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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 %
FWI
1551
Facet Wealth Inc
Maryland
$3.56M -$11.9K -23 -0.3%
AFA
1552
AA Financial Advisors
Ohio
$3.56M +$96.7K +184 +3%
CPIA
1553
Cornell Pochily Investment Advisors
New York
$3.55M -$440K -837 -11%
AC
1554
Abbrea Capital
California
$3.54M -$49.4K -94 -1%
HCM
1555
Harvey Capital Management
Florida
$3.54M
MIM
1556
Macroview Investment Management
Maryland
$3.53M -$27.3K -52 -0.8%
YDMI
1557
Y.D. More Investments
Israel
$3.52M -$1.37M -2,600 -28%
TCM
1558
Traynor Capital Management
Pennsylvania
$3.51M +$243K +462 +7%
IDA
1559
Intelligence Driven Advisers
California
$3.51M +$27.9K +53 +0.8%
DTC
1560
Davidson Trust Company
Washington
$3.51M
LC
1561
Lindbrook Capital
California
$3.5M -$154K -292 -4%
CCP
1562
Clarkston Capital Partners
Michigan
$3.5M -$791K -1,505 -18%
UCMOK
1563
United Capital Management of KS
Kansas
$3.5M -$721K -1,371 -17%
IRC
1564
Investors Research Corp
Georgia
$3.49M +$8.94K +17 +0.3%
NIC
1565
Northwest Investment Counselors
Oregon
$3.49M -$15.8K -30 -0.5%
NCM
1566
Northwest Capital Management
Oregon
$3.47M -$6.84K -13 -0.2%
RWM
1567
Rockwood Wealth Management
Pennsylvania
$3.47M +$1.19M +2,254 +52%
FB
1568
First Bancorp
Maine
$3.47M -$183K -349 -5%
CAM
1569
Carret Asset Management
New York
$3.47M +$100K +191 +3%
G
1570
GenTrust
Florida
$3.46M +$2.87M +5,458 +482%
FUBT
1571
First United Bank & Trust
Maryland
$3.46M -$31.5K -60 -0.9%
AWA
1572
Authentikos Wealth Advisory
California
$3.46M -$1.45M -2,756 -30%
TCM
1573
Triumph Capital Management
Colorado
$3.45M +$2.24M +4,268 +185%
PWA
1574
Prairie Wealth Advisors
Nebraska
$3.45M +$3.45M +6,562 New
TFP
1575
Triune Financial Partners
Kansas
$3.45M -$302K -575 -8%