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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 %
SR
1076
Syntax Research
Florida
$10.7M -$422K -803 -4%
MLA
1077
My Legacy Advisors
Oregon
$10.7M +$529K +1,007 +5%
SAG
1078
Spotlight Asset Group
Illinois
$10.6M -$61.5K -117 -0.6%
HIA
1079
Harbor Investment Advisory
Maryland
$10.5M -$246K -468 -2%
WF
1080
Wayfinding Financial
Washington
$10.5M -$899K -1,729 -8%
GCM
1081
Granby Capital Management
Florida
$10.5M
HI
1082
Horizon Investments
North Carolina
$10.5M -$332K -632 -3%
NAS
1083
Nicolet Advisory Services
Wisconsin
$10.4M -$524K -1,005 -5%
OFG
1084
Omega Financial Group
California
$10.4M +$204K +388 +2%
LT
1085
Legacy Trust
Michigan
$10.4M -$1.67M -3,176 -14%
BCWM
1086
Bartlett & Co Wealth Management
Ohio
$10.4M -$232K -442 -2%
FFM
1087
Fullerton Fund Management
Singapore
$10.4M +$3.78M +7,198 +57%
Treasurer of the State of North Carolina
1088
Treasurer of the State of North Carolina
North Carolina
$10.3M -$8.07M -15,343 -44%
TPWA
1089
TRUE Private Wealth Advisors
Oregon
$10.3M -$3.43M -6,524 -25%
DI
1090
DAGCO Inc
Ohio
$10.3M +$10.3M +19,569 +29,207%
SAW
1091
Signal Advisors Wealth
Michigan
$10.3M -$869K -1,652 -8%
CFG
1092
Cosner Financial Group
Colorado
$10.3M +$10.3M +19,542 New
X
1093
Xponance
Pennsylvania
$10.2M -$1.87M -3,566 -15%
SDAM
1094
Shulman DeMeo Asset Management
New York
$10.2M +$3.68K +7 +0%
CWM
1095
Connecticut Wealth Management
Connecticut
$10.2M -$431K -819 -4%
CWM
1096
Congress Wealth Management
Massachusetts
$10.2M -$7.02M -13,343 -41%
SC
1097
Sykon Capital
New York
$10.2M +$10.2M +19,346 New
AM
1098
AGF Management
Ontario, Canada
$10.1M -$109K -207 -1%
DFA
1099
DHK Financial Advisors
New Hampshire
$10.1M -$217K -412 -2%
BCG
1100
Breakwater Capital Group
New Jersey
$10.1M -$184K -350 -2%