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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 %
GI
1801
GAMMA Investing
California
$2.21M +$1.25M +2,370 +129%
SMWM
1802
Silvia McColl Wealth Management
California
$2.21M
PPWP
1803
Premier Path Wealth Partners
New Jersey
$2.21M -$95.2K -181 -4%
IAS
1804
Insigneo Advisory Services
Florida
$2.19M +$1.13M +2,146 +106%
TCWA
1805
Turtle Creek Wealth Advisors
Texas
$2.19M +$5.26K +10 +0.2%
FM
1806
Family Management
New York
$2.19M +$2.63K +5 +0.1%
HT
1807
Headlands Technologies
Illinois
$2.19M +$1.69M +3,212 +340%
MIM
1808
Montgomery Investment Management
Maryland
$2.18M +$108K +206 +5%
GWMR
1809
GC Wealth Management RIA
Massachusetts
$2.18M +$578K +1,100 +36%
LA
1810
Lane & Associates
New Jersey
$2.16M +$47.3K +90 +2%
AT
1811
Arlington Trust
Alabama
$2.16M -$25.2K -48 -1%
IAA
1812
Ironsides Asset Advisors
North Carolina
$2.16M
AI
1813
Axiom Investors
Connecticut
$2.16M +$368K +700 +21%
NFSG
1814
Newbridge Financial Services Group
Florida
$2.15M +$671K +1,276 +45%
TD Asset Management
1815
TD Asset Management
Ontario, Canada
$2.15M +$260K +494 +14%
AWA
1816
Alta Wealth Advisors
Massachusetts
$2.13M +$66.2K +126 +3%
DP
1817
Denver PWM
Colorado
$2.13M +$33.1K +64 +2%
BPFA
1818
Barnes Pettey Financial Advisors
Mississippi
$2.12M +$16.8K +32 +0.8%
CWM
1819
CIBC World Markets
New York
$2.12M +$1.82M +3,467 +617%
First Manhattan
1820
First Manhattan
New York
$2.12M +$21.6K +41 +1%
WCA
1821
Waypoint Capital Advisors
Minnesota
$2.11M
MMHP
1822
Murphy Middleton Hinkle & Parker
Georgia
$2.09M +$22.6K +43 +1%
AM
1823
Atwater Malick
Pennsylvania
$2.08M +$822K +1,563 +65%
OLVIG
1824
Oliver Lagore Vanvalin Investment Group
Michigan
$2.08M -$1.24M -2,357 -37%
LC
1825
LTG Capital
Massachusetts
$2.05M +$24.7K +47 +1%