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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 %
APWM
1451
Atlas Private Wealth Management
New York
$4.49M +$52.1K +99 +1%
SSWG
1452
Seven Springs Wealth Group
Tennessee
$4.47M -$68.9K -131 -2%
FCB
1453
First County Bank
Connecticut
$4.47M +$185K +351 +4%
PWG
1454
Portside Wealth Group
Utah
$4.47M -$2.59M -4,926 -37%
BBPWM
1455
Blue Bell Private Wealth Management
Pennsylvania
$4.47M -$223K -424 -5%
CLOS
1456
Compagnie Lombard Odier SCmA
Switzerland
$4.45M +$444K +845 +11%
MCM
1457
Mitchell Capital Management
Kansas
$4.44M -$258K -491 -5%
FFM
1458
Forum Financial Management
Illinois
$4.44M +$123K +234 +3%
PCA
1459
Prosperity Capital Advisors
Ohio
$4.43M -$3.86M -7,335 -47%
NRG
1460
Nemes Rush Group
Michigan
$4.42M -$4.24M -8,058 -49%
SP
1461
Successful Portfolios
Florida
$4.41M +$303K +577 +7%
MCI
1462
MRP Capital Investments
Georgia
$4.4M -$729K -1,387 -14%
4WM
1463
49 Wealth Management
Texas
$4.39M -$308K -587 -7%
FPTW
1464
Franklin, Parlapiano, Turner & Welch
Texas
$4.39M
RMAM
1465
Raab & Moskowitz Asset Management
New Jersey
$4.38M -$154K -293 -3%
SJGA
1466
Stephen J. Garry & Associates
New York
$4.37M +$145K +276 +3%
CIA
1467
Compass Ion Advisors
Pennsylvania
$4.36M -$27.3K -52 -0.6%
PJSIMP
1468
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.35M -$61K -116 -1%
SCM
1469
Shorepath Capital Management
Utah
$4.34M -$48.4K -92 -1%
AFS
1470
Access Financial Services
Minnesota
$4.33M -$87.3K -166 -2%
SFG
1471
SNS Financial Group
Minnesota
$4.32M +$100K +191 +2%
NHC
1472
Nicholas Hoffman & Company
Georgia
$4.32M +$159K +303 +4%
EIP
1473
Ellis Investment Partners
Pennsylvania
$4.31M +$302K +575 +8%
APC
1474
Asset Planning Corporation
Tennessee
$4.3M +$3.68K +7 +0.1%
DWP
1475
Daymark Wealth Partners
Ohio
$4.29M -$225K -428 -5%