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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 %
DC
1101
Davenport & Co
Virginia
$10.1M -$264K -503 -3%
TCM
1102
Telos Capital Management
California
$10.1M +$209K +397 +2%
HSA
1103
HBK Sorce Advisory
Pennsylvania
$10M +$3.09M +5,882 +45%
RDIA
1104
RE Dickinson Investment Advisors
Iowa
$10M +$3.65M +6,944 +58%
UWS
1105
Unique Wealth Strategies
Illinois
$9.99M +$9.99M +19,005 New
SS
1106
Sound Stewardship
Kansas
$9.97M +$144K +273 +1%
GWM
1107
Greenhouse Wealth Management
Connecticut
$9.97M +$26.8K +51 +0.3%
SL
1108
Salomon & Ludwin
Virginia
$9.96M +$13.7K +26 +0.1%
ANBT
1109
American National Bank & Trust
Texas
$9.95M +$446K +849 +5%
SHFA
1110
SC&H Financial Advisors
Maryland
$9.93M -$311K -592 -3%
BHWM
1111
Beaird Harris Wealth Management
Texas
$9.91M -$605K -1,150 -6%
RWP
1112
Revolve Wealth Partners
New Jersey
$9.88M -$52.6K -100 -0.5%
HAC
1113
Harbor Advisory Corp
New Hampshire
$9.88M -$772K -1,469 -7%
WJWM
1114
Williams Jones Wealth Management
New York
$9.86M +$11K +21 +0.1%
DWM
1115
Darwin Wealth Management
Florida
$9.83M -$808K -1,537 -8%
MSFS
1116
Main Street Financial Solutions
Pennsylvania
$9.78M +$282K +537 +3%
EFMH
1117
E Fund Management (HK)
Hong Kong
$9.77M +$3.41M +6,482 +54%
EFM
1118
E Fund Management
China
$9.77M +$3.41M +6,482 +54%
CWP
1119
Cyndeo Wealth Partners
Florida
$9.75M +$2.14M +4,073 +28%
AA
1120
Argent Advisors
Louisiana
$9.72M +$444K +845 +5%
SA
1121
SpiderRock Advisors
Delaware
$9.71M +$9.71M +18,795 New
BBNA
1122
Bremer Bank National Association
Minnesota
$9.71M +$4.91M +9,346 +102%
MPM
1123
Meritage Portfolio Management
Kansas
$9.71M +$95.2K +181 +1%
MI
1124
Mango Investments
Colorado
$9.67M
TPWA
1125
Twin Peaks Wealth Advisors
California
$9.66M +$148K +282 +2%