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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 %
FIM
1276
Freedom Investment Management
Connecticut
$6.68M +$886K +1,686 +15%
MAM
1277
MMA Asset Management
Pennsylvania
$6.68M +$782K +1,504 +13%
TFS
1278
Thoroughbred Financial Services
Tennessee
$6.64M -$480K -914 -7%
AI
1279
Atom Investors
Texas
$6.64M
SIC
1280
Sterling Investment Counsel
New York
$6.62M -$351K -668 -5%
WF
1281
Welch & Forbes
Massachusetts
$6.62M +$1.89M +3,597 +40%
CAM
1282
Campion Asset Management
Virginia
$6.62M +$578K +1,099 +10%
FTUS
1283
Flow Traders U.S.
New York
$6.58M -$8.17M -15,546 -55%
RC
1284
Roundview Capital
New Jersey
$6.57M +$416K +792 +7%
NW
1285
NewEdge Wealth
Pennsylvania
$6.56M +$2.25M +4,437 +52%
DWM
1286
Dogwood Wealth Management
Kansas
$6.55M
MC
1287
Moors & Cabot
Massachusetts
$6.55M +$1.12M +2,126 +21%
IW
1288
Imprint Wealth
South Carolina
$6.54M +$6.54M +12,451 New
KIA
1289
KCM Investment Advisors
California
$6.51M +$91.5K +174 +1%
STA
1290
Summit Trail Advisors
New York
$6.5M +$246K +467 +4%
SBLIC
1291
Security Benefit Life Insurance Company
Kansas
$6.47M +$2.84M +5,400 +78%
SWP
1292
Summit Wealth Partners
Florida
$6.46M +$2.78M +5,296 +76%
SWM
1293
Selective Wealth Management
Virginia
$6.45M -$215K -417 -3%
IDBONY
1294
Israel Discount Bank of New York
New York
$6.43M -$8.4M -15,985 -57%
WAOI
1295
Wealth Advisors of Iowa
Iowa
$6.42M -$1.18M -2,237 -15%
PI
1296
PineBridge Investments
New York
$6.4M +$210K +400 +3%
LFA
1297
Legacy Financial Advisors
Kentucky
$6.39M +$22.1K +42 +0.3%
WAL
1298
W Advisors LLC
Tennessee
$6.39M -$243K -462 -4%
WPC
1299
White Pine Capital
Minnesota
$6.37M -$3.53K -7 -0.1%
AFP
1300
Ausdal Financial Partners
Iowa
$6.37M -$352K -670 -5%