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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 %
SFP
2451
Strategic Financial Planning
Texas
$604K
AP
2452
Americana Partners
Texas
$604K +$291K +554 +93%
FWM
2453
FSA Wealth Management
Massachusetts
$603K +$526 +1 +0.1%
GCP
2454
Gill Capital Partners
Colorado
$601K -$1.51K -3 -0.3%
ST
2455
Somerset Trust
Pennsylvania
$601K -$5.26K -10 -0.9%
KCFA
2456
Key Client Fiduciary Advisors
New Jersey
$601K -$104K -198 -15%
ST
2457
Spinnaker Trust
Maine
$598K +$26.8K +51 +5%
MPIA
2458
Mountain Pacific Investment Advisers
Idaho
$597K
CAM
2459
Congress Asset Management
Massachusetts
$596K -$8.34M -15,858 -93%
CWP
2460
CFM Wealth Partners
Texas
$595K +$83.1K +158 +16%
PIP
2461
Peachtree Investment Partners
Florida
$595K +$174K +331 +41%
BWP
2462
Balboa Wealth Partners
Arizona
$591K -$8.94K -17 -1%
FS
2463
Financial Symmetry
North Carolina
$591K
ACM
2464
Argent Capital Management
Missouri
$591K -$830K -1,578 -58%
WMA
2465
West Michigan Advisors
Michigan
$591K +$7.36K +14 +1%
ZIG
2466
Zuckerman Investment Group
Illinois
$588K +$12.1K +23 +2%
RIP
2467
RAM Investment Partners
Washington
$588K -$17.9K -34 -3%
WA
2468
Wealthstar Advisors
Texas
$587K -$413K -785 -41%
SKK
2469
Shepherd Kaplan Krochuk
Massachusetts
$586K +$146K +277 +33%
RCG
2470
Rock Creek Group
District of Columbia
$583K +$208K +507 +56%
SGI
2471
Summit Global Investments
Utah
$582K -$465K -885 -44%
SLT
2472
St Louis Trust
Missouri
$582K
PT
2473
Plimoth Trust
Massachusetts
$581K +$12.6K +24 +2%
B
2474
Bensler
Washington
$580K -$143K -272 -20%
FFWM
2475
Future Financial Wealth Management
Ohio
$579K