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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 %
KW
1201
KWB Wealth
California
$8.15M -$155K -295 -2%
IAIM
1202
International Assets Investment Management
Florida
$8.15M -$1.33M -2,535 -14%
IMRF
1203
Illinois Municipal Retirement Fund
Illinois
$8.15M -$8.94M -17,000 -52%
GM
1204
GeoWealth Management
Illinois
$8.14M -$1.42M -2,704 -15%
SFG
1205
Sunburst Financial Group
Alabama
$8.11M -$39.4K -75 -0.5%
CPA
1206
Cardiff Park Advisors
California
$8.11M +$67.3K +128 +0.8%
SCM
1207
SOL Capital Management
Maryland
$8.09M -$376K -716 -4%
OSAM
1208
O'Shaughnessy Asset Management
Connecticut
$8.08M +$2.73M +5,198 +51%
CG
1209
Caprock Group
Idaho
$8.07M -$13.1K -25 -0.2%
MWM
1210
Mission Wealth Management
California
$8.05M +$1.22M +2,317 +18%
TW
1211
TritonPoint Wealth
Maryland
$8.03M +$1.95M +5,652 +32%
MCA
1212
MSH Capital Advisors
Arizona
$8.03M -$112K -213 -1%
FFG
1213
Foundry Financial Group
New Hampshire
$8.01M +$744K +1,415 +10%
MF
1214
Meridian Financial
Massachusetts
$8.01M -$91.5K -174 -1%
FAIM
1215
Financial Advocates Investment Management
Washington
$7.99M -$522K -1,044 -6%
PMFA
1216
Plante Moran Financial Advisors
Michigan
$7.98M +$1.01M +1,915 +14%
SFI
1217
SPC Financial Inc
Maryland
$7.97M +$950K +1,807 +14%
GP
1218
Geneva Partners
Wisconsin
$7.92M +$70.4K +134 +0.9%
FSA
1219
Financial Services Advisory
Maryland
$7.89M +$2.15M +4,089 +37%
RCM
1220
Raleigh Capital Management
North Carolina
$7.87M -$2.16M -4,108 -22%
Calamos Advisors
1221
Calamos Advisors
Illinois
$7.87M +$1.07M +2,033 +16%
SOS
1222
Silver Oak Securities
Tennessee
$7.83M -$605K -1,151 -7%
AEPWM
1223
Atlantic Edge Private Wealth Management
Florida
$7.81M +$175K +333 +2%
FPCG
1224
Forum Private Client Group
Indiana
$7.79M +$583K +1,108 +8%
CASB
1225
Cape Ann Savings Bank
Massachusetts
$7.73M +$1.75M +3,324 +29%