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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 %
FF
2376
Financial Futures
New Jersey
$722K -$26.3K -50 -4%
IFS
2377
Ifrah Financial Services
Arkansas
$721K -$52.6K -100 -7%
CCA
2378
Checchi Capital Advisers
California
$718K
AGA
2379
Arkos Global Advisors
Texas
$717K +$10.5K +20 +1%
CCA
2380
Conservest Capital Advisors
Pennsylvania
$717K +$113K +214 +19%
LCM
2381
Lazari Capital Management
California
$716K +$1.58K +3 +0.2%
CWP
2382
Concord Wealth Partners
Virginia
$715K +$160K +304 +29%
CW
2383
Connectus Wealth
Ohio
$712K -$67.1M -193,074 -99%
NDSI
2384
Newman Dignan & Sheerar Inc
Rhode Island
$709K +$709K +1,349 New
MSG
2385
Main Street Group
Virginia
$706K -$75.1K -143 -10%
JWS
2386
Juncture Wealth Strategies
Arizona
$706K -$5.26K -10 -0.7%
LRWA
2387
Long Run Wealth Advisors
New York
$703K
RIA
2388
Realta Investment Advisors
Delaware
$703K -$14.7K -28 -2%
LFGO
2389
Legacy Financial Group (Oklahoma)
Oklahoma
$702K +$47.3K +90 +7%
ML
2390
Mayport LLC
Massachusetts
$702K
OFS
2391
OneAscent Financial Services
Alabama
$700K -$118K -225 -14%
LMKC
2392
L.M. Kohn & Company
Ohio
$698K -$38.4K -73 -5%
GWWM
2393
Great Waters Wealth Management
Minnesota
$695K -$1.58K -3 -0.2%
MWM
2394
Mittelman Wealth Management
Massachusetts
$691K +$691K +1,315 New
CCG
2395
Chatham Capital Group
Georgia
$688K
BFIM
2396
Beese Fulmer Investment Management
Ohio
$688K +$334K +636 +95%
TC
2397
Tenret Company
Florida
$687K
RAM
2398
Redmond Asset Management
Virginia
$685K -$12.6K -24 -2%
SCA
2399
STALEY CAPITAL ADVISERS
Pennsylvania
$685K +$76.8K +146 +13%
CG
2400
Cutler Group
California
$683K +$683K +1,300 New