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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 %
DWA
176
Divergent Wealth Advisors
Utah
$199M -$47.1M -89,537 -19%
FMII
177
Farmers & Merchants Investments Inc
Nebraska
$198M +$3.1M +5,892 +2%
Wellington Management Group
178
Wellington Management Group
Massachusetts
$195M -$3.53M -6,720 -2%
William Blair & Company
179
William Blair & Company
Illinois
$193M +$7.94M +15,098 +4%
IWC
180
Integrated Wealth Concepts
Massachusetts
$192M +$2.3M +4,377 +1%
OWM
181
Orgel Wealth Management
Wisconsin
$189M +$73.5M +139,866 +64%
NMIMC
182
Northwestern Mutual Investment Management Company
Wisconsin
$187M -$184M -350,400 -50%
CFG
183
Citizens Financial Group
Rhode Island
$187M -$66.8K -127 -0%
IMCOOI
184
Investment Management Corp of Ontario (IMCO)
Canada
$186M -$3.21M -6,100 -2%
AL
185
Aspiriant LLC
California
$186M +$107M +203,445 +135%
RWM
186
RKL Wealth Management
Pennsylvania
$186M +$12.7M +24,218 +7%
Mitsubishi UFJ Trust & Banking
187
Mitsubishi UFJ Trust & Banking
Japan
$185M +$8.78M +16,710 +5%
DLIC
188
Daido Life Insurance Company
Japan
$185M
WSTAM
189
Wilbanks Smith & Thomas Asset Management
Virginia
$184M -$4.28M -8,143 -2%
AI
190
Atria Investments
North Carolina
$184M -$30.4M -57,757 -14%
HW
191
Hancock Whitney
Mississippi
$183M -$236K -449 -0.1%
LW
192
Linscomb Wealth
Texas
$181M -$1.1M -2,097 -0.6%
FIB
193
First Interstate Bank
Montana
$181M -$2.41M -4,590 -1%
RWM
194
Ritholtz Wealth Management
New York
$178M +$1.85M +3,510 +1%
SPC
195
Sigma Planning Corp
Michigan
$178M +$98.9M +188,068 +125%
Lazard Asset Management
196
Lazard Asset Management
New York
$177M +$1.74M +3,315 +1%
SPIA
197
Steward Partners Investment Advisory
New York
$175M -$14.1M -26,910 -7%
VC
198
Vicus Capital
Pennsylvania
$174M +$2.97M +5,640 +2%
HTC
199
Haverford Trust Company
Pennsylvania
$173M -$74.5M -141,768 -30%
SCM
200
Steele Capital Management
Iowa
$172M +$10.9M +20,657 +7%