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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 %
CIM
351
CIM Investment Management
Pennsylvania
$64.4M +$2.35M +4,918 +4%
ANB
352
Amarillo National Bank
Texas
$64.1M -$12.4K -26 -0%
AFS
353
Amtrust Financial Services
New York
$63M
SXL
354
Summit X LLC
Missouri
$62.6M +$5.43M +11,367 +9%
CIBC World Market
355
CIBC World Market
Ontario, Canada
$62.4M +$7.43M +15,560 +14%
ANTB
356
AMG National Trust Bank
Colorado
$62.4M +$661K +1,383 +1%
RDFA
357
Ritter Daniher Financial Advisory
Ohio
$62.2M +$981K +2,053 +2%
HNB
358
Huntington National Bank
Ohio
$62M -$49.2M
DP
359
Divergent Planning
Maryland
$61.9M +$189K +398 +0.3%
PWM
360
Perigon Wealth Management
California
$61.8M +$8.02M +16,801 +15%
BFPW
361
BOK Financial Private Wealth
Colorado
$61.2M -$2.13M -4,451 -3%
RVPG
362
Relative Value Partners Group
$61.1M +$166K +347 +0.3%
Deutsche Bank
363
Deutsche Bank
Germany
$61.1M +$3.83M +8,023 +7%
SIRP
364
Shelter Insurance Retirement Plan
Missouri
$61M -$6.49M -13,578 -10%
WA
365
Wealth Architects
California
$60.8M -$718K -1,503 -1%
SL
366
SWMG LLC
Texas
$60.7M +$3.62M +7,584 +6%
SHIM
367
Stone House Investment Management
Pennsylvania
$60.2M +$14.4M +30,176 +31%
PS
368
Principal Securities
Iowa
$60M +$60M +125,530 New
LWM
369
Liberty Wealth Management
California
$59.9M +$5.75M +12,045 +11%
APCM
370
Alaska Permanent Capital Management
Alaska
$59.8M -$5.06M -10,594 -8%
SAM
371
Securian Asset Management
Minnesota
$59.8M
LWA
372
Lineweaver Wealth Advisors
Ohio
$59.5M +$2.07M +4,338 +4%
NEPPG
373
New England Professional Planning Group
Rhode Island
$59.5M -$1.4M -2,935 -2%
CWM
374
Cahill Wealth Management
Michigan
$59.3M +$632K +1,324 +1%
AI
375
Accredited Investors
Minnesota
$59.3M -$812K -1,700 -1%