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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 %
AC
1251
Avestar Capital
New York
$7.06M -$2.07M -3,944 -23%
GAG
1252
GM Advisory Group
New York
$7.03M +$262K +498 +4%
WWC
1253
Waypoint Wealth Counsel
Georgia
$7.02M +$13.7K +26 +0.2%
TWA
1254
TCI Wealth Advisors
Arizona
$7.01M +$28.4K +54 +0.4%
JWM
1255
JGP Wealth Management
Oregon
$7.01M +$4.17M +7,931 +147%
MWM
1256
MY Wealth Management
Maryland
$6.99M -$2.67M -5,072 -28%
FCC
1257
Flower City Capital
New York
$6.98M -$95.7K -182 -1%
BW
1258
BIP Wealth
Georgia
$6.97M +$140K +267 +2%
CFG
1259
Cooper Financial Group
California
$6.96M +$806K +1,534 +13%
CF
1260
Centaurus Financial
California
$6.95M +$275K +523 +4%
EFN
1261
Equita Financial Network
Pennsylvania
$6.92M +$214K +407 +3%
CIC
1262
Cutler Investment Counsel
Oregon
$6.92M -$919K -1,749 -12%
OCFG
1263
O'Connor Financial Group
Illinois
$6.89M +$4.27M +8,127 +163%
SC
1264
Sapient Capital
Indiana
$6.88M +$63.1K +120 +0.9%
SFC
1265
Strategic Financial Concepts
Texas
$6.88M +$1.97M +3,739 +40%
WPC
1266
Wedmont Private Capital
Pennsylvania
$6.85M +$165K +317 +2%
SWA
1267
Strata Wealth Advisors
Texas
$6.85M +$335K +638 +5%
OPA
1268
Old Port Advisors
Maine
$6.82M +$973K +1,850 +17%
SFP
1269
Sterling Financial Planning
New Jersey
$6.82M -$127K -241 -2%
TW
1270
Transform Wealth
Colorado
$6.8M -$7.14M -13,575 -51%
IW
1271
Instrumental Wealth
Florida
$6.79M -$1.12M -2,096 -14%
VCM
1272
Vivaldi Capital Management
Illinois
$6.78M +$35.1K +67 +0.5%
TPI
1273
Trust Point Inc
Wisconsin
$6.78M -$458K -871 -6%
AAS
1274
Annex Advisory Services
Wisconsin
$6.77M -$498K -947 -7%
LSPW
1275
Lake Street Private Wealth
Illinois
$6.69M -$41K -78 -0.6%