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iShares Core S&P 500 ETF

3,568 hedge funds and large institutions have $453B invested in iShares Core S&P 500 ETF in 2024 Q4 according to their latest regulatory filings, with 529 funds opening new positions, 1,390 increasing their positions, 1,232 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,568
Holders Change
+386
Holders Change %
+12.13%
% of All Funds
47.49%
Holding in Top 10
1,164
Holding in Top 10 Change
+142
Holding in Top 10 Change %
+13.89%
% of All Funds
15.49%
New
529
Increased
1,390
Reduced
1,232
Closed
81
Calls
$1.12B
Puts
$1.64B
Net Calls
-$518M
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Shares
Change %
GC
276
Grimes & Company
Massachusetts
$142M +$776K +1,318 +0.6%
LBC
277
Lowe Brockenbrough & Co
Virginia
$141M +$8.18M +13,894 +6%
BC
278
Bricktown Capital
Michigan
$141M -$58.9M -100,000 -29%
PFM
279
Phillips Financial Management
Indiana
$140M +$5.97M +10,136 +4%
SP
280
Stairway Partners
Illinois
$140M +$109M +185,717 +357%
FIA
281
Foundations Investment Advisors
Arizona
$140M +$6.51M +11,065 +5%
Barclays
282
Barclays
United Kingdom
$139M -$224M -380,320 -62%
SSB
283
Sandy Spring Bank
Maryland
$139M +$1.93M +3,273 +1%
SWP
284
Sagespring Wealth Partners
Tennessee
$139M +$139M +322,204 New
RCWVOTCITCONY
285
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York
New York
$138M +$138M +234,971 New
MFIM
286
Mesirow Financial Investment Management
Illinois
$138M +$868K +1,475 +0.6%
QCG
287
Quadrant Capital Group
Ohio
$137M +$9.11M +15,474 +7%
BBA
288
BLB&B Advisors
Pennsylvania
$136M +$4.84M +8,227 +4%
MLIC
289
Mandatum Life Insurance Company
Finland
$136M +$20.7M +35,108 +18%
GAM
290
Gotham Asset Management
New York
$136M -$228K -387 -0.2%
FSWA
291
Financial Synergies Wealth Advisors
Texas
$134M +$468K +795 +0.3%
LGWM
292
Litman Gregory Wealth Management
California
$134M +$257K +436 +0.2%
CB
293
Commerce Bank
Missouri
$134M -$1.58M -2,678 -1%
MFS
294
McNamara Financial Services
Massachusetts
$132M -$13.3M -22,585 -9%
FNBT
295
FineMark National Bank & Trust
Florida
$132M +$742K +1,261 +0.6%
RSWM
296
Robertson Stephens Wealth Management
California
$131M +$912K +1,550 +0.7%
HFBOT
297
Home Federal Bank of Tennessee
Tennessee
$130M -$3.87M -6,576 -3%
BOH
298
Bank of Hawaii
Hawaii
$130M -$7.81M -13,269 -6%
OIA
299
OneDigital Investment Advisors
Kansas
$129M -$251K -427 -0.2%
IAA
300
Independent Advisor Alliance
North Carolina
$129M +$125M +212,143 +3,427%