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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 %
YIA
1151
YHB Investment Advisors
Connecticut
$9.22M +$80.4K +153 +0.9%
GFG
1152
Goldstone Financial Group
Illinois
$9.2M +$1.62M +3,079 +21%
AWA
1153
Aletheian Wealth Advisors
Washington
$9.19M -$30K -57 -0.3%
AIA
1154
Armor Investment Advisors
North Carolina
$9.15M +$2.85M +5,424 +45%
LIM
1155
Leavell Investment Management
Alabama
$9.1M +$7.36K +14 +0.1%
PCS
1156
Private Client Services
Kentucky
$9.09M +$2.73M +5,184 +43%
PPC
1157
Park Place Capital
Alabama
$9M +$65.7K +125 +0.7%
MWM
1158
Maripau Wealth Management
Indiana
$8.94M -$1.11M -2,116 -11%
EP
1159
Edgestream Partners
New Jersey
$8.94M +$3.09M +5,883 +53%
CRI
1160
Commonwealth Retirement Investments
Virginia
$8.9M -$1.08M -2,058 -11%
RDWM
1161
Red Door Wealth Management
Tennessee
$8.85M +$2.1K +4 +0%
BWM
1162
Boyd Wealth Management
California
$8.85M -$83.1K -158 -0.9%
NFC
1163
Northeast Financial Consultants
Connecticut
$8.83M +$517K +983 +6%
I2I
1164
Insight 2811 Inc
Illinois
$8.83M +$1.27M +2,419 +17%
MWM
1165
MBE Wealth Management
Wisconsin
$8.81M -$34.4M -65,448 -80%
CCT
1166
Chemung Canal Trust
New York
$8.8M -$1.14M -2,162 -11%
MWM
1167
MinichMacGregor Wealth Management
New York
$8.78M -$87.1K -166 -1%
MWM
1168
Merriman Wealth Management
Washington
$8.77M -$134K -254 -2%
SWP
1169
Strategic Wealth Partners
Ohio
$8.77M +$844K +1,605 +11%
EFH
1170
Eaton Financial Holdings
Florida
$8.76M +$1.21M +2,294 +16%
HWP
1171
Heritage Wealth Partners
Ohio
$8.72M
RCIM
1172
Red Cedar Investment Management
Michigan
$8.72M +$444K +844 +5%
RWI
1173
Red Wave Investments
Pennsylvania
$8.66M -$152K -290 -2%
WP
1174
WMS Partners
Maryland
$8.64M +$45.2K +86 +0.5%
VCA
1175
Verdence Capital Advisors
Maryland
$8.6M -$101K -193 -1%