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iShares Core S&P 500 ETF

3,065 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
3,065
Holders Change
+65
Holders Change %
+2.17%
% of All Funds
44.43%
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 %
DWM
226
Dakota Wealth Management
Florida
$143M +$1.96M +3,722 +1%
MWM
227
Modera Wealth Management
New Jersey
$140M -$990K -1,884 -0.7%
SWP
228
Stratos Wealth Partners
Ohio
$140M +$29.8M +56,641 +27%
TLFA
229
True Link Financial Advisors
California
$140M +$11.6M +21,997 +9%
EPA
230
Element Pointe Advisors
Florida
$139M +$49.1M +93,349 +54%
2P
231
26North Partners
New York
$131M +$102K +194 +0.1%
MIM
232
Monashee Investment Management
Massachusetts
$130M -$841K -1,600 -0.6%
SWA
233
SFMG Wealth Advisors
Texas
$130M -$786K -1,496 -0.6%
GC
234
Grimes & Company
Massachusetts
$129M -$2.59M -4,934 -2%
BOH
235
Bank of Hawaii
Hawaii
$127M -$6.5M -12,357 -5%
Toronto Dominion Bank
236
Toronto Dominion Bank
Ontario, Canada
$126M
JSTA
237
Japan Science & Technology Agency
Japan
$125M -$433M -823,100 -78%
IWA
238
Icon Wealth Advisors
Texas
$125M -$22.7M -43,230 -15%
RSWM
239
Robertson Stephens Wealth Management
California
$124M +$4.27M +8,113 +4%
LF
240
Lee Financial
Texas
$123M +$8.53M +16,224 +7%
CB
241
Commerce Bank
Missouri
$122M +$1.72M +3,266 +1%
Kayne Anderson Rudnick Investment Management
242
Kayne Anderson Rudnick Investment Management
California
$122M +$7.88M +14,985 +7%
UWPG
243
Ullmann Wealth Partners Group
Florida
$122M +$2.22M +4,222 +2%
FSWA
244
Financial Synergies Wealth Advisors
Texas
$122M -$6.86M -13,053 -5%
MFS
245
McNamara Financial Services
Massachusetts
$121M -$5.49M -10,448 -4%
PFM
246
Phillips Financial Management
Indiana
$120M +$620K +1,180 +0.5%
MFG
247
Merit Financial Group
Georgia
$120M +$23.4M +45,607 +24%
HFBOT
248
Home Federal Bank of Tennessee
Tennessee
$120M -$2.11M -4,009 -2%
SW
249
SVB Wealth
Massachusetts
$119M +$7.65M +14,542 +7%
ASN
250
Advisory Services Network
Georgia
$118M -$3.24M -6,168 -3%