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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 %
FNT
851
First National Trust
Pennsylvania
$17.8M -$590K -1,122 -3%
NGA
852
Naples Global Advisors
Florida
$17.8M +$241K +459 +1%
MSAM
853
Moloney Securities Asset Management
Missouri
$17.8M +$3.04M +5,791 +21%
MSWMA
854
Market Street Wealth Management Advisors
Indiana
$17.7M -$756K -1,438 -4%
OWA
855
One Wealth Advisors
California
$17.6M -$695K -1,322 -4%
HWA
856
HCR Wealth Advisors
California
$17.6M -$647K -1,231 -4%
KDA
857
Kraft Davis & Associates
Missouri
$17.6M +$387K +739 +2%
DC
858
DeDora Capital
California
$17.6M +$1.23M +2,345 +8%
SCA
859
Southern Capital Advisors
Tennessee
$17.6M -$36.8K -70 -0.2%
BFS
860
Bradley Foster & Sargent
Connecticut
$17.6M +$119K +227 +0.7%
RIA
861
Richwood Investment Advisors
Ohio
$17.6M -$211K -401 -1%
KWM
862
Kingsview Wealth Management
Oregon
$17.6M +$241K +458 +1%
MWM
863
Meridian Wealth Management
Kentucky
$17.6M +$1.67M +3,179 +11%
NAG
864
Northstar Advisory Group
New Jersey
$17.5M -$2.94M -5,619 -14%
CAM
865
Creekmur Asset Management
Illinois
$17.5M -$7.23M -13,743 -29%
GLA
866
Good Life Advisors
Pennsylvania
$17.4M +$400K +761 +2%
SCP
867
Stevens Capital Partners
Nebraska
$17.4M +$7.65M +14,544 +79%
CWM
868
Centurion Wealth Management
Virginia
$17.3M -$4.84M -9,211 -22%
SIM
869
Stratos Investment Management
Ohio
$17.2M -$965K -1,835 -5%
GWM
870
GSB Wealth Management
Connecticut
$17.2M -$1.79M -3,400 -9%
BRM
871
Boston Research & Management
Massachusetts
$17.2M -$390K -742 -2%
RFG
872
RFP Financial Group
Georgia
$17.2M +$831K +1,581 +5%
SC
873
Stephenson & Company
California
$17.2M +$1.33M +2,536 +8%
MWP
874
MYCIO Wealth Partners
Pennsylvania
$17.2M +$3.7M +7,032 +27%
FPW
875
Flagship Private Wealth
Massachusetts
$17.1M +$5.85M +11,120 +52%