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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 %
PF
2301
Penney Financial
Texas
$833K -$10.5K -20 -1%
MIAS
2302
Mason Investment Advisory Services
Virginia
$832K +$2.1K +4 +0.3%
SP
2303
Sequent Planning
Nebraska
$824K +$824K +1,567 New
FW
2304
FirstPurpose Wealth
Utah
$824K +$7.23K +14 +0.9%
MWA
2305
MN Wealth Advisors
Kansas
$820K -$23.7K -45 -3%
CCG
2306
Ceeto Capital Group
Florida
$818K
RAM
2307
Ramirez Asset Management
New York
$818K
AHIA
2308
Andrew Hill Investment Advisors
Florida
$817K +$61K +116 +8%
FBT
2309
First Bank & Trust
South Dakota
$815K +$65.7K +125 +9%
FRA
2310
Front Row Advisors
California
$815K +$190K +361 +30%
CCT
2311
Capital City Trust
Florida
$812K
HCP
2312
Hexagon Capital Partners
Arkansas
$811K -$147K -279 -15%
MGWM
2313
Marks Group Wealth Management
Minnesota
$811K -$182K -346 -18%
CCWM
2314
Correct Capital Wealth Management
Missouri
$809K -$369K -701 -31%
WAM
2315
Worth Asset Management
Texas
$802K -$25.8K -49 -3%
SWM
2316
Shakespeare Wealth Management
Wisconsin
$801K
RC
2317
Reik & Co
New York
$797K
WIM
2318
WealthPlan Investment Management
Nebraska
$796K -$21.6K -41 -3%
CISOA
2319
Capital Investment Services of America
Wisconsin
$795K -$64.7K -123 -8%
WWM
2320
WT Wealth Management
Arizona
$793K +$5.26K +10 +0.7%
UID
2321
Union Investments & Development
Israel
$789K -$83.7M -81,683 -99%
AAM
2322
American Asset Management
Florida
$789K
BF
2323
Blankinship & Foster
California
$784K -$55.2K -105 -7%
FM
2324
Foster & Motley
Ohio
$782K +$191K +363 +32%
PS
2325
Planned Solutions
California
$782K +$3.68K +7 +0.5%