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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 %
O3W
2201
Omni 360 Wealth
New Jersey
$1.02M +$6.83K +13 +0.7%
RFWA
2202
RPg Family Wealth Advisory
Massachusetts
$1.02M -$36.8K -70 -3%
Members Trust
2203
Members Trust
Florida
$1.02M +$493K +937 +93%
SWA
2204
Sightline Wealth Advisors
Connecticut
$1.02M -$111K -211 -10%
JC
2205
Jentner Corp
Ohio
$1.02M
FSA
2206
Fort Sheridan Advisors
Illinois
$1.01M
NG
2207
Norden Group
Utah
$1.01M +$1.01M +1,924 New
BOM
2208
Bank of Marin
California
$1.01M
SAG
2209
SageView Advisory Group
California
$1.01M -$3.89M -31,099 -79%
CCM
2210
Colorado Capital Management
Colorado
$1.01M -$75.7K -144 -7%
BFA
2211
Bill Few Associates
Pennsylvania
$1.01M -$49.4K -94 -5%
SRCM
2212
Signature Resources Capital Management
California
$1M
BI
2213
Ballast Inc
Kentucky
$1M +$4.21K +8 +0.4%
CWM
2214
Chicago Wealth Management
Illinois
$1M +$96.7K +184 +11%
CNFG
2215
Creegan & Nassoura Financial Group
New Hampshire
$1M +$54.7K +104 +6%
MWM
2216
Marion Wealth Management
Pennsylvania
$990K -$16.8K -32 -2%
MW
2217
MBL Wealth
North Carolina
$989K
DSN
2218
D. Scott Neal
Kentucky
$987K +$3.68K +7 +0.4%
GWA
2219
Geometric Wealth Advisors
District of Columbia
$985K +$465K +884 +89%
FWA
2220
FSC Wealth Advisors
New York
$981K -$2.88M -5,484 -75%
AA
2221
Advisory Alpha
Michigan
$980K +$42.1K +80 +4%
TIA
2222
Tiemann Investment Advisors
California
$980K +$43.6K +83 +5%
FL
2223
FreeGulliver LLC
Louisiana
$979K +$979K +1,861 New
GAB
2224
German American Bancorp
Indiana
$976K
CWAG
2225
Compton Wealth Advisory Group
Virginia
$975K +$299K +568 +44%