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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 %
EP
1401
Essential Planning
New Hampshire
$5.07M -$4.3K -9 -0.1%
PWP
1402
Private Wealth Partners
California
$5.05M -$131K -250 -3%
EA
1403
Efficient Advisors
Ohio
$5.04M -$667K -1,268 -12%
CCG
1404
Catalina Capital Group
California
$5.04M +$1.56M +2,970 +45%
MCWA
1405
Meadow Creek Wealth Advisors
Georgia
$5.04M -$18.9K -36 -0.4%
NAM
1406
NorthCrest Asset Manangement
Minnesota
$5.02M +$2.15M +4,096 +75%
SIC
1407
Shoker Investment Counsel
Ohio
$5.01M +$361K +688 +8%
BAM
1408
BOS Asset Management
Illinois
$5M -$5.47M -10,412 -52%
SFM
1409
Signet Financial Management
New Jersey
$5M -$42.6K -81 -0.8%
FNWM
1410
Financial Network Wealth Management
Utah
$4.98M -$7.45M -14,329 -60%
MFA
1411
Morling Financial Advisors
California
$4.97M -$259K -492 -5%
CC
1412
Callan Capital
California
$4.96M +$14.7K +28 +0.3%
T
1413
TrueFG
Texas
$4.96M -$6.84K -13 -0.1%
MCCP
1414
Mission Creek Capital Partners
California
$4.94M +$4.17M +7,938 +541%
SC
1415
Steph & Co
Wisconsin
$4.93M -$8.94K -17 -0.2%
FC
1416
Financial Council
Maryland
$4.92M -$95.2K -181 -2%
SF
1417
Symphony Financial
Texas
$4.92M +$1.8M +3,431 +58%
SWP
1418
Semus Wealth Partners
Florida
$4.92M -$1.9M -3,612 -28%
BTWM
1419
Brass Tax Wealth Management
Ohio
$4.91M +$4.91M +9,344 New
HIM
1420
Hanlon Investment Management
New Jersey
$4.91M -$1.68M -3,201 -26%
SAM
1421
Strategy Asset Managers
California
$4.9M +$83.1K +158 +2%
RW
1422
Rede Wealth
Virginia
$4.9M -$7.89K -15 -0.2%
VAM
1423
Verity Asset Management
North Carolina
$4.88M +$222K +422 +5%
PWA
1424
Peterson Wealth Advisors
Utah
$4.87M +$306K +583 +7%
GWS
1425
Glassman Wealth Services
Virginia
$4.87M -$17.4K -33 -0.4%