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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 %
MWC
1751
MBM Wealth Consultants
Missouri
$2.47M -$1.05K -2 -0%
CFO
1752
Colony Family Offices
North Carolina
$2.47M
WLPWM
1753
Walled Lake Planning & Wealth Management
Illinois
$2.46M +$216K +410 +10%
FNC
1754
First National Corp
Massachusetts
$2.46M
S
1755
Sachetta
Massachusetts
$2.46M +$955 +2 +0%
SA
1756
SRH Advisors
Kansas
$2.46M
GWA
1757
Gratus Wealth Advisors
Virginia
$2.46M +$188K +375 +8%
TWM
1758
Tolleson Wealth Management
Texas
$2.45M
SRC
1759
Sage Rhino Capital
California
$2.45M
CCA
1760
Cobblestone Capital Advisors
New York
$2.43M -$116K -221 -5%
SWA
1761
SOA Wealth Advisors
New York
$2.43M +$526 +1 +0%
ZIM
1762
Zacks Investment Management
Illinois
$2.42M +$508K +966 +27%
TI
1763
Trexquant Investment
Connecticut
$2.42M +$2.42M +4,608 New
ICM
1764
Islay Capital Management
Texas
$2.42M -$624K -1,187 -21%
LFA
1765
LGT Financial Advisors
Texas
$2.41M +$167K +318 +7%
NC
1766
Napatree Capital
Rhode Island
$2.41M -$11.6K -23 -0.5%
AFA
1767
Arlington Financial Advisors
California
$2.41M -$544K -1,035 -18%
LWANC
1768
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.4M -$29.4K -56 -1%
VWM
1769
Vigilare Wealth Management
Arizona
$2.4M -$551K -1,049 -19%
NCFG
1770
New Century Financial Group
New Jersey
$2.4M +$967K +1,840 +67%
GJIA
1771
Glass Jacobson Investment Advisors
Maryland
$2.39M +$28.4K +54 +1%
SIMG
1772
Sonora Investment Management Group
Arizona
$2.39M +$683K +1,300 +40%
APW
1773
Austin Private Wealth
Texas
$2.38M -$2.61K -5 -0.1%
KCPG
1774
Kavar Capital Partners Group
Kansas
$2.38M
ACI
1775
Alpha Cubed Investments
California
$2.38M +$92K +175 +4%