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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 %
PCA
876
Peddock Capital Advisors
Massachusetts
$17.1M +$926K +1,762 +6%
VHAM
877
Van Hulzen Asset Management
California
$17.1M +$29.4K +56 +0.2%
RWIA
878
Roger Wittlin Investment Advisory
California
$17M +$5.85M +11,129 +52%
JFG
879
JDM Financial Group
Texas
$16.9M +$578K +1,100 +4%
WWM
880
Western Wealth Management
Colorado
$16.9M -$302K -574 -2%
GBT
881
Grove Bank & Trust
Florida
$16.8M +$873K +1,661 +5%
CFO
882
CVA Family Office
Colorado
$16.8M +$300K +571 +2%
Bank Julius Baer & Co
883
Bank Julius Baer & Co
Switzerland
$16.6M -$2.8M -5,335 -14%
MIA
884
MainStreet Investment Advisors
Illinois
$16.6M -$31.5K -60 -0.2%
SFG
885
Sovereign Financial Group
Connecticut
$16.5M -$1.22M -2,315 -7%
WCFA
886
Walkner Condon Financial Advisors
Wisconsin
$16.5M +$609K +1,158 +4%
GVAG
887
Great Valley Advisor Group
Delaware
$16.5M -$4.44M -8,438 -21%
GKWIM
888
Gerber Kawasaki Wealth & Investment Management
California
$16.5M +$1.03M +1,958 +7%
AWMG
889
Alliance Wealth Management Group
New Jersey
$16.4M +$823K +1,566 +5%
GWM
890
Gray Wealth Management
Maine
$16.4M +$95.7K +182 +0.6%
CFS
891
Coordinated Financial Services
Colorado
$16.4M +$16.4M +31,172 New
CWA
892
Centennial Wealth Advisory
Michigan
$16.4M +$6.79M +12,911 +71%
CFC
893
Client First Capital
California
$16.3M +$8.48M +16,123 +108%
PBO
894
Peoples Bank (Ohio)
Ohio
$16.2M -$309K -587 -2%
SWM
895
Scissortail Wealth Management
Oklahoma
$16.2M +$16.2M +30,759 New
AWS
896
Aspen Wealth Strategies
Colorado
$16.1M +$2.82M +5,369 +21%
CIP
897
Capital Insight Partners
Arizona
$16.1M +$802K +1,526 +5%
TCA
898
Transcend Capital Advisors
New Jersey
$16.1M -$1.35M -2,564 -8%
ST
899
Sageworth Trust
Pennsylvania
$16.1M -$404K -768 -2%
Retirement Systems of Alabama
900
Retirement Systems of Alabama
Alabama
$16M -$181K -345 -1%