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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 %
CSPIA
1051
Cary Street Partners Investment Advisory
Virginia
$11.4M +$2.15M +4,082 +23%
PIA
1052
Perennial Investment Advisors
California
$11.4M +$5.43M +10,320 +90%
NWA
1053
New World Advisors
Massachusetts
$11.4M +$2.08M +3,951 +22%
PA
1054
PFG Advisors
Arizona
$11.4M -$12.1M -22,979 -51%
WB
1055
Webster Bank
Connecticut
$11.4M +$1.32M +2,516 +13%
ACM
1056
Armbruster Capital Management
New York
$11.4M -$605K -1,150 -5%
Capital Fund Management (CFM)
1057
Capital Fund Management (CFM)
France
$11.4M +$11.4M +21,600 New
BCM
1058
Becker Capital Management
Oregon
$11.3M +$10.5K +20 +0.1%
PIMG
1059
Patriot Investment Management Group
Tennessee
$11.3M +$478K +910 +4%
REMPR
1060
Roof Eidam Maycock Peralta (REMP)
California
$11.2M +$482K +917 +4%
NS
1061
NBC Securities
Alabama
$11.2M -$676K -1,171 -6%
KA
1062
Kooman & Associates
Pennsylvania
$11.2M -$578K -1,099 -5%
HF
1063
HRT Financial
New York
$11.2M +$11.2M +21,332 New
CIAS
1064
Capital Investment Advisory Services
North Carolina
$11.2M -$188K -357 -2%
PWP
1065
Precedent Wealth Partners
Texas
$11.1M +$343K +652 +3%
ZF
1066
Zhang Financial
Michigan
$11.1M +$593K +1,128 +6%
RTL
1067
Red Tortoise LLC
Georgia
$11M -$157K -298 -1%
IFAM
1068
Institutional & Family Asset Management
Colorado
$10.9M +$41.5K +79 +0.4%
FFP
1069
Forbes Financial Planning
Rhode Island
$10.9M -$304K -578 -3%
TRIA
1070
Trail Ridge Investment Advisors
Colorado
$10.9M -$888K -1,690 -8%
IA
1071
IFG Advisory
Georgia
$10.8M -$485K -923 -4%
Fiera Capital (Canada)
1072
Fiera Capital (Canada)
Quebec, Canada
$10.8M +$576K +1,096 +6%
PWM
1073
Power Wealth Management
Georgia
$10.7M -$446K -848 -4%
WMP
1074
Wealth Management Partners
Arizona
$10.7M -$508K -966 -5%
BFA
1075
Bright Financial Advisors
Michigan
$10.7M +$10.7M +23,217 New