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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 %
CWM
1301
C2C Wealth Management
Arizona
$6.37M +$102K +194 +2%
JIC
1302
Joel Isaacson & Co
New York
$6.37M +$747K +1,421 +13%
CCA
1303
Cadent Capital Advisors
Oklahoma
$6.35M +$336K +640 +6%
RWP
1304
Ridgecrest Wealth Partners
California
$6.34M -$68.3K -130 -1%
WPP
1305
Whalerock Point Partners
Rhode Island
$6.29M +$704K +1,340 +13%
BFC
1306
Bedel Financial Consulting
Indiana
$6.29M -$12.1K -23 -0.2%
OIS
1307
Okabena Investment Services
Minnesota
$6.27M
1IA
1308
1834 Investment Advisors
Wisconsin
$6.26M -$6.83K -13 -0.1%
TC
1309
Trust Company
Kansas
$6.24M
WT
1310
Washington Trust
Rhode Island
$6.23M +$226K +429 +4%
KFGK
1311
Keystone Financial Group (Kentucky)
Kentucky
$6.22M +$1.51M +2,880 +32%
EBA
1312
Eagle Bay Advisors
New York
$6.2M -$906K -1,724 -13%
BC
1313
Barrett & Company
Rhode Island
$6.19M +$105K +200 +2%
MCC
1314
Money Concepts Capital
Florida
$6.19M -$376K -716 -6%
RWA
1315
Redhawk Wealth Advisors
Minnesota
$6.16M -$6.94M -13,206 -53%
IC
1316
Iconiq Capital
California
$6.13M -$1.72M -3,265 -22%
FHA
1317
Flagship Harbor Advisors
Massachusetts
$6.12M +$1.99M +3,785 +48%
AT
1318
American Trust
Kentucky
$6.12M -$207K -393 -3%
BBP
1319
Banco BTG Pactual
Brazil
$6.1M +$3.02M +5,747 +98%
TCOV
1320
Trust Company of Vermont
Vermont
$6.07M -$31.5K -60 -0.5%
CWA
1321
Canvas Wealth Advisors
Kansas
$6.06M +$2.54M +5,059 +72%
EA
1322
Emerald Advisors
Washington
$6.05M -$74.1K -141 -1%
GWP
1323
Gen-Wealth Partners
Michigan
$6.05M +$6.05M +11,512 New
Koshinski Asset Management
1324
Koshinski Asset Management
Illinois
$6.04M +$4.49M +8,544 +290%
CA
1325
Claro Advisors
Massachusetts
$6.04M +$243K +463 +4%