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iShares Core S&P 500 ETF

3,181 hedge funds and large institutions have $394B invested in iShares Core S&P 500 ETF in 2024 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,365 increasing their positions, 1,206 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,181
Holders Change
+86
Holders Change %
+2.78%
% of All Funds
46.01%
Holding in Top 10
1,022
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+2.1%
% of All Funds
14.78%
New
177
Increased
1,365
Reduced
1,206
Closed
58
Calls
$826M
Puts
$810M
Net Calls
+$16.3M
Net Calls Change
+$145M
Name Holding Trade Value Shares
Change
Shares
Change %
KAS
126
Kestra Advisory Services
Texas
$352M -$26.3M -45,511 -7%
TI
127
Truepoint Inc
Ohio
$351M -$3.54M -6,136 -1%
TI
128
Tidal Investments
Wisconsin
$348M +$58.5M +101,431 +20%
GF
129
Genworth Financial
Virginia
$347M
QWP
130
Quotient Wealth Partners
Texas
$344M +$8.46M +14,662 +3%
FCH
131
Freestone Capital Holdings
Washington
$341M +$22.7M +39,386 +7%
EH
132
Equitable Holdings
New York
$334M +$4.42M +7,671 +1%
Teacher Retirement System of Texas
133
Teacher Retirement System of Texas
Texas
$327M -$44.2M -76,617 -12%
SA
134
Sanctuary Advisors
Indiana
$325M -$45.9M -76,617 -12%
UB
135
UMB Bank
Missouri
$320M -$609K -1,056 -0.2%
SLI
136
Sumitomo Life Insurance
Japan
$320M
AC
137
AMS Capital
Brazil
$315M +$62.8M +108,944 +25%
MSDF
138
Michael & Susan Dell Foundation
New York
$313M +$313M +542,104 New
State Street
139
State Street
Massachusetts
$304M +$1.43M +2,475 +0.5%
SLF
140
Sun Life Financial
Ontario, Canada
$304M -$4.03M -6,986 -1%
AWE
141
Avidian Wealth Enterprises
Texas
$302M +$8.98M +15,561 +3%
KA
142
Klingman & Associates
New York
$301M +$5.51M +9,557 +2%
COCM
143
Charter Oak Capital Management
New Hampshire
$299M +$8.04M +13,946 +3%
NFA
144
Nationwide Fund Advisors
Ohio
$293M +$293M +508,327 New
JC
145
JB Capital
Connecticut
$291M -$20.6M -35,749 -7%
HHGA
146
Halbert Hargrove Global Advisors
California
$291M -$990K -1,717 -0.3%
LWMT
147
Legacy Wealth Management (Tennessee)
Tennessee
$291M +$4.97M +8,624 +2%
Manulife (Manufacturers Life Insurance)
148
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$288M -$79.5M -137,860 -22%
GFG
149
GR Financial Group
Arizona
$285M +$285M +493,804 New
CIBC Private Wealth Group
150
CIBC Private Wealth Group
Georgia
$279M +$30.5M +52,910 +12%