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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 %
SPW
1426
Sonoma Private Wealth
California
$4.86M -$385K -733 -7%
Financial Engines Advisors
1427
Financial Engines Advisors
California
$4.82M -$42.6K -81 -0.9%
PAM
1428
Peak Asset Management
Colorado
$4.81M +$185K +352 +4%
California State Teachers Retirement System (CalSTRS)
1429
California State Teachers Retirement System (CalSTRS)
California
$4.8M +$4.8M +9,123 New
BFW
1430
Brady Family Wealth
Missouri
$4.78M +$134K +255 +3%
HKIMG
1431
Hutchens & Kramer Investment Management Group
Indiana
$4.78M +$1.29M +2,465 +37%
SL
1432
SFM LLC
New Hampshire
$4.76M -$266K -506 -5%
DWM
1433
Defined Wealth Management
Oregon
$4.76M
NB
1434
NBT Bank
New York
$4.76M +$587K +1,117 +14%
TH
1435
TCTC Holdings
Texas
$4.75M -$21K -40 -0.4%
SAM
1436
S.A. Mason
Michigan
$4.73M +$89.4K +170 +2%
EF
1437
Empowered Funds
Pennsylvania
$4.73M +$1.43M +2,712 +43%
PWPS
1438
Pinnacle Wealth Planning Services
Ohio
$4.72M +$291K +553 +7%
WBC
1439
West Branch Capital
Massachusetts
$4.69M -$34.7K -66 -0.7%
FG
1440
Fiduciary Group
Georgia
$4.68M -$6.31K -12 -0.1%
CWA
1441
CM Wealth Advisors
Ohio
$4.65M -$479K -921 -9%
SWM
1442
Stockman Wealth Management
Montana
$4.64M -$171K -325 -4%
BPC
1443
Banque Pictet & Cie
Switzerland
$4.62M
MWPCG
1444
Measured Wealth Private Client Group
New Hampshire
$4.62M -$168K -319 -4%
ARC
1445
Advisor Resource Council
Texas
$4.6M -$1.03M -2,156 -18%
MSAGDF
1446
Moneda SA Administradora General de Fondos
Chile
$4.57M
LWM
1447
Lakeridge Wealth Management
Ohio
$4.57M +$771K +1,466 +20%
VF
1448
Vawter Financial
Ohio
$4.5M -$106K -202 -2%
AWAU
1449
Alliance Wealth Advisors (Utah)
Utah
$4.5M +$597K +1,135 +15%
ACG
1450
Allen Capital Group
Nebraska
$4.49M -$101K -192 -2%