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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 %
AG
2726
Advocate Group
Minnesota
$287K
CG
2727
CFO4Life Group
Texas
$287K +$11K +23 +4%
AIC
2728
Argus Investors Counsel
New York
$286K -$35.3K -74 -11%
RSS
2729
Rosenblum Silverman Sutton
California
$286K
AP
2730
Americana Partners
Texas
$284K -$3.82K -8 -1%
MCB
2731
Morton Community Bank
Illinois
$283K +$283K +592 New
T
2732
TCWP
Ohio
$282K -$368K -770 -57%
WN
2733
Williams & Novak
California
$282K +$282K +590 New
HBT
2734
Hills Bank & Trust
Iowa
$281K -$66.4K -139 -19%
EE
2735
EWG Elevate
California
$280K -$4.78K -10 -2%
NC
2736
NBW Capital
Massachusetts
$280K -$24.8K -52 -8%
HCM
2737
Highlander Capital Management
New Jersey
$279K +$267K +560 +2,240%
LIM
2738
Letson Investment Management
Georgia
$278K +$278K +583 New
CFGA
2739
Cambridge Financial Group (Arizona)
Arizona
$278K +$278K +583 New
DBIA
2740
Dumont & Blake Investment Advisors
New Jersey
$278K
GSC
2741
G&S Capital
Colorado
$277K -$66.3K -139 -19%
SWM
2742
SFG Wealth Management
Maryland
$276K -$104K -217 -27%
AWP
2743
Abacus Wealth Partners
California
$276K -$280K -586 -50%
FA
2744
Financial Alternatives
California
$276K -$2.39K -5 -0.9%
TA
2745
TFG Advisers
Michigan
$275K +$8.12K +17 +3%
OFG
2746
Orcam Financial Group
California
$275K
FCM
2747
Fogel Capital Management
Florida
$274K +$274K +547 New
QIM
2748
Quest Investment Management
Oregon
$274K
WIM
2749
Westside Investment Management
California
$274K
LCM
2750
LVM Capital Management
Michigan
$273K -$23.9K -50 -8%