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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 %
KL
1501
KWMG LLC
Kansas
$3.99M -$322K -612 -7%
LCC
1502
Lincoln Capital Corp
Rhode Island
$3.97M +$2.58M +4,910 +186%
QPWM
1503
Quadrant Private Wealth Management
Pennsylvania
$3.96M +$45.7K +87 +1%
IFS
1504
Intelligent Financial Strategies
Minnesota
$3.95M +$72.6K +138 +2%
HBWM
1505
Hollow Brook Wealth Management
New York
$3.94M
PFWA
1506
Paces Ferry Wealth Advisors
Georgia
$3.94M -$569K -1,083 -13%
CCWM
1507
Cassaday & Co Wealth Management
Virginia
$3.91M +$274K +521 +8%
SCA
1508
Sage Capital Advisors
South Dakota
$3.91M +$34.2K +65 +0.9%
WCG
1509
Weaver Consulting Group
California
$3.91M +$292K +555 +8%
CC
1510
Cypress Capital
Tennessee
$3.89M +$9.46K +18 +0.2%
NC
1511
NovaPoint Capital
Georgia
$3.88M +$41.5K +79 +1%
NWMG
1512
National Wealth Management Group
Ohio
$3.87M +$670K +1,275 +21%
JGIA
1513
Jackson Grant Investment Advisers
Connecticut
$3.86M -$42.1K -80 -1%
GA
1514
Geller Advisors
New York
$3.85M +$2.63K +5 +0.1%
GAM
1515
Gemmer Asset Management
California
$3.83M +$57.8K +110 +2%
WWP
1516
WR Wealth Planners
Missouri
$3.82M +$46.3K +88 +1%
MWM
1517
Marietta Wealth Management
Georgia
$3.81M -$40K -76 -1%
HPC
1518
HM Payson & Co
Maine
$3.81M +$254K +484 +7%
FC
1519
Forte Capital
New York
$3.8M -$6.31K -12 -0.2%
CL
1520
CIM LLC
New York
$3.8M -$153K -291 -4%
GWM
1521
Gitterman Wealth Management
New Jersey
$3.79M +$1.05K +2 +0%
GIA
1522
Guyasuta Investment Advisors
Pennsylvania
$3.79M -$4.78K -10 -0.1%
VNA
1523
Valley National Advisers
Pennsylvania
$3.79M +$710K +1,351 +23%
MFG
1524
Magnus Financial Group
New York
$3.77M -$133K -253 -3%
AWA
1525
Aaron Wealth Advisors
Illinois
$3.75M +$9.99K +19 +0.3%