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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 %
WF
1626
Warner Financial
Maryland
$3.14M +$1.05K +2 +0%
IP
1627
Investment Partners
Ohio
$3.14M +$598K +1,137 +24%
CWM
1628
Concentric Wealth Management
California
$3.14M +$145K +276 +5%
CGPCS
1629
Capital Group Private Client Services
California
$3.12M -$1.59M -3,028 -34%
AB
1630
Atlas Brown
Kentucky
$3.1M +$265K +504 +9%
TWM
1631
Thrive Wealth Management
Pennsylvania
$3.09M -$774K -1,472 -20%
FBFS
1632
First Business Financial Services
Wisconsin
$3.09M
PMA
1633
Prudent Man Advisors
Illinois
$3.09M +$1.16M +2,203 +60%
ACA
1634
Aptus Capital Advisors
Alabama
$3.08M +$1.81M +3,443 +143%
OC
1635
Oakworth Capital
Alabama
$3.07M +$479K +912 +19%
SSW
1636
Stone Summit Wealth
Florida
$3.07M +$101K +192 +3%
ZB
1637
Zions Bancorporation
Utah
$3.06M -$960K -1,826 -24%
TP
1638
Tranquility Partners
Tennessee
$3.06M -$27.3K -52 -0.9%
CICC
1639
Capital Investment Counsel (Colorado)
Colorado
$3.05M +$1.11M +2,113 +57%
RG
1640
Rathbones Group
United Kingdom
$3.05M -$131K -249 -4%
HP
1641
Holistic Planning
Texas
$3.05M +$496K +944 +19%
RWMG
1642
Redwood Wealth Management Group
New Jersey
$3.04M +$2.63K +5 +0.1%
SWM
1643
Sterling Wealth Management
Illinois
$3.04M -$220K -419 -7%
GGS
1644
Galvin Gaustad & Stein
Arizona
$3.03M +$13.1K +25 +0.4%
GB
1645
Goepper Burkhardt
South Carolina
$3.03M +$1.8M +3,445 +147%
AIM
1646
Aspen Investment Management
Michigan
$3.02M +$18.4K +35 +0.6%
CF
1647
Corrigan Financial
Rhode Island
$3.01M -$35.7K -68 -1%
AFO
1648
Allie Family Office
Florida
$3.01M -$177K -331 -6%
SWM
1649
SilverOak Wealth Management
Minnesota
$3M -$26.8K -51 -0.9%
Tudor Investment Corp
1650
Tudor Investment Corp
Connecticut
$2.99M +$1.45M +2,751 +94%