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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 %
SIM
2876
Strategic Investment Management
Virginia
$201K
MWM
2877
Moulton Wealth Management
Washington
$201K +$201K +421 New
AWM
2878
AllSquare Wealth Management
New York
$199K -$143K -300 -42%
VNIM
2879
Vaughan Nelson Investment Management
Texas
$198K
AIM
2880
Anchor Investment Management
South Carolina
$196K -$7.16K -15 -4%
DCM
2881
Davidson Capital Management
Texas
$190K +$190K +398 New
GWM
2882
Grand Wealth Management
Michigan
$185K
HCM
2883
Hillman Capital Management
Maryland
$185K -$5.25K -11 -3%
BGA
2884
Battery Global Advisors
Massachusetts
$178K +$178K +372 New
DAC
2885
Dividend Assets Capital
South Carolina
$171K
SFA
2886
Semmax Financial Advisors
North Carolina
$170K +$22.9K +46 +16%
AWM
2887
Aspire Wealth Management
Massachusetts
$170K
CAM
2888
Clarity Asset Management
Iowa
$167K +$167K +350 New
SPIS
2889
Steward Partners Investment Solutions
Oregon
$165K +$165K +346 New
RAM
2890
Riggs Asset Management
Pennsylvania
$163K -$16.7K -35 -9%
IF
2891
Integrity Financial
Wyoming
$162K
VWA
2892
Valued Wealth Advisors
Utah
$161K +$161K +376 New
FCG
2893
Financial Connections Group
California
$158K +$158K +331 New
GWSA
2894
Global Wealth Strategies & Associates
Colorado
$158K
RPCA
2895
Running Point Capital Advisors
California
$154K
BCP
2896
Blue Chip Partners
Michigan
$153K -$101K -211 -40%
PCWA
2897
Pacific Capital Wealth Advisors
California
$149K +$149K +311 New
CQS
2898
Credential Qtrade Securities
$148K
EPW
2899
Evergreen Private Wealth
Colorado
$144K +$144K +301 New
GWANC
2900
Guardian Wealth Advisors (North Carolina)
North Carolina
$144K -$22.4K -47 -14%