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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 %
Victory Capital Management
251
Victory Capital Management
Texas
$98.6M -$9.28M -19,436 -9%
FNBT
252
FineMark National Bank & Trust
Florida
$98.5M +$6.87M +14,374 +7%
PP
253
Prudential plc
United Kingdom
$98.5M +$2.9M +6,064 +3%
CAL
254
Capital Analysts LLC
Pennsylvania
$98M -$825K -1,728 -0.8%
SW
255
SteelPeak Wealth
California
$95.8M +$12.4M +25,969 +15%
HS
256
Horan Securities
United States
$94.6M -$6.29M -13,170 -6%
RWM
257
Rezny Wealth Management
Florida
$94.5M +$12.4M +26,001 +15%
Lido Advisors
258
Lido Advisors
California
$94M +$21.6M +45,131 +30%
FSWA
259
Financial Synergies Wealth Advisors
Texas
$93.8M +$969K +2,521 +1%
Creative Planning
260
Creative Planning
Kansas
$93.8M +$681K +146,157 +0.7%
QCG
261
Quadrant Capital Group
Ohio
$93.4M +$1.08M +2,252 +1%
Daiwa Securities Group
262
Daiwa Securities Group
Japan
$93.2M +$28.3M +55,309 +44%
CW
263
Connectus Wealth
Ohio
$92.9M -$6.65M -13,977 -7%
GIM
264
Goelzer Investment Management
Indiana
$92.5M +$5.46M +11,436 +6%
BBVA
265
Banco Bilbao Vizcaya Argentaria
Spain
$91.5M +$8.05M +16,844 +10%
FFA
266
Farther Finance Advisors
California
$91.4M +$33.8M +70,846 +59%
RWP
267
RWA Wealth Partners
Massachusetts
$91.1M +$28.9M +60,405 +46%
BBA
268
BLB&B Advisors
Pennsylvania
$91M +$13.7M +28,619 +18%
DWM
269
Dechtman Wealth Management
Colorado
$90.7M +$982K +2,055 +1%
CWA
270
Core Wealth Advisors
Florida
$90.6M +$299K +625 +0.3%
FDCDDQ
271
Federation des caisses Desjardins du Quebec
Quebec, Canada
$90.1M -$2.69M -5,627 -3%
TWG
272
The Wealth Group
Minnesota
$90.1M +$90.1M +181,480 New
MFG
273
Merit Financial Group
Georgia
$89.8M +$10.8M +22,585 +14%
HSBC Holdings
274
HSBC Holdings
United Kingdom
$89.1M -$1.87M -3,924 -2%
CA
275
Cambridge Associates
Massachusetts
$88.2M +$4.48M +9,375 +5%