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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 %
DI
2351
DDFG Inc
California
$750K +$63.1K +120 +9%
TPA
2352
Trivium Point Advisory
Connecticut
$749K +$254K +483 +51%
CWA
2353
Clearview Wealth Advisors
Oregon
$747K -$115K -218 -13%
CA
2354
Carson Advisory
Georgia
$745K +$20.5K +39 +3%
HCM
2355
Hudson Capital Management
New Jersey
$743K
CWM
2356
Chemistry Wealth Management
New York
$743K -$9.99K -19 -1%
BW
2357
Bison Wealth
Georgia
$742K -$4.21K -8 -0.6%
OPCM
2358
Osborne Partners Capital Management
California
$741K -$91K -173 -11%
IRAG
2359
Investment Research & Advisory Group
Georgia
$741K -$92.5K -176 -11%
MSR
2360
Main Street Research
Connecticut
$741K -$26.8K -51 -3%
BSI
2361
Bennett Selby Investments
Maine
$740K +$13.7K +26 +2%
DFA
2362
Delta Financial Advisors
Louisiana
$740K +$2.1K +4 +0.3%
MHB
2363
Midwest Heritage Bank
Iowa
$735K +$1.58K +3 +0.2%
GC
2364
Gibson Capital
Pennsylvania
$735K
EAM
2365
Empirical Asset Management
Massachusetts
$733K +$361K +687 +97%
HWM
2366
Horizons Wealth Management
North Carolina
$732K
RCM
2367
Regency Capital Management
Hawaii
$731K -$52.6K -100 -7%
APWA
2368
Atlas Private Wealth Advisors
New Jersey
$731K -$693K -1,318 -49%
TA
2369
TruWealth Advisors
Louisiana
$730K +$253K +481 +53%
KAH
2370
Kathryn A. Hall
$728K
ULWM
2371
Upper Left Wealth Management
Florida
$727K -$87.8K -167 -11%
PA
2372
Prism Advisors
California
$726K
SF
2373
Slagle Financial
Illinois
$726K -$1.13M -2,142 -61%
HTHT
2374
Hemenway Trust Hemenway Trust
New Hampshire
$724K +$374K +712 +107%
PWP
2375
Principle Wealth Partners
Connecticut
$722K +$15.8K +30 +2%