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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 %
AF
401
Allworth Financial
California
$54.9M -$30.7M -64,351 -36%
Rafferty Asset Management
402
Rafferty Asset Management
New York
$54.9M +$12.2M +25,465 +28%
SAM
403
Standpoint Asset Management
Arizona
$54.6M +$1.19M +2,500 +2%
WCF
404
West Coast Financial
California
$54.6M +$6.09M +12,755 +13%
HWM
405
HighMark Wealth Management
Minnesota
$54.1M -$276K -579 -0.5%
GSAM
406
Grant Street Asset Management
Pennsylvania
$53.8M -$737K -1,544 -1%
FBB
407
Fulton Breakefield Broenniman
Maryland
$53.7M +$5.17M +10,819 +11%
HCC
408
Hirtle Callaghan & Co
Pennsylvania
$53.7M -$3.12M -6,535 -5%
BF
409
BOK Financial
Oklahoma
$53.6M +$570K +1,194 +1%
HWM
410
HB Wealth Management
Georgia
$53.5M +$30.3M +63,463 +131%
CI
411
Conning Inc
Connecticut
$53.5M -$4.29M -8,980 -7%
CPW
412
Crestmont Private Wealth
Texas
$53.1M +$3.14M +6,578 +6%
LPAM
413
Lodestar Private Asset Management
California
$51.9M +$1.64M +3,431 +3%
HA
414
Harfst & Associates
Wyoming
$51.8M -$367K -768 -0.7%
TCM
415
Towercrest Capital Management
Pennsylvania
$50.9M +$2.85M +5,975 +6%
OC
416
Oppenheimer & Co
New York
$50.8M -$680K -1,424 -1%
FPGK
417
Financial Partners Group (Kansas)
Kansas
$50.6M +$433K +906 +0.9%
CB
418
Community Bank
New York
$50.6M -$1.58M -3,304 -3%
MYIA
419
Mount Yale Investment Advisors
Colorado
$50.5M +$13.5M +28,181 +36%
AIP
420
Ameritas Investment Partners
Nebraska
$50.5M +$161K +338 +0.3%
PP
421
PDS Planning
Ohio
$50.2M +$1.15M +2,403 +2%
PIM
422
Parker Investment Management
California
$50.2M -$497K -1,058 -1%
SCA
423
Snowden Capital Advisors
New York
$50.1M +$4.03M +8,440 +9%
SFA
424
Sequoia Financial Advisors
Ohio
$50.1M +$10.3M +21,526 +26%
T
425
TNF
Montana
$50.1M +$4.56M +9,232 +10%