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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 %
OFG
426
Oxford Financial Group
Indiana
$49.9M +$875K +1,833 +2%
CCWA
427
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$49.9M -$2.73M -5,725 -5%
Nuveen Asset Management
428
Nuveen Asset Management
Illinois
$49.9M +$48.5M +101,590 +3,628%
HCA
429
Heck Capital Advisors
Wisconsin
$49.6M +$8.31M +17,397 +20%
SHGA
430
Sand Hill Global Advisors
California
$49.3M +$4.71M +9,863 +11%
KPWS
431
Kestra Private Wealth Services
Texas
$49.2M +$13.1M +27,428 +36%
GRP
432
Global Retirement Partners
California
$48.9M +$14.3M +30,011 +41%
SMC
433
Smith, Moore & Co
Missouri
$48.8M +$4.19M +8,765 +9%
GS
434
GTS Securities
New York
$48.6M +$46.3M +97,027 +2,046%
CGA
435
Crescent Grove Advisors
Illinois
$48.2M +$982K +2,056 +2%
GLA
436
Great Lakes Advisors
Illinois
$48.1M +$10.8M +22,590 +29%
IF
437
Ironwood Financial
Arizona
$48.1M +$4.09M +8,559 +9%
CA
438
Centerpoint Advisors
Massachusetts
$48M +$791K +1,656 +2%
Focus Partners Wealth
439
Focus Partners Wealth
Massachusetts
$47.9M +$47.9M +100,274 New
HPM
440
Hoxton Planning & Management
West Virginia
$47.9M +$12.5M +26,214 +35%
DSA
441
Droms Strauss Advisors
Missouri
$47.7M -$1.97M -4,117 -4%
PSCM
442
Per Stirling Capital Management
Texas
$47.7M +$3.2M +6,705 +7%
DE
443
Day & Ennis
Georgia
$47.7M +$2.69M +5,630 +6%
CI
444
CX Institutional
Indiana
$47.6M -$1.31M -2,751 -3%
WDL
445
Well Done LLC
Michigan
$47.3M -$781K -1,636 -2%
CWP
446
Corepath Wealth Partners
Arizona
$47.2M -$267K -569 -0.6%
BAAM
447
Baker Avenue Asset Management
California
$47.1M +$4.47M +9,350 +10%
DAS
448
Dynamic Advisor Solutions
Arizona
$47.1M +$16.6M +35,403 +55%
MFA
449
Mayflower Financial Advisors
Massachusetts
$47M -$501K -1,250 -1%
HIG
450
Heritage Investment Group
Florida
$47M +$688K +1,440 +1%