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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 %
FAT
1876
First American Trust
California
$1.9M +$903K +1,718 +90%
AWM
1877
Arista Wealth Management
Nevada
$1.89M -$1.32M -2,518 -41%
DI
1878
Disciplined Investments
Oklahoma
$1.89M +$69.9K +133 +4%
FTC
1879
Farmers Trust Company
Ohio
$1.89M
LOPW
1880
Live Oak Private Wealth
North Carolina
$1.88M -$13.7K -26 -0.7%
OA
1881
Operose Advisors
Wisconsin
$1.88M -$72K -137 -4%
SPA
1882
Sentinel Pension Advisors
Massachusetts
$1.87M +$2.1K +4 +0.1%
FAM
1883
Formidable Asset Management
Ohio
$1.86M -$22.6K -43 -1%
ACP
1884
Aviance Capital Partners
Florida
$1.86M +$134K +255 +8%
HWA
1885
HHM Wealth Advisors
Tennessee
$1.85M +$298K +566 +19%
PPA
1886
Painted Porch Advisors
California
$1.85M +$325K +619 +21%
PWM
1887
PBMares Wealth Management
Virginia
$1.85M -$607K -1,155 -25%
AFAS
1888
Acorn Financial Advisory Services
Virginia
$1.85M -$244K -465 -12%
TF
1889
Tompkins Financial
New York
$1.85M +$12.6K +24 +0.7%
ESB
1890
Essex Savings Bank
Connecticut
$1.84M
CFB
1891
Cullen/Frost Bankers
Texas
$1.84M -$486K -925 -21%
TA
1892
TrueWealth Advisors
Alabama
$1.83M -$619K -1,178 -25%
H
1893
HoyleCohen
California
$1.83M +$127K +242 +7%
VT
1894
Vise Technologies
New York
$1.82M -$176K -335 -9%
GWM
1895
Greenwich Wealth Management
Connecticut
$1.82M +$151K +288 +9%
GJWM
1896
Gilliland Jeter Wealth Management
Arkansas
$1.82M +$499K +950 +38%
MHC
1897
Meyer Handelman Company
New York
$1.81M +$1.81M +3,446 New
NAM
1898
NTV Asset Management
West Virginia
$1.81M +$526 +1 +0%
VCP
1899
Vista Capital Partners
Oregon
$1.8M
MRWM
1900
ML&R Wealth Management
Texas
$1.8M -$653K -1,242 -27%