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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 %
4FG
901
4Thought Financial Group
New York
$16M +$7.04M +13,391 +79%
NB
902
Northwest Bancshares
Pennsylvania
$16M -$130K -248 -0.8%
BIP
903
Blueprint Investment Partners
North Carolina
$15.9M -$3.43M -6,522 -18%
AMG
904
Asset Management Group
Connecticut
$15.9M -$350K -666 -2%
CC
905
Copperleaf Capital
North Carolina
$15.9M +$2.1M +3,993 +15%
SWM
906
Sanctuary Wealth Management
Idaho
$15.9M +$1.31M +2,494 +9%
WJA
907
Willis Johnson & Associates
Texas
$15.9M -$487K -927 -3%
MWP
908
Madison Wealth Partners
Wisconsin
$15.9M +$206K +392 +1%
SSW
909
Smith Shellnut Wilson
Mississippi
$15.8M -$227K -432 -1%
TFM
910
Trademark Financial Management
Minnesota
$15.7M -$649K -1,235 -4%
SIM
911
Strategic Investment Management
Virginia
$15.7M +$15.5M +30,300 +7,354%
OC
912
Oarsman Capital
Wisconsin
$15.7M +$2.79M +5,316 +22%
AIM
913
Acropolis Investment Management
Missouri
$15.6M -$639K -1,215 -4%
JWM
914
Jackson Wealth Management
Florida
$15.6M +$423K +805 +3%
AL
915
ADE LLC
Maryland
$15.6M -$189K -360 -1%
PWM
916
Praetorian Wealth Management
California
$15.4M +$227K +431 +1%
AFS
917
Axiom Financial Strategies
Indiana
$15.4M -$475K -903 -3%
CIAS
918
CBIZ Investment Advisory Services
Ohio
$15.3M +$437K +831 +3%
ES
919
Eagle Strategies
New York
$15.3M +$6.5M +12,356 +74%
SGCA
920
Steel Grove Capital Advisors
Tennessee
$15.3M +$331K +630 +2%
AWA
921
Arete Wealth Advisors
Illinois
$15.2M -$2.08M -3,959 -12%
PCA
922
Pallas Capital Advisors
Massachusetts
$15.2M -$1.34M -2,549 -8%
BWM
923
BCGM Wealth Management
Indiana
$15.1M +$72K +137 +0.5%
MFT
924
Moisand Fitzgerald Tamayo
Florida
$15.1M -$506K -963 -3%
MWM
925
Modern Wealth Management
Kansas
$15M +$11.5M +21,905 +327%