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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 %
AA
151
Ashford Advisors
New York
$230M -$2.09M -3,981 -0.9%
CIBC Private Wealth Group
152
CIBC Private Wealth Group
Georgia
$227M +$537K +1,024 +0.2%
SC
153
Soundwatch Capital
Connecticut
$225M +$77.3M +147,106 +52%
Two Sigma Investments
154
Two Sigma Investments
New York
$225M -$52.6K -100 -0%
FFA
155
Fragasso Financial Advisors
Pennsylvania
$225M -$1.41M -2,673 -0.6%
Korea Investment Corp
156
Korea Investment Corp
South Korea
$225M
MYLI
157
Meiji Yasuda Life Insurance
Japan
$224M +$224M +426,196 New
JSW
158
Journey Strategic Wealth
New Jersey
$221M +$15.7M +29,949 +8%
PA
159
Planning Alternatives
Michigan
$219M -$3.38M -6,421 -2%
NAM
160
Nissay Asset Management
Japan
$218M
WT
161
Whittier Trust
California
$216M -$3.06M -5,815 -1%
AIIMS
162
Analyst IMS Investment Management Services
Israel
$213M +$2.82M +5,358 +1%
AC
163
AMS Capital
Brazil
$213M +$55.3M +113,433 +35%
BP
164
Ballentine Partners
Massachusetts
$211M +$170K +324 +0.1%
MB
165
Mizuho Bank
Japan
$210M +$36.8M +70,000 +21%
FWIA
166
Fort Washington Investment Advisors
Ohio
$209M +$21.6M +41,164 +12%
AIA
167
Ally Invest Advisors
North Carolina
$209M -$2.55M -4,841 -1%
Focus Partners Wealth
168
Focus Partners Wealth
Massachusetts
$206M +$153M +291,561 +291%
TIA
169
Traphagen Investment Advisors
New Jersey
$206M +$19.9M +37,784 +11%
MWA
170
Midland Wealth Advisors
Illinois
$204M +$5.68M +10,802 +3%
TFO
171
Tarbox Family Office
California
$203M +$6.07M +11,546 +3%
TLIC
172
Taiyo Life Insurance Company
Japan
$203M
NRI
173
NFP Retirement Inc
California
$202M +$199M +378,843 +6,576%
EIG
174
Ellenbecker Investment Group
Wisconsin
$200M +$2.03M +3,864 +1%
Capstone Investment Advisors
175
Capstone Investment Advisors
New York
$200M +$200M +380,001 New