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iShares Core S&P 500 ETF

3,065 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
3,065
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.43%
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 %
AWM
201
AE Wealth Management
Kansas
$166M -$213M -405,438 -56%
MW
202
Marcum Wealth
Ohio
$165M -$19.1M -36,274 -10%
BPA
203
Beacon Pointe Advisors
California
$164M -$2.3M -4,383 -1%
PAG
204
Private Advisor Group
New Jersey
$162M +$10M +19,113 +7%
ESL
205
Endurance Services Ltd
New York
$161M
LPT
206
Legacy Private Trust
Wisconsin
$160M -$14.3M -27,216 -8%
Daiwa Securities Group
207
Daiwa Securities Group
Japan
$159M +$59.1M +107,543 +59%
OIA
208
OneDigital Investment Advisors
Kansas
$157M -$11.6M -22,126 -7%
BSB
209
Bangor Savings Bank
Maine
$157M +$4.36M +8,294 +3%
AHSSHC
210
Adventist Health System Sunbelt Healthcare Corp
Florida
$156M +$21.6M +41,088 +16%
TFM
211
TFC Financial Management
Massachusetts
$155M +$1.84M +3,493 +1%
GC
212
Gilbert & Cook
Iowa
$154M -$3.22M -6,120 -2%
AF
213
Apexium Financial
Texas
$154M -$2.01M -3,822 -1%
WFA
214
Wellspring Financial Advisors
Ohio
$154M +$124M +236,704 +428%
GFP
215
Gryphon Financial Partners
Ohio
$153M +$4.6M +8,746 +3%
SHJ
216
Sharkey, Howes & Javer
Colorado
$153M -$522K -993 -0.3%
FIA
217
Foundations Investment Advisors
Arizona
$150M -$60M -114,077 -29%
3AM
218
3EDGE Asset Management
Florida
$150M -$9.49M -18,051 -6%
VIA
219
Vantagepoint Investment Advisers
District of Columbia
$150M -$100M -191,040 -40%
GT
220
Glenview Trust
Kentucky
$149M -$847K -1,612 -0.6%
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148M +$48.5M +92,260 +49%
Two Sigma Advisers
222
Two Sigma Advisers
New York
$147M -$53.4M -101,600 -27%
BC
223
Bricktown Capital
Michigan
$145M -$9.79M -18,628 -6%
SNB
224
Security National Bank
Nebraska
$143M +$140M +266,079 +4,063%
CWM
225
Calamos Wealth Management
Illinois
$143M +$20.5M +39,000 +17%