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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 %
ACM
1476
Absolute Capital Management
Pennsylvania
$4.26M -$1.26M -2,393 -23%
SFO
1477
Stokes Family Office
Louisiana
$4.25M -$1.11M -2,120 -21%
PB
1478
Pinnacle Bancorp
Nebraska
$4.23M +$149K +284 +4%
LWL
1479
Leo Wealth LLC
Texas
$4.23M +$129K +245 +3%
PSA
1480
Plum Street Advisors
Louisiana
$4.2M +$80.2K +139 +2%
D
1481
Dentgroup
Louisiana
$4.2M -$929K -1,767 -18%
SJIM
1482
St. Johns Investment Management
Florida
$4.2M -$24.7K -47 -0.6%
TWP
1483
Tyche Wealth Partners
Texas
$4.14M +$2.31M +4,401 +127%
SG
1484
Strid Group
Pennsylvania
$4.12M +$4.12M +7,841 New
SIA
1485
Stegner Investment Associates
Kentucky
$4.12M -$67.8K -129 -2%
BWA
1486
BlueSky Wealth Advisors
North Carolina
$4.11M -$105K -199 -2%
PFBT
1487
Parkside Financial Bank & Trust
Missouri
$4.11M +$162K +309 +4%
BHPW
1488
Beverly Hills Private Wealth
California
$4.1M -$850K -1,616 -17%
SFG
1489
Summit Financial Group
West Virginia
$4.09M -$175K -332 -4%
BMC
1490
Bear Mountain Capital
Washington
$4.09M -$10.6K -21 -0.3%
NIM
1491
Northeast Investment Management
Massachusetts
$4.07M
LFG
1492
Larson Financial Group
Missouri
$4.07M +$2.28M +4,338 +127%
CFG
1493
Clayton Financial Group
Missouri
$4.07M +$4.07M +7,745 New
RA
1494
Ruggaard & Associates
Ohio
$4.06M +$310K +590 +8%
JAG
1495
Journey Advisory Group
Kentucky
$4.06M -$113K -215 -3%
AA
1496
Auxano Advisors
Washington
$4.06M +$278K +528 +7%
WWM
1497
WJ Wealth Management
Arizona
$4.06M -$25.2K -48 -0.6%
EAM
1498
Evanson Asset Management
California
$4.04M -$89.9K -171 -2%
DIA
1499
Dana Investment Advisors
Wisconsin
$4.02M +$267K +508 +7%
GA
1500
GFS Advisors
Texas
$3.99M