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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 %
SAM
2251
Sompo Asset Management
Japan
$934K -$188K -357 -17%
TF
2252
Theory Financial
Colorado
$931K +$167K +318 +22%
MWA
2253
Muirfield Wealth Advisors
North Carolina
$929K +$36.8K +70 +4%
JF
2254
Joule Financial
Kentucky
$929K -$26.8K -51 -3%
AFG
2255
ABLE Financial Group
Arizona
$927K -$136K -258 -13%
SCM
2256
Sage Capital Management
New Jersey
$927K +$526 +1 +0.1%
Russell Investments Group
2257
Russell Investments Group
United Kingdom
$925K +$812K +1,544 +718%
JE
2258
JMAC Enterprises
Pennsylvania
$924K -$4.21K -8 -0.5%
CBB
2259
Citizens Business Bank
California
$920K
BFG
2260
Bouchey Financial Group
New York
$914K -$20.5K -39 -2%
WAOTB
2261
Wealth Advisors of Tampa Bay
Florida
$913K -$147K -280 -14%
CCP
2262
Clarity Capital Partners
California
$903K -$99.9K -190 -10%
SC
2263
Slow Capital
California
$902K -$281K -534 -24%
NC
2264
NewSquare Capital
Pennsylvania
$898K +$31K +59 +4%
TCCM
2265
Timber Creek Capital Management
Massachusetts
$897K
GL
2266
Gerber LLC
Ohio
$894K +$430K +817 +92%
TWA
2267
Talisman Wealth Advisors
New Jersey
$891K +$334K +636 +60%
WIM
2268
Waverton Investment Management
United Kingdom
$891K +$5.26K +10 +0.6%
KFP
2269
Keener Financial Planning
Texas
$888K +$33.7K +64 +4%
FNB
2270
Farmers National Bank
Kentucky
$887K -$96.7K -184 -10%
FCA
2271
Fortis Capital Advisors
Kansas
$887K +$222K +422 +33%
HFAS
2272
Hummer Financial Advisory Services
Illinois
$886K +$39.4K +75 +5%
C
2273
CEDRUS
Colorado
$885K +$9.99K +19 +1%
APIM
2274
Agate Pass Investment Management
Washington
$885K -$56.3K -107 -6%
CFO
2275
Collective Family Office
Pennsylvania
$878K -$24.2K -46 -3%