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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 %
RIM
2151
RW Investment Management
Idaho
$1.14M +$2.1K +4 +0.2%
BDFN
2152
Bond & Devick Financial Network
Minnesota
$1.14M -$7.89K -15 -0.7%
III
2153
Independent Investors Inc
New York
$1.14M +$157K +298 +16%
RP
2154
Riverbridge Partners
Minnesota
$1.14M -$6.2M -11,795 -85%
MIC
2155
Means Investment Company
Maine
$1.14M +$7.36K +14 +0.7%
HIP
2156
Harrell Investment Partners
Texas
$1.14M -$41.5K -79 -4%
PCI
2157
Planning Center Inc
Illinois
$1.14M -$40K -76 -3%
CFCI
2158
Comprehensive Financial Consultants Institutional
Indiana
$1.13M
MCM
2159
Mendel Capital Management
Arkansas
$1.13M +$26.8K +51 +2%
KIA
2160
KLR Investment Advisors
Rhode Island
$1.13M -$202K -402 -15%
CKAIS
2161
Christensen King & Associates Investment Services
Washington
$1.13M -$40.5K -77 -3%
WAS
2162
Wealth Advisory Solutions
Indiana
$1.13M +$1.13M +2,141 New
KAS
2163
KPP Advisory Services
Kentucky
$1.13M +$1.13M +2,140 New
IBOK
2164
Independence Bank of Kentucky
Kentucky
$1.12M +$10.5K +20 +0.9%
AP
2165
Atwood & Palmer
Missouri
$1.12M -$206K -391 -16%
SC
2166
Stephens Consulting
Michigan
$1.11M -$451K -857 -29%
LA
2167
LexAurum Advisors
Kansas
$1.11M -$205K -390 -16%
MAA
2168
Matrix Asset Advisors
New York
$1.11M +$4.21K +8 +0.4%
FWM
2169
FMB Wealth Management
California
$1.11M
AFO
2170
Arrowroot Family Office
California
$1.1M -$56.3K -107 -5%
RWA
2171
Roberts Wealth Advisors
California
$1.1M +$1.1M +2,177 New
YC
2172
Yarbrough Capital
Tennessee
$1.1M
BRA
2173
Biechele Royce Advisors
Indiana
$1.1M
LRIA
2174
Leonard Rickey Investment Advisors
Washington
$1.09M -$42.6K -81 -4%
HNWA
2175
Henrickson Nauta Wealth Advisors
Michigan
$1.09M +$148K +286 +16%