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iShares Core S&P 500 ETF

3,565 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, 1,388 increasing their positions, 1,231 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,565
Holders Change
+384
Holders Change %
+12.07%
% of All Funds
47.47%
Holding in Top 10
1,162
Holding in Top 10 Change
+140
Holding in Top 10 Change %
+13.7%
% of All Funds
15.47%
New
529
Increased
1,388
Reduced
1,231
Closed
81
Calls
$1.12B
Puts
$1.64B
Net Calls
-$518M
Net Calls Change
-$535M
Name Holding Trade Value Shares
Change
Shares
Change %
Rockefeller Capital Management
126
Rockefeller Capital Management
New York
$435M +$12.1M +20,615 +3%
SGI
127
Swan Global Investments
Colorado
$419M +$1.24M +2,104 +0.3%
TI
128
Tidal Investments
Wisconsin
$404M +$48.7M +82,765 +14%
PA
129
Parallel Advisors
California
$402M +$15.4M +26,132 +4%
CWM
130
Circle Wealth Management
New Jersey
$402M +$16.2M +27,586 +4%
KAS
131
Kestra Advisory Services
Texas
$399M +$39.7M +67,516 +11%
Allspring Global Investments
132
Allspring Global Investments
North Carolina
$397M +$6.93M +11,795 +2%
CFG
133
CKW Financial Group
Hawaii
$397M -$6.7M -11,380 -2%
NAM
134
Nissay Asset Management
Japan
$389M
SIC
135
Sigma Investment Counselors
Michigan
$388M +$2.76M +4,683 +0.7%
RIG
136
RiverFront Investment Group
Virginia
$385M +$8.95M +15,210 +2%
Manulife (Manufacturers Life Insurance)
137
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$380M +$86.2M +146,427 +29%
CM
138
Crestline Management
Texas
$377M +$377M +640,000 New
EP
139
Essential Planning
New Hampshire
$376M +$370M +624,731 +6,152%
Focus Partners Wealth
140
Focus Partners Wealth
Massachusetts
$376M +$168M +285,593 +81%
EW
141
Evoke Wealth
California
$367M -$5.57M -9,469 -1%
CWM
142
Cahaba Wealth Management
Georgia
$366M +$1.52M +2,578 +0.4%
MMI
143
Matson Money Inc
Ohio
$365M
TI
144
Truepoint Inc
Ohio
$358M -$367K -623 -0.1%
FCH
145
Freestone Capital Holdings
Washington
$356M +$7.91M +13,431 +2%
QWP
146
Quotient Wealth Partners
Texas
$355M +$3.99M +6,773 +1%
GF
147
Genworth Financial
Virginia
$354M
HWA
148
Heritage Wealth Advisors
Virginia
$354M -$20.8M -35,399 -6%
Mercer Global Advisors
149
Mercer Global Advisors
Colorado
$352M -$17.4M -29,587 -5%
EH
150
Equitable Holdings
New York
$345M +$4.05M +6,878 +1%