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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 %
MHIC
2001
Marble Harbor Investment Counsel
Massachusetts
$1.52M +$59.9K +114 +4%
HA
2002
HFG Advisors
Ohio
$1.51M +$69.9K +133 +5%
CAMG
2003
CWA Asset Management Group
Florida
$1.5M -$2.31M -4,392 -61%
GC
2004
Gratus Capital
Georgia
$1.5M -$523K -994 -26%
CCA
2005
Cora Capital Advisors
New Jersey
$1.5M
HFS
2006
Heritage Financial Services
Massachusetts
$1.49M +$130K +248 +10%
EWM
2007
Executive Wealth Management
Michigan
$1.49M -$133K -254 -8%
CCM
2008
Crew Capital Management
Ohio
$1.49M +$57.8K +110 +4%
MCM
2009
Mengis Capital Management
Oregon
$1.49M +$1.58K +3 +0.1%
FA
2010
Faithward Advisors
Pennsylvania
$1.49M +$33.6K +64 +2%
MSWM
2011
McGlone Suttner Wealth Management
Wisconsin
$1.49M -$13.7K -26 -0.9%
AIC
2012
Archer Investment Corporation
Indiana
$1.48M -$12.6K -24 -0.8%
SPWM
2013
Schrum Private Wealth Management
Florida
$1.48M +$1M +1,907 +210%
PA
2014
Parkside Advisors
California
$1.47M +$54.7K +104 +4%
NSAM
2015
North Star Asset Management
Wisconsin
$1.47M +$17.4K +33 +1%
PI
2016
PFG Investments
New York
$1.47M +$815K +1,550 +125%
EHC
2017
Everett Harris & Co
California
$1.47M +$99.9K +190 +7%
EWA
2018
Etesian Wealth Advisors
Oregon
$1.46M -$85.2K -162 -6%
PP
2019
Patron Partners
Texas
$1.46M -$187K -355 -11%
VF
2020
Vista Finance
Missouri
$1.45M -$7.36K -14 -0.5%
SPL
2021
Smart Portfolios LLC
Washington
$1.44M +$4.21K +8 +0.3%
SWMP
2022
Signature Wealth Management Partners
New Jersey
$1.44M -$82.5K -157 -5%
BWA
2023
Bordeaux Wealth Advisors
California
$1.44M -$123K -234 -8%
HA
2024
Herold Advisors
New York
$1.44M -$299K -568 -17%
WIC
2025
Woodmont Investment Counsel
Tennessee
$1.44M +$230K +437 +19%