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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 %
WMA
1126
Wealth Management Associates
New Jersey
$9.63M +$4.98M +9,107 +107%
MOS
1127
MGO One Seven
Ohio
$9.6M +$456K +868 +5%
AWG
1128
Altus Wealth Group
Colorado
$9.59M +$970K +1,846 +11%
WEG
1129
World Equity Group
Illinois
$9.59M -$4.2M -7,986 -30%
CC
1130
Chicago Capital
Illinois
$9.57M +$404K +768 +4%
VVP
1131
Venture Visionary Partners
Ohio
$9.57M -$287K -546 -3%
AAMC
1132
Asset Allocation & Management Company
Illinois
$9.57M
PAMG
1133
Patton Albertson Miller Group
Tennessee
$9.56M -$2.22M -4,222 -19%
EWA
1134
EverSource Wealth Advisors
Alabama
$9.54M -$425K -843 -4%
IAG
1135
Investment Advisory Group
Massachusetts
$9.54M +$413K +785 +5%
OCBCO
1136
Oversea-Chinese Banking Corp (OCBC)
Singapore
$9.53M
RFP
1137
RCS Financial Planning
Maryland
$9.51M -$6.11M -11,624 -39%
ARG
1138
Advisory Resource Group
Oklahoma
$9.51M -$195K -371 -2%
MFG
1139
Mendota Financial Group
Wisconsin
$9.49M +$5.51M +10,473 +138%
FA
1140
FDx Advisors
Illinois
$9.48M -$12.6M -23,999 -57%
MMRF
1141
Michelson Medical Research Foundation
California
$9.46M
ACP
1142
Arcus Capital Partners
Georgia
$9.4M -$1.41M -2,685 -13%
AI
1143
Arrien Investments
Idaho
$9.39M -$478K -910 -5%
SL
1144
Sentry LLC
Tennessee
$9.38M -$68.3K -130 -0.7%
EK
1145
Evensky & Katz
Florida
$9.31M -$448K -853 -5%
MD
1146
Money Design
Japan
$9.27M +$802K +1,525 +9%
WG
1147
Welch Group
Alabama
$9.25M -$3.86M -7,347 -29%
SAM
1148
Silvercrest Asset Management
New York
$9.25M -$373K -710 -4%
PI
1149
Pachira Investments
California
$9.25M -$797K -1,516 -8%
KWA
1150
Kingswood Wealth Advisors
California
$9.22M +$631K +1,200 +7%