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iShares Core S&P 500 ETF

3,095 hedge funds and large institutions have $362B invested in iShares Core S&P 500 ETF in 2024 Q2 according to their latest regulatory filings, with 173 funds opening new positions, 1,325 increasing their positions, 1,212 reducing their positions, and 101 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,095
Holders Change
+30
Holders Change %
+0.98%
% of All Funds
45.02%
Holding in Top 10
1,001
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+0.5%
% of All Funds
14.56%
New
173
Increased
1,325
Reduced
1,212
Closed
101
Calls
$388M
Puts
$517M
Net Calls
-$129M
Net Calls Change
-$219M
Name Holding Trade Value Shares
Change
Shares
Change %
Stifel Financial
101
Stifel Financial
Missouri
$413M -$15.3M -27,935 -4%
MYLI
102
Meiji Yasuda Life Insurance
Japan
$406M +$173M +315,337 +74%
SGI
103
Swan Global Investments
Colorado
$391M -$13.2M -24,057 -3%
NA
104
NewEdge Advisors
Louisiana
$389M +$37M +67,628 +11%
CCM
105
Coldstream Capital Management
Washington
$384M -$1.22M -2,227 -0.3%
SAM
106
Simplify Asset Management
Nevada
$384M -$157M -287,115 -29%
Rockefeller Capital Management
107
Rockefeller Capital Management
New York
$377M +$10.9M +19,924 +3%
CFG
108
CKW Financial Group
Hawaii
$375M +$2.02M +3,691 +0.5%
PPFA
109
Provida Pension Fund Administrator
Chile
$372M -$26.2M -47,825 -7%
DWM
110
Dynasty Wealth Management
Florida
$359M +$74.3M +135,809 +26%
AHSW
111
Adventist Health System West
California
$359M -$329K -600 -0.1%
CWM
112
Circle Wealth Management
New Jersey
$358M
Mercer Global Advisors
113
Mercer Global Advisors
Colorado
$356M +$13.2M +24,110 +4%
CCMG
114
Clark Capital Management Group
Pennsylvania
$354M -$7.08M -12,932 -2%
SIC
115
Sigma Investment Counselors
Michigan
$353M +$8.13M +14,856 +2%
HWA
116
Heritage Wealth Advisors
Virginia
$353M -$6.71M -12,265 -2%
Teacher Retirement System of Texas
117
Teacher Retirement System of Texas
Texas
$352M
PA
118
Parallel Advisors
California
$349M +$82.6M +151,014 +31%
Manulife (Manufacturers Life Insurance)
119
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$349M -$13.1M -23,975 -4%
RIG
120
RiverFront Investment Group
Virginia
$342M +$2.15M +3,933 +0.6%
MMI
121
Matson Money Inc
Ohio
$339M
Baird Financial Group
122
Baird Financial Group
Wisconsin
$338M -$3.4M -6,221 -1%
TI
123
Truepoint Inc
Ohio
$337M -$2.24M -4,100 -0.7%
CWM
124
Cahaba Wealth Management
Georgia
$337M +$4.82M +8,803 +1%
GF
125
Genworth Financial
Virginia
$329M