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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 %
FVCM
2126
F&V Capital Management
Florida
$1.22M
VCAM
2127
Van Cleef Asset Management
Ohio
$1.22M +$1.22M +2,328 New
LHWM
2128
Lake Hills Wealth Management
Texas
$1.22M
CAL
2129
Capital Advisors Ltd
Ohio
$1.22M
WTA
2130
Washington Trust Advisors
Massachusetts
$1.21M -$124K -236 -9%
PGWM
2131
Pitti Group Wealth Management
New York
$1.21M -$24.5K -47 -2%
CF
2132
Clarity Financial
Texas
$1.21M +$1.21M +2,300 New
SCM
2133
Seascape Capital Management
New Hampshire
$1.21M -$20K -38 -2%
AWMS
2134
Advocacy Wealth Management Services
Georgia
$1.2M +$32.1K +61 +3%
PMG
2135
ProVise Management Group
Florida
$1.19M -$1.21M -2,302 -50%
SW
2136
SlateStone Wealth
Florida
$1.19M +$254K +483 +27%
IPW
2137
Intergy Private Wealth
Colorado
$1.18M -$16.8K -32 -1%
RP
2138
Reinhart Partners
Wisconsin
$1.18M
CWMGP
2139
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.18M -$646K -1,228 -35%
OWA
2140
Opal Wealth Advisors
New York
$1.17M -$257K -488 -18%
PWG
2141
Private Wealth Group
Florida
$1.17M
AMCA
2142
Arthur M. Cohen & Associates
Illinois
$1.16M -$3.15K -6 -0.3%
BBA
2143
Braun-Bostich & Associates
Pennsylvania
$1.16M -$326K -620 -22%
TFA
2144
Teamwork Financial Advisors
Texas
$1.16M -$20K -38 -2%
FWM
2145
Focused Wealth Management
New York
$1.16M +$2.1K +4 +0.2%
FPWM
2146
FSB Premier Wealth Management
Iowa
$1.16M -$15.8K -30 -1%
EBSAM
2147
Eubel Brady & Suttman Asset Management
Ohio
$1.15M +$740K +1,407 +180%
CWM
2148
CCG Wealth Management
California
$1.15M +$136K +258 +13%
TAM
2149
Tocqueville Asset Management
New York
$1.15M -$241K -458 -17%
PP
2150
Prosperity Planning
Missouri
$1.14M -$482K -917 -30%