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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 %
TTWM
1901
TCV Trust & Wealth Management
Virginia
$1.79M +$152K +289 +9%
DJSG
1902
D.J. St. Germain
Massachusetts
$1.79M +$38.9K +74 +2%
BWA
1903
Blodgett Wealth Advisors
California
$1.79M +$52.6K +100 +3%
EFL
1904
ERn Financial LLC
Wisconsin
$1.78M -$50.5K -96 -3%
KCM
1905
Kornitzer Capital Management
Kansas
$1.78M +$47.8K +91 +3%
PRWA
1906
Platte River Wealth Advisors
Colorado
$1.78M
EA
1907
Everpar Advisors
Oklahoma
$1.78M +$1.4M +2,666 +373%
WRPWM
1908
Werba Rubin Papier Wealth Management
California
$1.78M -$189K -359 -10%
AIP
1909
ARS Investment Partners
New York
$1.77M
SVWAG
1910
Sound View Wealth Advisors Group
Georgia
$1.77M -$61K -116 -3%
BFWA
1911
Benchmark Financial Wealth Advisors
Florida
$1.77M +$59.9K +114 +4%
TC
1912
Truvestments Capital
Florida
$1.77M -$149K -283 -8%
NFP
1913
Narus Financial Partners
Utah
$1.77M +$154K +293 +10%
BC
1914
Burney Company
Virginia
$1.76M +$32.6K +62 +2%
FPB
1915
First PREMIER Bank
South Dakota
$1.76M +$429K +817 +32%
KFI
1916
Key Financial Inc
Pennsylvania
$1.75M -$64.7K -123 -4%
HCM
1917
Howland Capital Management
Massachusetts
$1.75M +$1.01M +1,913 +135%
ANBTV
1918
American National Bank & Trust (Virginia)
Virginia
$1.75M +$1.75M +3,334 New
ZIG
1919
Zullo Investment Group
Pennsylvania
$1.75M -$3.16K -6 -0.2%
COI
1920
Connable Office Inc
Michigan
$1.75M -$510K -971 -23%
ISB
1921
Iowa State Bank
Iowa
$1.75M -$17.3K -33 -1%
IWA
1922
Inspirion Wealth Advisors
Illinois
$1.74M +$526 +1 +0%
WCM
1923
Weik Capital Management
Pennsylvania
$1.73M +$36.8K +70 +2%
TCOT
1924
Trust Company of Toledo
Ohio
$1.73M
UL
1925
Unionview LLC
Washington
$1.73M +$10.5K +20 +0.6%