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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
2901
Blume Capital Management
California
$143K -$71.6K -150 -33%
RCM
2902
Richardson Capital Management
Wisconsin
$143K +$143K +300 New
TSW
2903
Thompson Siegel & Walmsley
Virginia
$143K
BWM
2904
BKM Wealth Management
Wisconsin
$142K +$142K +298 New
DWA
2905
Delos Wealth Advisors
Texas
$139K
MIM
2906
MTM Investment Management
South Carolina
$138K
RF
2907
Robbins Farley
New Hampshire
$134K
GTAM
2908
Global Trust Asset Management
Florida
$134K +$1.91K +4 +1%
PCTC
2909
Perkins Coie Trust Company
Washington
$130K
PAIM
2910
Punch & Associates Investment Management
Minnesota
$130K -$2.39K -5 -2%
KA
2911
Kozak & Associates
Colorado
$128K +$128K +269 New
PWM
2912
Provident Wealth Management
Tennessee
$126K -$13.9K -29 -10%
MBFW
2913
Morton Brown Family Wealth
Pennsylvania
$124K +$31K +65 +34%
HBW
2914
Hazlett, Burt & Watson
West Virginia
$123K -$15.1K -32 -11%
LFASL
2915
Lugano Financial Advisors SA (LFA)
Switzerland
$123K
WWM
2916
Wolff Wiese Magana
California
$120K
DFA
2917
DHJJ Financial Advisors
Illinois
$120K
MCM
2918
Mill Capital Management
North Carolina
$119K
SA
2919
Scarborough Advisors
Maryland
$118K +$118K +246 New
MM
2920
Main Management
California
$112K -$99.6K -209 -47%
BIA
2921
Bell Investment Advisors
California
$111K -$11.5K -24 -9%
DF
2922
DecisionPoint Financial
Arizona
$107K
Russell Investments Group
2923
Russell Investments Group
United Kingdom
$103K +$21.5K +45 +26%
WCM Investment Management
2924
WCM Investment Management
California
$103K +$103K +214 New
FFL
2925
Financial Freedom LLC
Ohio
$102K +$478 +1 +0.5%