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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 %
DBRC
2826
D.B. Root & Company
Pennsylvania
$231K -$1.43K -3 -0.6%
CWM
2827
CarsonAllaria Wealth Management
Illinois
$231K -$178K -373 -44%
GF
2828
Goodman Financial
Texas
$231K
SFG
2829
SevenBridge Financial Group
Pennsylvania
$231K +$231K +483 New
FFIC
2830
First Fiduciary Investment Counsel
Ohio
$230K -$5.25K -11 -2%
KCM
2831
Kathmere Capital Management
Pennsylvania
$230K
IGGA
2832
Iron Gate Global Advisors
Utah
$229K +$229K +480 New
UAS
2833
United Asset Strategies
New York
$227K +$227K +476 New
SGC
2834
Slocum, Gordon & Co
Rhode Island
$226K
FPIS
2835
Financial Planning & Information Services
Wisconsin
$226K
OC
2836
Opinicus Capital
Florida
$225K +$225K +471 New
PFA
2837
Petra Financial Advisors
Colorado
$224K
RRWA
2838
Rainey & Randall Wealth Advisors
Florida
$224K +$224K +469 New
VCM
2839
Verde Capital Management
Michigan
$224K -$16.2K -34 -7%
HP
2840
HT Partners
Connecticut
$224K
LEFP
2841
Leading Edge Financial Planning
Tennessee
$223K +$223K +467 New
MCM
2842
McDonough Capital Management
Florida
$222K +$222K +465 New
MSFP
2843
Mark Sheptoff Financial Planning
Connecticut
$222K +$4.78K +10 +2%
FWSM
2844
First Wilshire Securities Management
California
$222K -$21.1K -44 -9%
MHR
2845
Matthew Hamilton Rosenberg
$221K
MWP
2846
Meredith Wealth Planning
Illinois
$221K +$221K +463 New
SDH
2847
Sloy Dahl & Holst
Washington
$221K +$221K +462 New
CICI
2848
Capital Investment Counsel Inc
North Carolina
$220K +$46.3K +97 +27%
AMR
2849
Asset Management Resources
Massachusetts
$220K +$220K +460 New
PAA
2850
Peregrine Asset Advisers
Oregon
$219K +$219K +458 New