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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 %
LA
1726
LM Advisors
California
$2.59M -$559K -1,064 -18%
GCM
1727
Gallacher Capital Management
Colorado
$2.58M +$121K +231 +5%
GAA
1728
Guardian Asset Advisors
Pennsylvania
$2.57M -$631K -1,200 -20%
RCM
1729
Ridgepath Capital Management
Tennessee
$2.57M -$5.26K -10 -0.2%
CCA
1730
Clarity Capital Advisors
Florida
$2.56M -$18.4K -35 -0.7%
VAG
1731
VisionPoint Advisory Group
Texas
$2.56M +$330K +628 +15%
PWM
1732
Paulson Wealth Management
Illinois
$2.54M -$15.8K -30 -0.6%
AWM
1733
Aprio Wealth Management
Georgia
$2.54M +$146K +277 +6%
MWM
1734
Melfa Wealth Management
Massachusetts
$2.52M +$2.52M +4,798 New
AWM
1735
Angeles Wealth Management
California
$2.52M -$166K -315 -6%
JIR
1736
James Investment Research
Ohio
$2.51M -$192K -366 -7%
LNWWM
1737
Laird Norton Wetherby Wealth Management
California
$2.51M +$487K +926 +24%
DC
1738
Darrow Company
Massachusetts
$2.51M -$6.84K -13 -0.3%
HFS
1739
Howard Financial Services
Texas
$2.5M -$136K -259 -5%
CL
1740
COWA LLC
Oklahoma
$2.5M -$535K -1,018 -18%
LWA
1741
Lantern Wealth Advisors
New York
$2.5M +$42.6K +81 +2%
KSWA
1742
Kathleen S. Wright Associates
Pennsylvania
$2.49M +$15.8K +30 +0.6%
ECM
1743
Exchange Capital Management
Michigan
$2.49M -$37.3K -71 -1%
CMP
1744
Courage Miller Partners
Virginia
$2.49M -$113K -214 -4%
GIA
1745
Goodwin Investment Advisory
Georgia
$2.49M -$322K -613 -11%
KBFS
1746
Kohmann Bosshard Financial Services
Ohio
$2.48M +$132K +252 +6%
FC
1747
Financial Consulate
Maryland
$2.48M -$232K -442 -9%
CB
1748
Centennial Bank
Arkansas
$2.48M -$82K -156 -3%
TW
1749
Traveka Wealth
California
$2.48M +$471K +896 +24%
CIS
1750
Continental Investors Services
Washington
$2.47M -$87.1K -166 -3%