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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 %
LSIA
2026
LaSalle St. Investment Advisors
Illinois
$1.44M +$1.16M +2,255 +431%
BWL
2027
Bogart Wealth LLC
Virginia
$1.43M +$413K +786 +40%
MCM
2028
Maple Capital Management
Vermont
$1.43M +$242K +461 +20%
BWG
2029
Balanced Wealth Group
Ohio
$1.43M +$138K +264 +11%
LC
2030
LCNB Corp
Ohio
$1.43M +$315K +600 +28%
AFG
2031
Allegheny Financial Group
Pennsylvania
$1.43M -$268K -510 -16%
CWA
2032
Clarity Wealth Advisors
California
$1.43M -$1.05K -2 -0.1%
SCP
2033
Sandhill Capital Partners
New York
$1.42M -$41K -78 -3%
CPG
2034
Cornerstone Planning Group
New Jersey
$1.42M -$970K -1,888 -41%
WIA
2035
World Investment Advisors
California
$1.42M -$11.4M -21,463 -89%
ODG
2036
O'Dell Group
Ohio
$1.42M +$260K +494 +22%
CS
2037
Capital Square
Tennessee
$1.42M +$1.42M +2,698 New
CA
2038
Corrado Advisors
New Jersey
$1.42M +$1.42M +2,693 New
AIP
2039
Almanack Investment Partners
Pennsylvania
$1.41M +$103K +195 +8%
LAM
2040
Lakewood Asset Management
Illinois
$1.41M +$44.7K +85 +3%
AWM
2041
Accel Wealth Management
Iowa
$1.41M
RA
2042
Rodgers & Associates
Pennsylvania
$1.41M -$68.3K -130 -5%
VLC
2043
Van Leeuwen & Company
New Jersey
$1.41M -$59.4K -113 -4%
BA
2044
Ballast Advisors
Minnesota
$1.41M -$36.3K -69 -3%
GD
2045
Grandfield & Dodd
New York
$1.41M -$26.3K -50 -2%
CAM
2046
Clark Asset Management
New Hampshire
$1.4M +$76.2K +145 +6%
AIA
2047
Arbor Investment Advisors
North Carolina
$1.4M -$39.4K -75 -3%
FA
2048
Financial Advisors
Massachusetts
$1.4M +$152K +289 +12%
FPCG
2049
Fort Pitt Capital Group
Pennsylvania
$1.39M -$10.4M -19,794 -88%
BO
2050
Bank OZK
Arkansas
$1.39M +$43.6K +83 +3%