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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 %
NAMNJ
1351
NorthStar Asset Management (New Jersey)
New Jersey
$5.71M +$5.71M +10,868 New
AWM
1352
Alterna Wealth Management
Texas
$5.71M +$1.65M +3,147 +41%
RFA
1353
Resurgent Financial Advisors
Georgia
$5.7M +$1.46M +2,786 +35%
NP
1354
Nilsine Partners
Colorado
$5.65M +$170K +323 +3%
FCA
1355
FLC Capital Advisors
California
$5.62M -$262K -498 -4%
CWC
1356
Carolinas Wealth Consulting
North Carolina
$5.61M +$1.48M +2,823 +36%
FHC
1357
First Heartland Consultants
Missouri
$5.61M +$150K +285 +3%
HFRG
1358
Houlihan Financial Resource Group
Virginia
$5.61M -$12.1K -23 -0.2%
BI
1359
Berkeley Inc
Idaho
$5.6M -$85.7K -163 -2%
BB
1360
Busey Bank
Illinois
$5.6M -$267K -507 -5%
BFO
1361
Boston Family Office
Massachusetts
$5.6M +$66.8K +127 +1%
LI
1362
LVZ Inc
Michigan
$5.59M -$294K -559 -5%
FNBOO
1363
First National Bank of Omaha
Nebraska
$5.58M +$827K +1,471 +17%
MFC
1364
Mechanics Financial Corp
Ohio
$5.58M +$504K +959 +10%
ZIC
1365
ZWJ Investment Counsel
Georgia
$5.56M +$1.07M +2,027 +24%
GA
1366
GSG Advisors
New Jersey
$5.55M -$1.23M -2,361 -18%
PWA
1367
Pillar Wealth Advisors
Pennsylvania
$5.53M +$772K +1,468 +16%
HB
1368
HTLF Bank
Colorado
$5.48M +$59.4K +113 +1%
PP
1369
PFS Partners
New Jersey
$5.48M -$278K -528 -5%
SFPG
1370
Stonebridge Financial Planning Group
Florida
$5.45M -$134K -254 -2%
AF
1371
Affiance Financial
Minnesota
$5.43M +$158K +301 +3%
TFCP
1372
Twin Focus Capital Partners
Massachusetts
$5.42M +$139K +265 +3%
EFG
1373
Ethos Financial Group
Pennsylvania
$5.42M +$65.9K +120 +1%
SIC
1374
Salem Investment Counselors
North Carolina
$5.41M +$47.3K +90 +0.9%
WCWM
1375
Wooster Corthell Wealth Management
Connecticut
$5.41M -$138K -263 -2%