761
Adaptive Financial Consulting
Ohio
$23.3M +$382K +726 +2%
AWM
762
Adams Wealth Management
Utah
$23.3M +$19.5K +37 +0.1%
LCOV
763
London Company of Virginia
Virginia
$23.2M -$17.5M -33,317 -43%
CAG
764
Csenge Advisory Group
Florida
$23.1M -$628K -1,195 -3%
IWP
765
IAG Wealth Partners
Wisconsin
$23M -$1.21M -2,297 -5%
MTWSIF
766
Mivtachim The Workers Social Insurance Fund
Israel
$22.9M +$2.3M +4,375 +11%
TGCMU
767
Titan Global Capital Management USA
New York
$22.8M +$5.67M +10,783 +33%
VWM
768
Vivid Wealth Management
Iowa
$22.6M -$215K -408 -0.9%
PIAS
769
PCA Investment Advisory Services
Ohio
$22.5M +$984K +1,871 +5%
SF
770
Synovus Financial
Georgia
$22.4M +$111K +211 +0.5%
AG
771
AlTi Global
New York
$22.4M -$413K -785 -2%
Qube Research & Technologies (QRT)
772
Qube Research & Technologies (QRT)
United Kingdom
$22.3M +$18.5M +35,258 +496%
LA
773
Legacy Advisors
Pennsylvania
$22.1M
CWA
774
Continuum Wealth Advisors
New York
$22.1M +$3.09M +5,886 +16%
AFG
775
Atomi Financial Group
New York
$22M +$8.48M +16,126 +63%