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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 %
MFWP
2051
Mosaic Family Wealth Partners
Missouri
$1.39M +$24.7K +47 +2%
KP
2052
Keel Point
Alabama
$1.39M +$381K +724 +38%
1WA
2053
180 Wealth Advisors
Washington
$1.39M +$84.1K +160 +6%
BTW
2054
Boston Trust Walden
Massachusetts
$1.38M
KLCM
2055
KG&L Capital Management
Louisiana
$1.38M +$3.16K +6 +0.2%
TCBWMS
2056
Texas Capital Bank Wealth Management Services
Texas
$1.38M -$1.05K -2 -0.1%
MMG
2057
Monetary Management Group
Missouri
$1.38M
RC
2058
Randolph Company
Ohio
$1.38M -$142K -270 -9%
FWM
2059
Fonville Wealth Management
Virginia
$1.38M +$67.3K +128 +5%
HCA
2060
Horan Capital Advisors
Ohio
$1.38M -$59.9K -114 -4%
BWM
2061
Birchcreek Wealth Management
Ohio
$1.38M +$70.4K +134 +5%
MIG
2062
McGuire Investment Group
Rhode Island
$1.37M +$140K +266 +11%
AAP
2063
Arax Advisory Partners
Colorado
$1.37M -$47.8K -91 -3%
CPSC
2064
Carl P. Sherr & Co
Massachusetts
$1.37M -$25.2K -48 -2%
FMI
2065
F/M Investments
District of Columbia
$1.37M +$3.42K +7 +0.3%
CCA
2066
Criterion Capital Advisors
Tennessee
$1.37M -$1.58K -3 -0.1%
CNB
2067
Camden National Bank
Maine
$1.36M +$13.1K +25 +1%
SWM
2068
Soundmark Wealth Management
Washington
$1.36M -$165K -313 -11%
FWP
2069
Family Wealth Partners
North Carolina
$1.36M -$3.68K -7 -0.3%
CAAS
2070
Capital Asset Advisory Services
Michigan
$1.36M +$171K +328 +14%
ACS
2071
Archford Capital Strategies
Illinois
$1.35M
PSC
2072
Prentiss Smith & Co
Vermont
$1.35M -$349K -664 -21%
DP
2073
DDD Partners
Washington
$1.35M
BFA
2074
Brown Financial Advisory
Alabama
$1.35M
RIM
2075
Redwood Investment Management
Arizona
$1.34M -$2.49M -4,726 -65%