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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
276
SSI Investment Management
California
$88.2M -$3.93M -8,236 -4%
BWM
277
Baystate Wealth Management
Massachusetts
$87.7M +$934K +1,956 +1%
SCA
278
St. Clair Advisors
Ohio
$87.7M +$9.03M +18,910 +11%
GAM
279
Gotham Asset Management
New York
$87.6M
DADC
280
D.A. Davidson & Co
Montana
$86.8M -$2.66M -5,572 -3%
SAM
281
Satovsky Asset Management
New York
$85.8M -$2.58M -5,412 -3%
FFA
282
First Foundation Advisors
California
$85.5M +$24.3M +50,929 +40%
KA
283
Kovack Advisors
Florida
$84M +$7.06M +14,788 +9%
MFIM
284
Mesirow Financial Investment Management
Illinois
$83.5M +$83.5M +174,837 New
CCFCSB
285
Cape Cod Five Cents Savings Bank
Massachusetts
$83.4M -$102M -212,876 -55%
AC
286
Allstate Corporation
Illinois
$83.3M
VFA
287
Valeo Financial Advisors
Indiana
$83.1M +$3.43M +7,188 +4%
AA
288
ALPS Advisors
Colorado
$83M -$619K -1,295 -0.7%
MA
289
Montag & Associates
Georgia
$83M -$2.51M -5,245 -3%
EPA
290
Element Pointe Advisors
Florida
$82.1M -$1M -2,100 -1%
BTI
291
Blue Trust Inc
Georgia
$81.9M +$6.95M +16,193 +9%
MLIC
292
Mandatum Life Insurance Company
Finland
$81.8M +$2.08M +4,361 +3%
RIA
293
Regal Investment Advisors
Michigan
$81.2M +$629K +1,316 +0.8%
FCFC
294
First Commonwealth Financial Corp
Pennsylvania
$80.8M -$4.5M -9,423 -5%
HH
295
HWG Holdings
Texas
$80.4M -$16.6M -34,828 -17%
MCWS
296
McKinley Carter Wealth Services
West Virginia
$79.9M +$1.48M +3,108 +2%
FWCM
297
Ferguson Wellman Capital Management
Oregon
$79.8M +$2.31M +4,832 +3%
FMWA
298
Forvis Mazars Wealth Advisors
Missouri
$79.5M -$507K -1,062 -0.6%
HFS
299
Hantz Financial Services
Michigan
$78.9M -$3.37M -7,062 -4%
SWC
300
Spectrum Wealth Counsel
Indiana
$78.6M +$78.6M +164,652 New