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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 %
IWMWV
926
Ironwood Wealth Management (West Virginia)
West Virginia
$14.9M -$125K -240 -0.8%
QCM
927
Quantinno Capital Management
New York
$14.8M +$4.88M +9,289 +49%
FW
928
Fairway Wealth
Ohio
$14.8M +$106K +202 +0.7%
LI
929
Louisbourg Investments
New Brunswick, Canada
$14.7M +$128K +268 +0.9%
MWAM
930
Manhattan West Asset Management
California
$14.6M +$2.75M +5,235 +23%
VP
931
Verum Partners
North Carolina
$14.6M -$1.38M -2,634 -9%
PCM
932
Parsons Capital Management
Rhode Island
$14.6M -$53.6K -102 -0.4%
PS
933
Portfolio Strategies
New York
$14.6M +$13.8M +26,169 +1,678%
FFW
934
Fusion Family Wealth
New York
$14.6M
WWM
935
Wiser Wealth Management
Georgia
$14.5M -$199K -378 -1%
AWM
936
Axxcess Wealth Management
California
$14.5M -$59.4K -113 -0.4%
BAM
937
Belpointe Asset Management
Nevada
$14.5M -$2.12M -4,030 -13%
EFA
938
Evernest Financial Advisors
Indiana
$14.5M +$5.2M +10,461 +56%
TMWM
939
Taylor & Morgan Wealth Management
Michigan
$14.5M +$77.3K +147 +0.5%
HCM
940
Hengehold Capital Management
Ohio
$14.5M +$939K +1,787 +7%
HCM
941
Highview Capital Management
Illinois
$14.5M +$127K +241 +0.9%
BFM
942
Broadview Financial Management
Wisconsin
$14.4M -$348K -662 -2%
FC
943
Fulcrum Capital
Washington
$14.3M +$311K +591 +2%
BCA
944
Bay Colony Advisors
Massachusetts
$14.2M +$135K +256 +1%
HIC
945
Hartline Investment Corp
Illinois
$14.2M +$14.2M +27,095 New
TNB
946
Thomasville National Bank
Georgia
$14.2M -$250K -475 -2%
BWCS
947
Beirne Wealth Consulting Services
Connecticut
$14.2M +$100K +191 +0.7%
FAM
948
Frontier Asset Management
Wyoming
$14.2M -$772K -1,469 -5%
AA
949
AlphaMark Advisors
Kentucky
$14.2M -$1.36M -2,595 -9%
DC
950
Destiny Capital
Colorado
$14.2M +$312K +594 +2%