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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 %
AC
2401
Apella Capital
Connecticut
$683K +$5.22K +10 +0.8%
WWP
2402
Walden Wealth Partners
Ohio
$683K +$516 +1 +0.1%
FI
2403
Financial Insights
Washington
$679K +$7.89K +15 +1%
VCM
2404
Violich Capital Management
California
$679K +$36.8K +70 +6%
LJHT
2405
Laurie J. Hall Trustee
$676K -$31K -59 -4%
CIP
2406
Chartwell Investment Partners
Pennsylvania
$676K
TAM
2407
Townsend Asset Management
North Carolina
$674K -$17.4K -33 -3%
ST
2408
Sabal Trust
Florida
$673K -$323K -615 -32%
ERIM
2409
Eagle Ridge Investment Management
Connecticut
$668K -$17.9K -34 -3%
PFA
2410
Pathway Financial Advisors
Vermont
$666K
B
2411
Bellecapital
Switzerland
$666K -$252K -480 -27%
MAS
2412
Madden Advisory Services
Florida
$662K +$526 +1 +0.1%
RRCM
2413
Rappaport Reiches Capital Management
Illinois
$661K
Wealthfront Advisers
2414
Wealthfront Advisers
California
$660K +$15.2K +29 +2%
LJAC
2415
L.J. Altfest & Co
New York
$659K +$13.7K +26 +2%
WA1
2416
Wimmer Associates 1
California
$657K -$13.1K -25 -2%
TCM
2417
TruNorth Capital Management
Michigan
$657K +$657K +1,249 New
ACA
2418
Atlas Capital Advisors
Wyoming
$657K +$16.3K +31 +3%
AMBIA
2419
Allen Mooney & Barnes Investment Advisors
Georgia
$656K +$62.5K +120 +11%
AW
2420
Avion Wealth
Texas
$652K -$40.5K -77 -6%
BP
2421
BCK Partners
New York
$651K -$78.3K -149 -11%
TF
2422
Tenon Financial
New Jersey
$650K +$650K +1,237 New
OBWP
2423
O'Brien Wealth Partners
Massachusetts
$648K
RFA
2424
Register Financial Advisors
Georgia
$646K +$89.9K +171 +16%
LIG
2425
Lokken Investment Group
Delaware
$644K