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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 %
BFS
976
Bare Financial Services
Pennsylvania
$13.4M +$6.28M +12,446 +88%
WB
977
WesBanco Bank
West Virginia
$13.4M +$1.66M +3,155 +14%
GAM
978
Gould Asset Management
California
$13.4M -$394K -749 -3%
TFF
979
The Family Firm
Maryland
$13.4M -$132K -252 -1%
LSAG
980
Lake Street Advisors Group
New Hampshire
$13.3M -$748K -1,423 -5%
SFP
981
Shepherd Financial Partners
Massachusetts
$13.3M +$299K +568 +2%
SSCM
982
Spectrum Strategic Capital Management
Oregon
$13.3M +$2.38M +4,531 +22%
V
983
VeraBank
Texas
$13.3M +$695K +1,322 +6%
LA
984
Latitude Advisors
Florida
$13.3M +$1.34M +2,544 +11%
PVI
985
Pine Valley Investments
New Jersey
$13.2M -$755K -1,436 -5%
PHAM
986
Palisades Hudson Asset Management
Florida
$13.2M -$406K -773 -3%
AHC
987
Anderson Hoagland & Co
Missouri
$13.2M +$330K +638 +3%
OWA
988
Outlook Wealth Advisors
Texas
$13.2M +$7.82M +14,876 +146%
PM
989
Pembroke Management
Quebec, Canada
$13.1M -$494K -939 -4%
FIM
990
Fernwood Investment Management
Massachusetts
$13.1M +$245K +466 +2%
4WM
991
4J Wealth Management
Virginia
$13.1M +$7.36K +14 +0.1%
CHA
992
Cooper/Haims Advisors
New York
$13.1M -$53.1K -101 -0.4%
BWA
993
Beam Wealth Advisors
Louisiana
$13.1M +$364K +692 +3%
PO
994
Private Ocean
California
$13.1M -$3.78M -7,195 -22%
CTC
995
Central Trust Company
Missouri
$13.1M +$206K +391 +2%
IMC Chicago
996
IMC Chicago
Illinois
$13M +$13M +24,803 New
GHA
997
Granite Harbor Advisors
Texas
$13M -$660K -1,255 -5%
Vanguard Group
998
Vanguard Group
Pennsylvania
$13M +$1.18M +2,252 +10%
AAM
999
Aureus Asset Management
Massachusetts
$13M +$2.51M +4,782 +24%
PCA
1000
Providence Capital Advisors
North Carolina
$13M +$46.8K +89 +0.4%