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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 %
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$379M +$361M +685,791 +1,974%
JFGIW
102
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$377M -$5.36M -10,191 -1%
CCM
103
Coldstream Capital Management
Washington
$370M +$1.3M +2,478 +0.4%
CFG
104
CKW Financial Group
Hawaii
$357M -$8.75M -16,663 -2%
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$351M +$43.2M +82,124 +14%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$348M -$8.38M -15,940 -2%
CCMG
107
Clark Capital Management Group
Pennsylvania
$347M +$218M +415,580 +171%
HWA
108
Heritage Wealth Advisors
Virginia
$346M -$9.79M -18,617 -3%
CWM
109
Circle Wealth Management
New Jersey
$344M +$7.38M +14,040 +2%
AHSW
110
Adventist Health System West
California
$344M
NA
111
NewEdge Advisors
Louisiana
$339M -$9.18M -17,464 -3%
Teacher Retirement System of Texas
112
Teacher Retirement System of Texas
Texas
$339M
CA
113
Cetera Advisors
Colorado
$334M +$116M +221,415 +53%
SIC
114
Sigma Investment Counselors
Michigan
$332M -$3.26M -6,197 -1%
Mercer Global Advisors
115
Mercer Global Advisors
Colorado
$330M +$66.1M +125,769 +25%
Baird Financial Group
116
Baird Financial Group
Wisconsin
$328M -$30.4M -57,836 -8%
EW
117
Evoke Wealth
California
$327M +$326M +620,322 +65,573%
RIG
118
RiverFront Investment Group
Virginia
$326M +$3.73M +7,090 +1%
MMI
119
Matson Money Inc
Ohio
$326M
TI
120
Truepoint Inc
Ohio
$326M +$7.53M +14,325 +2%
CWM
121
Cahaba Wealth Management
Georgia
$319M +$9.2M +17,494 +3%
GF
122
Genworth Financial
Virginia
$316M
JC
123
JB Capital
Connecticut
$316M -$90.2M -171,542 -22%
Charles Schwab
124
Charles Schwab
California
$315M -$62.8M -119,421 -17%
KAS
125
Kestra Advisory Services
Texas
$312M +$22.7M +43,125 +8%