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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 %
C
2976
Covestor
United Kingdom
$25K +$3.37K +7 +16%
SCA
2977
Stuart Chaussee & Associates
California
$23.4K +$23.4K +49 New
LFA
2978
Level Financial Advisors
New York
$20.1K
PWMG
2979
Private Wealth Management Group
New Jersey
$19.1K +$19.1K +40 New
CNBTD
2980
Citizens National Bank Trust Department
Mississippi
$19.1K
TVWM
2981
Tower View Wealth Management
Wisconsin
$19K +$475 +1 +3%
WAM
2982
WFA Asset Management
Wisconsin
$18K +$10.9K +23 +153%
PCFFS
2983
Pacific Center for Financial Services
California
$15.3K
CWM
2984
Cedar Wealth Management
California
$15.3K -$55.9K -117 -79%
S
2985
Syntrinsic
Colorado
$14.8K
FCMT
2986
Founders Capital Management (Texas)
Texas
$13.9K
AF
2987
Arrow Financial
New York
$11.9K
W
2988
WealthCollab
Washington
$11.5K +$11.5K +24 New
PIS
2989
POM Investment Strategies
North Carolina
$11K +$11K +23 New
GI
2990
GS Investments
Minnesota
$10.2K +$5.81K +12 +133%
WI
2991
WealthNavi Inc
Japan
$9K +$9K +19 New
DF
2992
Dunhill Financial
United Kingdom
$7.79K +$7.79K +16 New
WAS
2993
Winch Advisory Services
Wisconsin
$7.19K +$7.19K +15 New
WPWM
2994
Western Pacific Wealth Management
Illinois
$6.26K
GCM
2995
Gables Capital Management
Florida
$5.73K -$3.82K -8 -40%
MCA
2996
Maryland Capital Advisors
Maryland
$5.25K
B
2997
Birchbrook
Maine
$3.82K +$3.82K +8 New
MTIC
2998
Missouri Trust & Investment Company
Missouri
$3.82K -$4.3K -9 -53%
AWA
2999
Alaska Wealth Advisors
Alaska
$2.39K
RS
3000
Rakuten Securities
Japan
$1.91K +$1.91K +4 New