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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 %
BL
301
Balentine LLC
Georgia
$78.5M -$2.08M -4,360 -3%
UW
302
Unique Wealth
Florida
$78.3M +$12.3M +25,827 +19%
GT
303
Glenmede Trust
Pennsylvania
$78M +$3.54M +7,405 +5%
BMCM
304
Bryn Mawr Capital Management
Pennsylvania
$77.9M -$1.32M -2,756 -2%
SWM
305
SigFig Wealth Management
California
$77.5M -$13.2M -27,678 -15%
VFIC
306
Valley Forge Investment Consultants
Pennsylvania
$77.3M +$2.49M +5,208 +3%
AT
307
Arvest Trust
Oklahoma
$76.7M -$1.82M -3,807 -2%
CS
308
Cisco Systems
California
$76.4M
LBC
309
Lowe Brockenbrough & Co
Virginia
$76M +$28.6M +59,902 +60%
BWP
310
BSW Wealth Partners
Colorado
$75.5M +$1.6M +3,342 +2%
MHS
311
M Holdings Securities
Oregon
$73.9M +$2.06M +4,310 +3%
WAG
312
Winthrop Advisory Group
Massachusetts
$72.5M +$3.45M +7,215 +5%
WTC
313
WhitTier Trust Company
Nevada
$72.2M -$1.55M -3,253 -2%
AL
314
Aspiriant LLC
California
$71.9M +$7.25M +15,179 +11%
SPC
315
Sigma Planning Corp
Michigan
$71.7M -$82.9M -173,554 -54%
SAF
316
Smith Anglin Financial
Texas
$71.7M +$587K +1,230 +0.8%
IAN
317
Integrated Advisors Network
Texas
$71.6M +$2.23M +4,663 +3%
CFO
318
Callan Family Office
Pennsylvania
$71.5M -$8.5M -17,795 -11%
Sumitomo Mitsui Trust Group
319
Sumitomo Mitsui Trust Group
Japan
$71.4M -$77.3M -161,867 -52%
IC
320
Iconiq Capital
California
$71.3M -$117M -24,419 -62%
RFA
321
RTD Financial Advisors
Pennsylvania
$71.2M -$1.3M -2,712 -2%
II
322
Ironclad Investments
Florida
$71.1M +$71.1M +148,775 New
PWA
323
Physician Wealth Advisors
Utah
$70.4M -$688K -1,417 -1%
TIM
324
Tortoise Investment Management
New York
$70.3M -$799K -1,672 -1%
GL
325
Graypoint LLC
New York
$70.3M +$11.4M +23,790 +19%