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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 %
NSG
2951
Nalls Sherbakoff Group
Tennessee
$49.4K
RFS
2952
Richardson Financial Services
Massachusetts
$49.2K +$49.2K +103 New
PG
2953
Proffitt & Goodson
Tennessee
$48.2K -$1.91K -4 -4%
EA
2954
Evolution Advisers
Virginia
$48K +$48K +100 New
KC
2955
Knuff & Co
California
$47.8K
HIIFS
2956
Harel Insurance Investments & Financial Services
Israel
$46K
LWA
2957
Lowe Wealth Advisors
Maryland
$45.9K
BCPWM
2958
Bradley & Co Private Wealth Management
Florida
$45.4K
EWP
2959
Elevation Wealth Partners
California
$45.1K
HB
2960
Horizon Bancorp
Indiana
$45K
SFC
2961
SYM Financial Corp
Indiana
$44.9K -$241K -505 -84%
BLC
2962
Brown, Lisle/Cummings
Rhode Island
$44.9K
AIMA
2963
Ables Iannone Moore & Associates
Georgia
$43.9K +$43.9K +92 New
MAM
2964
Marquette Asset Management
Minnesota
$42.5K -$3.82K -8 -8%
TRCT
2965
Tower Research Capital (TRC)
New York
$36.8K -$2.09M -4,380 -98%
FMP
2966
Financial Management Professionals
Texas
$33K -$16K -34 -33%
PIA
2967
Powell Investment Advisors
Florida
$33K
DI
2968
DAGCO Inc
Ohio
$32K -$11.6M -24,326 -100%
DWS
2969
Dynamic Wealth Strategies
California
$32K +$32K +67 New
BFS
2970
Burkett Financial Services
South Carolina
$31K +$31K +65 New
DFC
2971
DB Fitzpatrick & Co
Idaho
$29.2K
EAM
2972
Eukles Asset Management
Ohio
$28.2K +$15.8K +33 +127%
KWAG
2973
Kiely Wealth Advisory Group
North Carolina
$27.5K +$27.5K +56 New
SN
2974
Sittner & Nelson
Oregon
$26.3K +$26.3K +55 New
PK
2975
Pflug Koory
Nebraska
$25.3K