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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 %
PEA
2601
Park Edge Advisors
Ohio
$384K -$5.73K -12 -1%
CAM
2602
Columbia Asset Management
Michigan
$384K
SW
2603
SMART Wealth
Nebraska
$382K +$144K +301 +60%
PIP
2604
Peachtree Investment Partners
Florida
$382K +$141K +295 +58%
FF
2605
Farrell Financial
New York
$381K +$381K +886 New
CAP
2606
Columbia Advisory Partners
Washington
$381K -$1.43K -3 -0.4%
ECM
2607
Elgethun Capital Management
South Dakota
$381K -$79.7K -167 -17%
IC
2608
Inscription Capital
Texas
$378K +$378K +792 New
SIAG
2609
Safeguard Investment Advisory Group
California
$378K -$86.8K -182 -19%
TPW
2610
TL Private Wealth
Texas
$377K +$477 +1 +0.1%
PW
2611
Peninsula Wealth
California
$375K +$1.43K +3 +0.4%
DCM
2612
Davis Capital Management
Florida
$375K +$375K +786 New
VDI
2613
Vaughan David Investments
Illinois
$375K -$139K -292 -27%
SFG
2614
Sterling Financial Group
California
$375K
GWAG
2615
Garrett Wealth Advisory Group
Texas
$374K -$4.78K -10 -1%
ESBC
2616
E.S. Barr & Co
Kentucky
$373K
EBSAM
2617
Eubel Brady & Suttman Asset Management
Ohio
$373K -$669K -1,401 -64%
HTIM
2618
Harbour Trust & Investment Management
Indiana
$372K +$372K +779 New
MCP
2619
Mirador Capital Partners
California
$372K -$473K -989 -56%
W
2620
WorthPointe
California
$371K +$41.6K +87 +13%
SWM
2621
Silverlake Wealth Management
Vermont
$370K +$74.6K +156 +25%
CIM
2622
Confluence Investment Management
Missouri
$369K +$369K +773 New
BIA
2623
Barry Investment Advisors
Massachusetts
$368K +$3.35K +7 +0.9%
FA
2624
Fagan Associates
New York
$366K
LDB
2625
Lee, Danner & Bass
Tennessee
$366K -$28.6K -60 -7%