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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 %
OPWM
1701
Oxinas Partners Wealth Management
Indiana
$2.71M +$16.3K +31 +0.6%
HWM
1702
Howard Wealth Management
Connecticut
$2.71M -$67.8K -129 -2%
CWM
1703
Centric Wealth Management
Illinois
$2.7M +$93.3K +185 +4%
IIM
1704
Ipswich Investment Management
Massachusetts
$2.7M +$526 +1 +0%
PA
1705
Procyon Advisors
Connecticut
$2.7M +$31.5K +60 +1%
SFWA
1706
Summit Financial Wealth Advisors
Louisiana
$2.7M -$349K -663 -11%
CWM
1707
Castle Wealth Management
Florida
$2.7M -$154K -292 -5%
GP
1708
Girard Partners
Pennsylvania
$2.69M +$630K +1,199 +31%
SWM
1709
StoneCrest Wealth Management
Arizona
$2.68M -$106K -202 -4%
CSC
1710
Caldwell Sutter Capital
California
$2.68M -$80.4K -153 -3%
MA
1711
MBA Advisors
Pennsylvania
$2.68M -$8.94K -17 -0.3%
BDF
1712
Black Diamond Financial
Maryland
$2.68M
AF
1713
Alerus Financial
North Dakota
$2.66M +$49.9K +95 +2%
GSIS
1714
Global Strategic Investment Solutions
Arizona
$2.66M +$75.2K +143 +3%
ACM
1715
AlphaStar Capital Management
North Carolina
$2.65M -$109K -208 -4%
RMDI
1716
R.M. Davis Inc
Maine
$2.64M -$1.05K -2 -0%
BFO
1717
Biltmore Family Office
North Carolina
$2.64M +$32.6K +62 +1%
FGA
1718
Fortis Group Advisors
New Jersey
$2.63M -$98.9K -188 -4%
SEM
1719
Strategic Equity Management
Arizona
$2.63M -$1.82M -3,453 -41%
FCM
1720
Fortis Capital Management
Washington
$2.63M +$10.5K +20 +0.4%
FA
1721
FF Advisors
California
$2.63M
CTFG
1722
Capstone Triton Financial Group
Oklahoma
$2.6M -$144K -274 -5%
IUHSA
1723
Itau Unibanco Holding S.A.
Brazil
$2.59M -$391K -708 -13%
RCWMU
1724
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.59M
CCA
1725
Clearwater Capital Advisors
Illinois
$2.59M -$28.9K -55 -1%