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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 %
RI
1526
Rinkey Investments
California
$3.75M +$1.09M +2,075 +41%
SEI Investments
1527
SEI Investments
Pennsylvania
$3.75M -$2.7M -5,129 -42%
RF
1528
RHS Financial
California
$3.75M +$37.3K +71 +1%
AA
1529
Aufman Associates
Pennsylvania
$3.74M +$11K +21 +0.3%
NEPWA
1530
New England Private Wealth Advisors
Massachusetts
$3.72M +$4.2K +8 +0.1%
BMWM
1531
Brown Miller Wealth Management
Virginia
$3.71M +$627K +1,192 +20%
SPWM
1532
Straight Path Wealth Management
Michigan
$3.7M +$116K +220 +3%
MAG
1533
M3 Advisory Group
Massachusetts
$3.67M +$519K +988 +16%
OPWM
1534
Oakwell Private Wealth Management
Texas
$3.67M
RWPA
1535
Richard W. Paul & Associates
Michigan
$3.66M +$39.4K +75 +1%
MFG
1536
MidWestOne Financial Group
Iowa
$3.65M -$49.9K -95 -1%
AIC
1537
Ayalon Insurance Company
Israel
$3.65M +$178K +339 +5%
CW
1538
CIC Wealth
Maryland
$3.64M +$17.9K +34 +0.5%
BCV
1539
Banque Cantonale Vaudoise
Switzerland
$3.64M +$85.2K +162 +2%
VWM
1540
Valley Wealth Managers
New Jersey
$3.63M -$118K -224 -3%
QCM
1541
QRG Capital Management
Illinois
$3.63M +$534K +1,016 +17%
PCS
1542
Personal CFO Solutions
New Jersey
$3.62M -$87.8K -167 -2%
EBT
1543
Enterprise Bank & Trust
Massachusetts
$3.6M +$93.1K +177 +3%
BCM
1544
Birmingham Capital Management
Alabama
$3.59M -$35.2K -67 -1%
WA
1545
WESPAC Advisors
California
$3.59M -$39.4K -75 -1%
IA
1546
Insight Advisors
Pennsylvania
$3.58M +$105K +200 +3%
OAM
1547
Ostrum Asset Management
France
$3.57M +$3.57M +6,780 New
EIA
1548
Edgemoor Investment Advisors
Maryland
$3.56M
FCMA
1549
Foresight Capital Management Advisors
Michigan
$3.56M +$135K +257 +4%
MAV
1550
Mason & Associates (Virginia)
Virginia
$3.56M +$3.56M +6,770 New