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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 %
FW
1176
Fidato Wealth
Ohio
$8.57M -$359K -682 -4%
LFAS
1177
Level Four Advisory Services
Texas
$8.54M
CFSG
1178
Community Financial Services Group
Vermont
$8.54M +$8.54M +16,244 New
MCM
1179
Manchester Capital Management
Vermont
$8.53M -$89.4K -170 -1%
KCM
1180
Kennicott Capital Management
California
$8.49M +$7.36K +14 +0.1%
UB
1181
Umpqua Bank
Oregon
$8.43M +$8.43M +16,041 New
SAM
1182
Summit Asset Management
Tennessee
$8.42M +$5.83M +11,089 +225%
BTWM
1183
Baker Tilly Wealth Management
Wisconsin
$8.42M -$1.41M -2,674 -14%
HWMA
1184
Heritage Wealth Management (Arizona)
Arizona
$8.39M +$721K +1,371 +9%
CIR
1185
Clear Investment Research
Georgia
$8.38M -$184K -350 -2%
JA
1186
JVL Associates
Michigan
$8.37M -$21.6K -41 -0.3%
SB
1187
Simmons Bank
Arkansas
$8.36M +$47.3K +90 +0.6%
BWP
1188
Baldwin Wealth Partners
Massachusetts
$8.36M -$227K -431 -3%
BL
1189
BFSG LLC
California
$8.36M -$119K -227 -1%
MIA
1190
Milestone Investment Advisors
Wisconsin
$8.34M +$16.3K +31 +0.2%
CD
1191
Chapin Davis
Maryland
$8.32M +$932K +1,772 +13%
EI
1192
Ellevest Inc
New York
$8.31M +$95.2K +181 +1%
CCP
1193
Cassia Capital Partners
North Carolina
$8.31M +$3M +5,702 +56%
NL
1194
NEPC LLC
Massachusetts
$8.3M
SWA
1195
Sax Wealth Advisors
New Jersey
$8.29M +$381K +725 +5%
LG
1196
Leuthold Group
Minnesota
$8.29M +$1.05K +2 +0%
IIC
1197
Integrated Investment Consultants
Michigan
$8.29M -$114K -216 -1%
UOTTAIMCU
1198
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$8.27M +$96.2K +183 +1%
CA
1199
Continuum Advisory
Idaho
$8.26M -$1.43M -2,728 -15%
GEA
1200
Glen Eagle Advisors
New Jersey
$8.26M -$88.8K -169 -1%