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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 %
RFG
2076
Range Financial Group
Oregon
$1.34M +$130K +247 +11%
PCM
2077
Princeton Capital Management
New Jersey
$1.33M -$5.72M -10,874 -81%
MA
2078
MJP Associates
Connecticut
$1.33M +$44.7K +85 +3%
TCM
2079
Towneley Capital Management
California
$1.33M +$2.63K +5 +0.2%
GKIM
2080
GW&K Investment Management
Massachusetts
$1.33M +$216K +411 +19%
EM
2081
Excalibur Management
Massachusetts
$1.32M
TWD
2082
True Wealth Design
Ohio
$1.32M -$60.5K -115 -4%
GA
2083
Greenspring Advisors
Maryland
$1.32M
PRI
2084
Prepared Retirement Institute
Pennsylvania
$1.31M
EGA
2085
E&G Advisors
Texas
$1.31M -$52.6K -100 -4%
EGWAG
2086
Elwood & Goetz Wealth Advisory Group
Georgia
$1.31M -$331K -629 -20%
BFG
2087
Berger Financial Group
Minnesota
$1.31M +$74.1K +141 +6%
OHIS
2088
Oak Harvest Investment Services
Texas
$1.31M +$2.63K +5 +0.2%
RW
2089
REDW Wealth
New Mexico
$1.31M -$375K -714 -22%
AAM
2090
Austin Asset Management
Texas
$1.3M +$13.1K +25 +1%
MBTD
2091
Mechanics Bank - Trust Department
California
$1.3M
KIG
2092
Kowal Investment Group
Wisconsin
$1.3M -$150K -286 -10%
SFS
2093
Security Financial Services
Indiana
$1.3M +$450K +856 +53%
TSM
2094
Two Star Manager
Florida
$1.3M +$1.3M +2,466 New
GA
2095
Goldstein Advisors
Wisconsin
$1.3M +$16.8K +32 +1%
BMC
2096
Benin Management Corp
Connecticut
$1.29M +$1.58K +3 +0.1%
NOI
2097
Newton One Investments
Delaware
$1.29M +$2.1K +4 +0.2%
SW
2098
SkyOak Wealth
Michigan
$1.29M +$160K +304 +14%
DWP
2099
Destiny Wealth Partners
Florida
$1.29M -$1.73M -3,282 -57%
XS
2100
XR Securities
Illinois
$1.28M +$1.28M +2,440 New