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iShares Core S&P 500 ETF

3,000 hedge funds and large institutions have $295B invested in iShares Core S&P 500 ETF in 2023 Q4 according to their latest regulatory filings, with 373 funds opening new positions, 1,261 increasing their positions, 1,038 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,000
Holders Change
+270
Holders Change %
+9.89%
% of All Funds
43.98%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
373
Increased
1,261
Reduced
1,038
Closed
61
Calls
$499M
Puts
$484M
Net Calls
+$14.6M
Net Calls Change
-$194M
Name Holding Trade Value Shares
Change
Shares
Change %
CB
226
Commerce Bank
Missouri
$109M +$1.09M +2,285 +1%
KIM
227
Karpus Investment Management
New York
$109M -$19.4M -40,609 -15%
PFM
228
Phillips Financial Management
Indiana
$109M +$1.17M +2,441 +1%
RSWM
229
Robertson Stephens Wealth Management
California
$109M -$5.97M -12,490 -5%
UWPG
230
Ullmann Wealth Partners Group
Florida
$109M +$2.1M +4,388 +2%
FFN
231
Focus Financial Network
Minnesota
$108M +$37M +77,495 +52%
MA
232
Mutual Advisors
Nebraska
$108M +$8.14M +17,034 +8%
PP
233
Pegasus Partners
Wisconsin
$107M -$3.95M -8,270 -4%
LGWM
234
Litman Gregory Wealth Management
California
$107M -$1.38M -2,881 -1%
Jones Financial Companies
235
Jones Financial Companies
Missouri
$106M +$2.68M +5,617 +3%
GW
236
GW & Wade
Massachusetts
$105M +$9.28M +19,429 +10%
OWM
237
Orgel Wealth Management
Wisconsin
$105M +$11.1M +23,333 +12%
HFA
238
High Falls Advisors
New York
$105M +$11M +23,072 +12%
FHA
239
First Horizon Advisors
Tennessee
$104M +$7.94M +16,624 +8%
SSB
240
Sandy Spring Bank
Maryland
$104M -$1.59M -3,338 -2%
Kayne Anderson Rudnick Investment Management
241
Kayne Anderson Rudnick Investment Management
California
$104M +$11.3M +23,708 +12%
LF
242
Lee Financial
Texas
$104M +$3.69M +7,725 +4%
DC
243
Deere & Company
Illinois
$102M +$2.08M +4,347 +2%
RIS
244
Retirement Income Solutions
Michigan
$102M +$2.7M +5,647 +3%
BSW
245
Buckingham Strategic Wealth
Missouri
$101M +$35.6M +74,570 +54%
SW
246
SVB Wealth
Massachusetts
$101M -$68.5M -143,334 -40%
Chevy Chase Trust
247
Chevy Chase Trust
Maryland
$101M -$18.9M -39,626 -16%
SWP
248
Stratos Wealth Partners
Ohio
$100M +$4.58M +9,592 +5%
AWC
249
Abundance Wealth Counselors
Pennsylvania
$99.9M -$1.51M -3,159 -1%
SPP
250
Single Point Partners
Massachusetts
$99.5M -$7.4M -16,195 -7%