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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 %
BWA
1376
BCU Wealth Advisors
Illinois
$5.4M -$1.34M -2,554 -20%
BWA
1377
BlueChip Wealth Advisors
Georgia
$5.39M -$35.2K -67 -0.6%
BAMG
1378
Brand Asset Management Group
Missouri
$5.38M +$93.6K +178 +2%
TSW
1379
Three Seasons Wealth
Utah
$5.37M -$55.3K -106 -1%
FAM
1380
Forte Asset Management
New York
$5.36M +$34.7K +66 +0.7%
SIS
1381
Sound Income Strategies
Florida
$5.36M +$1.3M +2,476 +32%
QCIG
1382
Quad-Cities Investment Group
Iowa
$5.36M -$186K -353 -3%
CT
1383
Clearstead Trust
Maine
$5.36M -$6.8M -12,929 -56%
M
1384
MOTCO
Texas
$5.36M +$137K +260 +3%
CASC
1385
Coppell Advisory Solutions Corp
Texas
$5.33M +$5.33M +10,131 New
SI
1386
Stephens Inc
Arkansas
$5.32M +$651K +1,239 +14%
AWA
1387
Arkadios Wealth Advisors
Georgia
$5.31M -$241K -459 -4%
SMG
1388
Smart Money Group
Texas
$5.3M -$112K -222 -2%
CRI
1389
Colonial River Investments
Virginia
$5.29M +$2.43M +4,626 +85%
WPC
1390
Waters Parkerson & Co
Louisiana
$5.28M +$5.26K +10 +0.1%
LIA
1391
Luken Investment Analytics
Tennessee
$5.28M -$935K -1,778 -15%
LWMNY
1392
Landmark Wealth Management (New York)
New York
$5.27M -$104K -197 -2%
SAM
1393
Smithbridge Asset Management
Pennsylvania
$5.24M -$103K -196 -2%
GIS
1394
Grayhawk Investment Strategies
Alberta, Canada
$5.24M
AFS
1395
Annapolis Financial Services
Maryland
$5.23M -$291K -553 -5%
WCM
1396
Windham Capital Management
Massachusetts
$5.2M
PFM
1397
Patton Fund Management
Texas
$5.18M -$58.9M -112,097 -92%
JSL
1398
JT Stratford LLC
Georgia
$5.17M -$1.2M -2,275 -19%
MWP
1399
Meridian Wealth Partners
Pennsylvania
$5.15M -$8.94K -17 -0.2%
BB
1400
Berkshire Bank
Massachusetts
$5.12M +$226K +429 +5%