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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 %
ECM
1001
Evergreen Capital Management
Washington
$13M +$182K +346 +1%
HG
1002
Harbor Group
New Hampshire
$12.9M +$474K +901 +4%
FPAS
1003
Focus Partners Advisor Solutions
Missouri
$12.9M +$2.51M +4,779 +24%
CCM
1004
Canal Capital Management
Virginia
$12.9M -$397K -755 -3%
MWM
1005
McNaughton Wealth Management
California
$12.9M +$9.46K +18 +0.1%
DS
1006
DRW Securities
Illinois
$12.7M +$11.4M +21,727 +876%
ABC
1007
Associated Banc-Corp
Wisconsin
$12.7M +$259K +493 +2%
FFS
1008
Founders Financial Securities
Maryland
$12.7M -$1.05M -1,994 -8%
HIP
1009
HUB Investment Partners
Texas
$12.7M +$11.2M +21,343 +756%
ODIJL
1010
One Day In July LLC
Vermont
$12.7M +$2.1M +4,000 +20%
DIP
1011
DT Investment Partners
Pennsylvania
$12.6M +$8.72M +16,591 +224%
GFS
1012
GYL Financial Synergies
Connecticut
$12.6M +$303K +576 +2%
MWA
1013
Motive Wealth Advisors
Michigan
$12.5M +$8.26M +15,710 +196%
CM
1014
Columbus Macro
Pennsylvania
$12.4M +$57.3K +109 +0.5%
SAS
1015
SMI Advisory Services
Indiana
$12.4M +$637K +1,220 +5%
XF
1016
XML Financial
Maryland
$12.4M +$254K +483 +2%
BIA
1017
Bigelow Investment Advisors
Maine
$12.3M -$652K -1,241 -5%
CFS
1018
CRA Financial Services
New Jersey
$12.3M +$650K +1,237 +6%
FC
1019
Fusion Capital
South Carolina
$12.3M +$118K +225 +1%
CPA
1020
Capital Performance Advisors
California
$12.2M -$365K -694 -3%
SCP
1021
Silverleafe Capital Partners
Tennessee
$12.2M +$53.6K +102 +0.4%
DIM
1022
Delta Investment Management
California
$12.2M +$4.67M +8,882 +62%
AG
1023
Ascent Group
Virginia
$12.1M +$177K +337 +1%
EFS
1024
Essex Financial Services
Connecticut
$12.1M +$2.27M +4,322 +23%
CTWM
1025
Cherry Tree Wealth Management
Minnesota
$12.1M -$277K -526 -2%