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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 %
ATWA
1676
Arbor Trust Wealth Advisors
Michigan
$2.85M -$90.4K -175 -3%
PPP
1677
Private Portfolio Partners
New Jersey
$2.85M +$77.3K +147 +3%
Fisher Asset Management
1678
Fisher Asset Management
Washington
$2.84M -$1.36M -2,587 -32%
MIFH
1679
Migdal Insurance & Financial Holdings
Israel
$2.84M -$94.6K -180 -3%
PG
1680
Prostatis Group
Maryland
$2.83M +$282K +536 +11%
GFPC
1681
Global Financial Private Client
Florida
$2.83M -$204K -388 -7%
VA
1682
Vident Advisory
Georgia
$2.83M +$914K +1,738 +48%
BFA
1683
Beacon Financial Advisory
Ohio
$2.82M -$1.77M -3,374 -39%
LSA
1684
Lion Street Advisors
Texas
$2.82M
MJRIC
1685
Mogy Joel R Investment Counsel
California
$2.8M +$152K +289 +6%
TAM
1686
Titleist Asset Management
Texas
$2.8M +$62.6K +119 +2%
AP
1687
Appleton Partners
Massachusetts
$2.78M -$46.8K -89 -2%
WWS
1688
Wellington Wealth Strategies
Indiana
$2.77M +$2.77M +5,277 New
AFA
1689
American Financial Advisors
Georgia
$2.77M +$67.8K +129 +3%
VCM
1690
Virtue Capital Management
Tennessee
$2.77M -$1.49M -2,892 -35%
SWM
1691
Segment Wealth Management
Texas
$2.76M +$1.58K +3 +0.1%
Connor, Clark & Lunn Investment Management (CC&L)
1692
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.76M
TCM
1693
Tufton Capital Management
Maryland
$2.76M +$73.6K +140 +3%
VST
1694
Van Strum & Towne
California
$2.75M -$2.1K -4 -0.1%
PA
1695
Pineridge Advisors
Missouri
$2.75M -$143K -272 -5%
LWP
1696
Laurel Wealth Planning
Minnesota
$2.74M -$188K -358 -6%
MGW
1697
MB Generational Wealth
Washington
$2.74M -$93.1K -177 -3%
CWM
1698
Chesapeake Wealth Management
Virginia
$2.74M +$1.29M +2,450 +89%
FA
1699
Forefront Analytics
Pennsylvania
$2.72M -$191K -364 -7%
SPC
1700
Spirepoint Private Client
Florida
$2.71M +$2.71M +5,164 New