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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 %
BCM
2801
Buckhead Capital Management
Georgia
$243K
TWM
2802
TMD Wealth Management
Arizona
$241K +$241K +505 New
HFM
2803
Hartford Funds Management
Pennsylvania
$241K +$241K +504 New
VAM
2804
Vienna Asset Management
California
$240K +$240K +506 New
SBIA
2805
Sheaff Brock Investment Advisors
Indiana
$240K +$240K +503 New
WW
2806
Westshore Wealth
California
$240K -$18.2K -38 -7%
JWBC
2807
John W. Brooker & Co
California
$240K
DDC
2808
DF Dent & Co
Maryland
$240K +$240K +503 New
SC
2809
Schulhoff & Co
Ohio
$240K
ONSWM
2810
Old North State Wealth Management
North Carolina
$239K +$239K +499 New
LB
2811
Legacy Bridge
Iowa
$239K
RFM
2812
Royal Fund Management
Florida
$238K -$12.9K -27 -5%
PCM
2813
Piedmont Capital Management
Montana
$238K -$2.39K -5 -1%
MAM
2814
MWA Asset Management
Massachusetts
$237K -$223K -467 -48%
CGF
2815
Constant Guidance Financial
Massachusetts
$237K +$237K +497 New
ZCM
2816
Ziegler Capital Management
Illinois
$237K
HFS
2817
Hoge Financial Services
Pennsylvania
$237K +$237K +496 New
HSG
2818
Helen Stephens Group
Texas
$236K +$236K +494 New
EB
2819
Exchange Bank
California
$235K -$478 -1 -0.2%
AIM
2820
Alhambra Investment Management
Florida
$234K -$8.12K -17 -3%
TAM
2821
Trillium Asset Management
Massachusetts
$234K +$234K +490 New
SGA
2822
Sustainable Growth Advisers
Connecticut
$234K +$234K +489 New
RCA
2823
Ranch Capital Advisors
Florida
$233K +$1.43K +3 +0.6%
OPOWM
2824
One Plus One Wealth Management
Florida
$232K
WF
2825
WoodTrust Financial
Wisconsin
$232K +$232K +485 New