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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 %
HTC
176
Haverford Trust Company
Pennsylvania
$276M +$71.4M +121,281 +35%
State Street
177
State Street
Massachusetts
$276M -$34.6M -58,797 -11%
AIA
178
Ally Invest Advisors
North Carolina
$275M +$5.08M +8,637 +2%
FFA
179
Fragasso Financial Advisors
Pennsylvania
$269M +$23.4M +39,826 +10%
OWM
180
Orgel Wealth Management
Wisconsin
$268M +$17.1M +29,085 +7%
BCL
181
Bracebridge Capital LLC
Massachusetts
$265M +$265M +449,850 New
CA
182
Clearstead Advisors
Ohio
$261M -$255K -434 -0.1%
LIA
183
LBMC Investment Advisors
Tennessee
$261M -$2.43M -4,126 -0.9%
AWS
184
Atria Wealth Solutions
New York
$258M -$18.3M -31,110 -7%
Lido Advisors
185
Lido Advisors
California
$256M +$140M +238,504 +121%
FWIA
186
Fort Washington Investment Advisors
Ohio
$256M +$13.9M +23,648 +6%
CFG
187
Citizens Financial Group
Rhode Island
$254M +$2.75M +4,669 +1%
UOTTAIMCU
188
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$253M +$244M +414,054 +2,636%
AA
189
Ashford Advisors
New York
$252M -$3.52M -5,974 -1%
HCC
190
Hirtle Callaghan & Co
Pennsylvania
$245M -$20.2M -34,283 -8%
Ohio Public Employees Retirement System (OPERS)
191
Ohio Public Employees Retirement System (OPERS)
Ohio
$243M +$243M +413,175 New
William Blair & Company
192
William Blair & Company
Illinois
$242M +$10M +16,990 +4%
PA
193
Planning Alternatives
Michigan
$240M -$1.96M -3,331 -0.8%
FTWA
194
Fifth Third Wealth Advisors
Ohio
$240M +$29.7M +50,531 +14%
TIA
195
Traphagen Investment Advisors
New Jersey
$240M +$3.23M +5,486 +1%
NB
196
Norinchukin Bank
Japan
$239M +$79.6M +135,190 +50%
HW
197
Hancock Whitney
Mississippi
$239M +$14.1M +23,901 +6%
WT
198
Whittier Trust
California
$234M -$1.43M -2,421 -0.6%
P
199
&Partners
Tennessee
$231M +$68.7M +114,828 +42%
TLIC
200
Taiyo Life Insurance Company
Japan
$227M