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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 %
HWMT
2326
Heritage Wealth Management (Texas)
Texas
$780K +$9.46K +18 +1%
CIA
2327
Cape Investment Advisory
Georgia
$780K -$546K -1,039 -41%
WIA
2328
Westbourne Investment Advisors
Maryland
$779K +$1.58K +3 +0.2%
NA
2329
Navellier & Associates
Nevada
$778K
SL
2330
Summitry LLC
California
$777K +$1.05K +2 +0.1%
EDRH
2331
Edmond de Rothschild Holding
Switzerland
$775K -$197K -375 -20%
IWS
2332
Insight Wealth Strategies
California
$774K +$36.8K +70 +5%
KFC
2333
Klingenstein Fields & Co
New York
$772K -$10.5K -20 -1%
LPP
2334
Life Planning Partners
Florida
$771K
FFG
2335
Frisch Financial Group
New York
$767K -$54.2K -103 -7%
ACM
2336
AUA Capital Management
Pennsylvania
$765K +$765K +1,454 New
CMS
2337
Capital Market Strategies
Florida
$760K -$61K -116 -7%
SWM
2338
Seaside Wealth Management
California
$760K -$127K -242 -14%
GAA
2339
Global Assets Advisory
Florida
$759K +$759K +398,384 New
DCM
2340
Donaldson Capital Management
Indiana
$759K +$222K +422 +41%
SC
2341
Shearwater Capital
Colorado
$758K -$3.15K -6 -0.4%
WFA
2342
Wade Financial Advisory
California
$758K
AWAG
2343
ARS Wealth Advisors Group
Florida
$758K +$240K +457 +46%
MWA
2344
Monograph Wealth Advisors
California
$755K
BWM
2345
BNC Wealth Management
Oregon
$755K +$170K +323 +29%
FFO
2346
Fiduciary Family Office
Florida
$755K +$110K +210 +17%
IFO
2347
Independent Family Office
New York
$754K
CAM
2348
Close Asset Management
United Kingdom
$753K +$58.9K +112 +8%
CA
2349
CGN Advisors
Kansas
$753K +$117K +222 +18%
MAM
2350
McLean Asset Management
Virginia
$752K