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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 %
EFG
1951
Ehrlich Financial Group
California
$1.64M -$2.6M -4,941 -61%
CDH
1952
Charles D. Hyman
$1.63M +$1.58K +3 +0.1%
RBC
1953
Roble Belko & Company
Pennsylvania
$1.63M +$3.16K +6 +0.2%
WCAMG
1954
Woodard & Company Asset Management Group
North Carolina
$1.63M -$38.9K -74 -2%
MPCL
1955
My Personal CFO LLC
Washington
$1.63M -$17.4K -33 -1%
MAG
1956
Mayfair Advisory Group
Alabama
$1.63M +$1.25M +2,377 +330%
LA
1957
Lifeworks Advisors
Michigan
$1.63M +$1.63M +3,096 New
BFC
1958
Blue Fin Capital
Rhode Island
$1.62M +$59.4K +113 +4%
MCM
1959
McRae Capital Management
New Jersey
$1.62M -$14.2K -27 -0.9%
CV
1960
Counterweight Ventures
North Carolina
$1.61M +$1.23M +2,336 +318%
KAM
1961
KEB Asset Management
Illinois
$1.61M
KWM
1962
Kolinsky Wealth Management
New Jersey
$1.6M +$707K +1,344 +79%
RB
1963
Renasant Bank
Mississippi
$1.6M -$3.68K -7 -0.2%
EFG
1964
Embree Financial Group
Illinois
$1.6M +$336K +639 +27%
SFP
1965
Sweet Financial Partners
Minnesota
$1.6M +$4.73K +9 +0.3%
SWM
1966
Sugarloaf Wealth Management
Georgia
$1.6M +$245K +467 +18%
FEM
1967
Fulcrum Equity Management
Texas
$1.6M -$79.9K -152 -5%
FAM
1968
Family Asset Management
South Carolina
$1.6M -$2.1K -4 -0.1%
CP
1969
Canopy Partners
Ohio
$1.59M -$874K -1,662 -35%
JMFC
1970
J.M. Forbes & Co
Massachusetts
$1.59M +$195K +370 +14%
TLA
1971
Tanglewood Legacy Advisors
Texas
$1.59M +$382K +727 +32%
SCM
1972
Sebold Capital Management
Illinois
$1.58M -$15.8K -30 -1%
MA
1973
MKT Advisors
California
$1.58M -$240K -465 -13%
SCA
1974
Scott Capital Advisors
Oregon
$1.58M +$4.18K +8 +0.3%
AWA
1975
Arbor Wealth Advisors
Michigan
$1.58M +$5.26K +10 +0.3%