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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 %
EPM
826
Elm Partners Management
Pennsylvania
$19.4M -$639K -1,215 -3%
MWS
827
Maxwell Wealth Strategies
California
$19.2M -$1.07M -2,029 -5%
PCM
828
Pennsylvania Capital Management
Pennsylvania
$19.2M +$832K +1,583 +5%
VWWMG
829
Vermillion & White Wealth Management Group
Pennsylvania
$19M +$1.93M +3,665 +11%
PP
830
Passaic Partners
New Jersey
$19M +$19M +36,060 New
HSWM
831
Hubbell Strickland Wealth Management
Louisiana
$18.9M +$62.5K +119 +0.3%
SF
832
SWP Financial
California
$18.8M +$508K +970 +3%
FB
833
Fulton Bank
Pennsylvania
$18.8M +$1.32M +2,517 +8%
EWM
834
EPG Wealth Management
Georgia
$18.8M -$100K -191 -0.5%
GG
835
GenWealth Group
New Jersey
$18.8M +$1.08M +2,063 +6%
PFA
836
Pure Financial Advisors
California
$18.7M +$647K +1,231 +4%
SC
837
Sierra Capital
Florida
$18.7M +$3.2M +6,082 +21%
HWA
838
Hilltop Wealth Advisors
North Carolina
$18.7M -$2.25M -4,284 -11%
LA
839
Lynch & Associates
Indiana
$18.7M +$86.7K +165 +0.5%
American Century Companies
840
American Century Companies
Missouri
$18.6M +$2.16M +4,115 +13%
AR
841
Apeiron RIA
Texas
$18.6M -$3.24M -6,172 -15%
CAC
842
Certified Advisory Corp
Florida
$18.6M +$126K +239 +0.7%
EFM
843
Eley Financial Management
Vermont
$18.5M -$4.29M -8,165 -19%
WPW
844
Waldron Private Wealth
Pennsylvania
$18.4M -$1.64M -3,111 -8%
HC
845
Hoese & Co
Minnesota
$18.4M +$308K +604 +2%
FFO
846
Fortitude Family Office
Arizona
$18.4M +$3.02M +5,753 +20%
NFG
847
Nadler Financial Group
Illinois
$18.3M +$434K +825 +2%
BFG
848
Bleakley Financial Group
New Jersey
$18.2M -$146K -277 -0.8%
TC
849
TAGStone Capital
North Carolina
$18.1M +$6.31K +12 +0%
AWM
850
Abound Wealth Management
Tennessee
$18M +$114K +216 +0.6%