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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 %
EWM
1226
Empirical Wealth Management
Washington
$7.71M -$243K -462 -3%
SMAM
1227
Sugar Maple Asset Management
Wisconsin
$7.69M +$7.69M +14,617 New
PAG
1228
Private Advisory Group
Washington
$7.64M +$2.35M +4,471 +44%
TA
1229
TFB Advisors
Kansas
$7.63M +$4.84M +9,617 +173%
9WM
1230
9258 Wealth Management
Ohio
$7.62M -$67.3K -128 -0.9%
MCM
1231
MidAtlantic Capital Management
Virginia
$7.61M +$920K +1,749 +14%
JIP
1232
Jaffetilchin Investment Partners
Florida
$7.6M -$118K -224 -2%
YLHM
1233
Yelin Lapidot Holdings Management
Israel
$7.59M +$4.98M +9,472 +191%
TSWM
1234
Tyler-Stone Wealth Management
Ohio
$7.58M +$224K +427 +3%
ICP
1235
Interchange Capital Partners
Pennsylvania
$7.58M -$1.39M -2,729 -15%
SGK
1236
Steigerwald Gordon & Koch
Virginia
$7.44M +$55.2K +105 +0.7%
QC
1237
Quent Capital
New York
$7.4M +$473K +899 +7%
NG
1238
NatWest Group
United Kingdom
$7.36M
NPP
1239
New Potomac Partners
Maryland
$7.35M -$59.9K -114 -0.8%
CPC
1240
Congress Park Capital
New York
$7.32M +$25.2K +48 +0.3%
CIC
1241
Carnegie Investment Counsel
Ohio
$7.28M +$368K +700 +5%
KC
1242
Kingfisher Capital
North Carolina
$7.25M -$26.8K -51 -0.4%
SMI
1243
Shelter Mutual Insurance
Missouri
$7.23M
DA
1244
Doliver Advisors
Texas
$7.22M -$254K -483 -3%
BBWP
1245
Beacon Bridge Wealth Partners
Pennsylvania
$7.2M -$222K -423 -3%
CWS
1246
Confluence Wealth Services
Pennsylvania
$7.19M -$205K -389 -3%
APG
1247
Abacus Planning Group
South Carolina
$7.18M -$89.9K -171 -1%
TWP
1248
Tempus Wealth Planning
California
$7.14M -$445K -846 -6%
PG
1249
Patten Group
Tennessee
$7.1M +$33.1K +63 +0.5%
HGWM
1250
Horst & Graben Wealth Management
Oregon
$7.06M +$1.25M +2,382 +22%