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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 %
WA
326
Wilshire Advisors
California
$70.2M -$1.95M -4,091 -3%
CAM
327
Chandler Asset Management
California
$70.1M -$545K -1,142 -0.8%
NCM
328
Narwhal Capital Management
Georgia
$69.8M +$3.43M +7,185 +5%
TCM
329
Twele Capital Management
Minnesota
$69.6M -$2.44M -5,101 -3%
1WM
330
1900 Wealth Management
Texas
$69.5M -$7.41M -15,511 -10%
KWMG
331
King Wealth Management Group
Florida
$69.3M +$290K +607 +0.4%
SYBT
332
Stock Yards Bank & Trust
Kentucky
$69.2M +$3.39M +7,096 +5%
CC
333
Courier Capital
New York
$69.2M -$2.52M -5,276 -4%
ACM
334
Arcataur Capital Management
Wisconsin
$68.3M -$1.09M -2,282 -2%
AssetMark Inc
335
AssetMark Inc
California
$67.6M -$276M -577,192 -80%
ONB
336
Old National Bancorp
Indiana
$67M -$2M -4,183 -3%
CA
337
Crewe Advisors
Utah
$67M -$8.51M -17,817 -11%
CSWG
338
Cardinal Strategic Wealth Guidance
Kentucky
$66.8M +$4.62M +9,682 +7%
WA
339
Wealth Alliance
New York
$66.7M +$5.04M +10,548 +8%
SFS
340
Summit Financial Strategies
Ohio
$66.2M -$1.35M -2,830 -2%
KFS
341
Kelly Financial Services
Massachusetts
$65.6M +$7.06M +14,788 +12%
RhumbLine Advisers
342
RhumbLine Advisers
Massachusetts
$65.6M +$19.2M +40,140 +41%
KFSC
343
Keystone Financial Services (Colorado)
Colorado
$65.5M +$6.58M +13,780 +11%
PFG
344
PAX Financial Group
Texas
$65.5M +$1.61M +3,220 +3%
DWM
345
Destination Wealth Management
California
$64.9M -$391K -818 -0.6%
Mackenzie Financial
346
Mackenzie Financial
Ontario, Canada
$64.9M -$3.54M -7,405 -5%
MCM
347
MV Capital Management
Maryland
$64.8M +$1.11M +2,315 +2%
GWM
348
Geneos Wealth Management
Colorado
$64.5M -$33.8M -70,730 -34%
CWM
349
Curi Wealth Management
North Carolina
$64.5M +$1.75M +3,673 +3%
PRA
350
Pine Ridge Advisers
New York
$64.4M