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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 %
RWA
3026
Roberts Wealth Advisors
California
-$917K -2,094 Closed
CHP
3027
Cable Hill Partners
Oregon
-$897K -2,089 Closed
Parallax Volatility Advisers
3028
Parallax Volatility Advisers
California
-$878K -2,044 Closed
3LCM
3029
3D/L Capital Management
Connecticut
-$787K -1,832 Closed
HCM
3030
Hollencrest Capital Management
California
-$709K -1,650 Closed
EP
3031
Eudaimonia Partners
Tennessee
-$610K -1,422 Closed
YIH
3032
Y-Intercept (HK)
Hong Kong
-$524K -1,221 Closed
KAS
3033
KPP Advisory Services
Kentucky
-$481K -1,121 Closed
LWM
3034
Laidlaw Wealth Management
New York
-$460K -1,072 Closed
CG
3035
Cutler Group
California
-$433K -1,009 Closed
HIMCH
3036
Hartford Investment Management Co (HIMCO)
Connecticut
-$380K -886 Closed
AA
3037
Aire Advisors
California
-$349K -813 Closed
ISWM
3038
Independent Solutions Wealth Management
New York
-$345K -804 Closed
RA
3039
Rockingstone Advisors
Massachusetts
-$327K -761 Closed
WWP
3040
Waypoint Wealth Partners
California
-$322K -749 Closed
DA
3041
Dover Advisors
Virginia
-$321K -744 Closed
GCP
3042
GSA Capital Partners
United Kingdom
-$304K -708 Closed
CFGSD
3043
Compass Financial Group (South Dakota)
South Dakota
-$292K -680 Closed
W
3044
WPWealth
Texas
-$292K -680 Closed
SEM
3045
Suncoast Equity Management
Florida
-$292K -679 Closed
EF
3046
Empirical Finance
Pennsylvania
-$274K -638 Closed
SW
3047
Solidarity Wealth
Utah
-$272K -631 Closed
IWA
3048
IVC Wealth Advisors
Pennsylvania
-$250K -582 Closed
DJFS
3049
Dean Jacobson Financial Services
Texas
-$241K -562 Closed
Legacy Financial Group (Iowa)
3050
Legacy Financial Group (Iowa)
Iowa
-$233K -543 Closed