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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 %
BONH
1026
Bank of New Hampshire
New Hampshire
$12M +$2.17M +4,136 +22%
AF
1027
Apollon Financial
South Carolina
$12M +$3.37M +6,415 +39%
MPW
1028
MA Private Wealth
California
$12M -$544K -1,034 -4%
IGWM
1029
ICA Group Wealth Management
Colorado
$12M +$229K +435 +2%
SRC
1030
Shufro Rose & Co
New York
$12M +$12M +22,756 New
RW
1031
Regimen Wealth
Georgia
$11.9M -$236K -448 -2%
FG
1032
Fairman Group
Pennsylvania
$11.9M -$421K -801 -3%
GWMIA
1033
Global Wealth Management Investment Advisory
Florida
$11.9M +$206K +392 +2%
NSIM
1034
North Star Investment Management
Illinois
$11.9M +$599K +1,139 +5%
CT
1035
Colonial Trust
South Carolina
$11.9M +$596K +1,134 +5%
Empower Advisory Group
1036
Empower Advisory Group
Colorado
$11.9M -$518K -985 -4%
Nomura Asset Management
1037
Nomura Asset Management
Japan
$11.9M +$2.18M +4,140 +22%
MWM
1038
Mosley Wealth Management
California
$11.8M -$2.49M -4,736 -17%
NP
1039
NorthRock Partners
Minnesota
$11.8M +$6.68M +12,700 +131%
FPFS
1040
First Personal Financial Services
North Carolina
$11.8M +$342K +650 +3%
VWM
1041
Venturi Wealth Management
Texas
$11.8M -$4.43M -8,433 -27%
WP
1042
WealthPLAN Partners
Nebraska
$11.8M -$31K -59 -0.3%
SB
1043
Strategic Blueprint
Georgia
$11.7M +$752K +1,431 +7%
WHG
1044
Westwood Holdings Group
Texas
$11.7M -$421K -801 -3%
PNC
1045
Park National Corp
Ohio
$11.7M -$22.1K -42 -0.2%
MFG
1046
Mosaic Financial Group
Illinois
$11.6M +$11.6M +22,092 New
OMC
1047
Old Mission Capital
Illinois
$11.6M +$11.6M +21,998 New
PTC
1048
Private Trust Company
Ohio
$11.5M -$1.76M -3,354 -13%
AWP
1049
Avid Wealth Partners
Texas
$11.5M +$11.3M +21,437 +4,212%
VAS
1050
Vestmark Advisory Solutions
Massachusetts
$11.5M +$1.62M +3,084 +16%