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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 %
JCM
2101
Jacobi Capital Management
Pennsylvania
$1.28M +$56.8K +108 +5%
GC
2102
Garde Capital
Washington
$1.28M +$145K +275 +13%
HGERS
2103
Householder Group Estate & Retirement Specialist
Arizona
$1.28M -$15.8K -30 -1%
EFG
2104
Everhart Financial Group
Ohio
$1.28M -$262K -498 -17%
FMTC
2105
Farmers & Merchants Trust Company
California
$1.27M +$25.8K +49 +2%
TBC
2106
Ted Buchan & Co
California
$1.27M +$974K +1,853 +326%
CGL
2107
Clarius Group LLC
Washington
$1.27M -$217K -413 -15%
STB
2108
S&T Bank
Pennsylvania
$1.27M
MS
2109
Madden Securities
Texas
$1.26M +$1.26M +2,405 New
GLR
2110
Great Lakes Retirement
Ohio
$1.26M -$585K -1,113 -32%
AIM
2111
Athena Investment Management
California
$1.26M
HWP
2112
Highline Wealth Partners
California
$1.26M +$12.1K +23 +1%
R
2113
Rebalance
California
$1.25M +$20K +38 +2%
HP
2114
Hyperion Partners
Pennsylvania
$1.25M +$98.8K +188 +9%
SFA
2115
Seneca Financial Advisors
New York
$1.25M +$1.58K +3 +0.1%
HFS
2116
HBC Financial Services
Washington
$1.25M
CSIA
2117
Charles Schwab Investment Advisory
California
$1.25M -$117K -222 -9%
E
2118
ETFidea
New York
$1.24M +$110K +210 +10%
OS
2119
Objectivity Squared
South Carolina
$1.24M +$19.1K +37 +2%
EA
2120
Eudaimonia Advisors
Tennessee
$1.24M +$95.2K +181 +8%
TWM
2121
Tradition Wealth Management
Minnesota
$1.24M +$302K +575 +32%
NL
2122
Navalign LLC
California
$1.23M -$460K -875 -27%
FMI
2123
Fiduciary Management Inc
Wisconsin
$1.23M -$9.16M -17,432 -88%
W
2124
Wealthquest
Ohio
$1.23M -$288K -548 -19%
ILI
2125
Invesco LLC (Illinois)
Illinois
$1.23M +$54.2K +103 +5%