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iShares Core S&P 500 ETF

3,001 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 374 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
3,001
Holders Change
+271
Holders Change %
+9.93%
% of All Funds
43.99%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
374
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 %
SOAG
2476
Silver Oak Advisory Group
Oregon
$501K -$5.73K -12 -1%
CPC
2477
Consolidated Planning Corp
Georgia
$498K -$28.7K -60 -5%
SMA
2478
Seven Mile Advisory
New Jersey
$497K
MIM
2479
Marco Investment Management
Georgia
$495K +$495K +1,037 New
DAM
2480
Delta Asset Management
Tennessee
$494K -$23.9K -50 -5%
SDWIA
2481
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$492K +$15.8K +33 +3%
ETIA
2482
Epic Trust Investment Advisors
Washington
$491K -$33K -69 -6%
UBV
2483
United Bank (Virginia)
Virginia
$490K
MLL
2484
Moody Lynn & Lieberson
Massachusetts
$489K
DCM
2485
Donaldson Capital Management
Indiana
$488K -$22K -46 -4%
GDP
2486
Great Diamond Partners
Maine
$486K
MPCG
2487
Matrix Private Capital Group
New York
$483K -$3.77M -7,893 -89%
Members Trust
2488
Members Trust
Florida
$483K -$62.7K -131 -11%
CSB
2489
City State Bank
Iowa
$483K
LWM
2490
LongView Wealth Management
Georgia
$482K +$482K +1,013 New
HAIM
2491
Hunter Associates Investment Management
Pennsylvania
$482K
KV
2492
Kickstand Ventures
New York
$480K +$87.9K +184 +22%
BCMO
2493
Buckingham Capital Management (Ohio)
Ohio
$479K -$65K -136 -12%
RCM
2494
Radnor Capital Management
Pennsylvania
$479K +$254K +532 +113%
EB
2495
Eastern Bank
Massachusetts
$478K -$10.5K -22 -2%
KFS
2496
Kaizen Financial Strategies
California
$476K -$29.1K -61 -6%
FNBSF
2497
First National Bank Sioux Falls
South Dakota
$475K
MI
2498
Motiv8 Investments
Florida
$474K +$474K +993 New
GG
2499
Gleason Group
Kentucky
$474K +$3.34K +7 +0.7%
CRWM
2500
Castle Rock Wealth Management
California
$473K