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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 %
EMAM
2226
Encompass More Asset Management
California
$973K +$249K +473 +34%
CS
2227
Cannell & Spears
New York
$973K
CWM
2228
Cabot Wealth Management
Massachusetts
$969K -$95.7K -182 -9%
SEIA
2229
Signature Estate & Investment Advisors
California
$968K +$393K +747 +68%
AWP
2230
Accretive Wealth Partners
New Jersey
$966K +$183K +356 +23%
SVCP
2231
Silicon Valley Capital Partners
California
$962K +$3.15K +6 +0.3%
BMD
2232
Better Money Decisions
New Mexico
$962K +$337K +641 +54%
IPW
2233
IronBridge Private Wealth
Texas
$961K +$381K +724 +66%
NFA
2234
Northwest Financial Advisors
Virginia
$961K -$789K -1,500 -45%
RFA
2235
Rollins Financial Advisors
New York
$960K +$63.6K +121 +7%
BFA
2236
Bragg Financial Advisors
North Carolina
$957K +$339K +645 +55%
TW
2237
TrinityPoint Wealth
Connecticut
$957K -$1.58K -3 -0.2%
SIAS
2238
Summit Investment Advisory Services
Minnesota
$954K +$152K +290 +19%
TH
2239
Team Hewins
California
$951K -$3.15K -6 -0.3%
VFPI
2240
Vantage Financial Partners (Illinois)
Illinois
$950K +$172K +328 +22%
OWA
2241
Octavia Wealth Advisors
Ohio
$950K -$974K -1,852 -51%
OSNBOA
2242
Old Second National Bank of Aurora
Illinois
$948K
PWM
2243
Prosperity Wealth Management
California
$945K +$220K +419 +30%
SBF
2244
Sara-Bay Financial
Florida
$945K +$76.1K +145 +9%
VAMG
2245
Voisard Asset Management Group
Michigan
$944K
AIS
2246
American Investment Services
Massachusetts
$940K -$10.5K -20 -1%
FTDI
2247
First Trust Direct Indexing
Massachusetts
$937K +$421K +800 +81%
AW
2248
Alaethes Wealth
Nevada
$937K -$251K -477 -21%
SSWM
2249
Smith Salley Wealth Management
North Carolina
$936K -$1.52M -2,886 -62%
TWM
2250
Trinity Wealth Management
Pennsylvania
$934K -$96.7K -184 -9%