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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 %
VC
1926
Veracity Capital
Georgia
$1.73M -$469K -892 -21%
C1AG
1927
Client 1st Advisory Group
Florida
$1.72M -$86.7K -165 -5%
CBT
1928
Central Bank & Trust
Kentucky
$1.72M +$5.26K +10 +0.3%
MFA
1929
McClarren Financial Advisors
Pennsylvania
$1.72M -$7.36K -14 -0.4%
SI
1930
Saxon Interests
Texas
$1.71M
SWM
1931
SeaCrest Wealth Management
New York
$1.71M +$434K +825 +34%
BCM
1932
Brookmont Capital Management
Texas
$1.71M -$609K -1,159 -26%
PWA
1933
PCG Wealth Advisors
Kansas
$1.71M -$208K -396 -11%
IIM
1934
InTrack Investment Management
Vermont
$1.7M +$67.3K +128 +4%
RIM
1935
Rockbridge Investment Management
New York
$1.7M +$3.15K +6 +0.2%
CFS
1936
Cannon Financial Strategists
Georgia
$1.7M
FMC
1937
First Merchants Corp
Indiana
$1.7M +$181K +344 +12%
SFB
1938
STAR Financial Bank
Indiana
$1.69M
VAF
1939
Values Added Financial
District of Columbia
$1.69M
TSS
1940
Two Sigma Securities
New York
$1.68M +$1.31M +2,500 +357%
BOPW
1941
Brandywine Oak Private Wealth
Pennsylvania
$1.68M +$136K +259 +9%
RRA
1942
Round Rock Advisors
Connecticut
$1.68M +$54.7K +104 +3%
FNWA
1943
Financial Network Wealth Advisors
Utah
$1.67M +$119K +227 +8%
ITB
1944
Idaho Trust Bank
Idaho
$1.67M -$2.04M -3,876 -55%
FWM
1945
Fingerlakes Wealth Management
New York
$1.67M +$526 +1 +0%
MBI
1946
May Barnhard Investments
Maryland
$1.65M -$126K -240 -7%
AWA
1947
ARQ Wealth Advisors
Arizona
$1.65M -$5.78K -11 -0.3%
APW
1948
Atlantic Private Wealth
North Carolina
$1.64M -$7.89K -15 -0.5%
PCM
1949
Palisade Capital Management
New Jersey
$1.64M +$151K +287 +10%
KLI
1950
Kelman-Lazarov Inc
Tennessee
$1.64M +$142K +270 +9%