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iShares Core S&P 500 ETF

3,001 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 374 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
3,001
Holders Change
+271
Holders Change %
+9.93%
% of All Funds
43.99%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
374
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 %
MWM
501
MBE Wealth Management
Wisconsin
$39.3M -$2.48M -5,197 -6%
TA
502
Tectonic Advisors
Texas
$39.2M -$16.7K -35 -0%
AAG
503
Armstrong Advisory Group
Massachusetts
$38.9M +$1.47M +3,088 +4%
SC
504
Syon Capital
California
$38.7M +$23.1M +48,369 +148%
MSA
505
Marino Stram & Associates
Massachusetts
$38.7M +$666K +1,395 +2%
EWA
506
EP Wealth Advisors
California
$38.5M +$260K +544 +0.7%
RA
507
RFG Advisory
Alabama
$38.5M +$1.33M +2,782 +4%
CWM
508
Cornerstone Wealth Management
Missouri
$38.2M -$1.01M -2,112 -3%
FCBT
509
First Citizens Bank & Trust
North Carolina
$38M -$1.33M -2,783 -3%
MMA
510
Miracle Mile Advisors
California
$38M +$7.04M +14,735 +23%
BG
511
Benedetti & Gucer
Georgia
$38M -$918K -1,922 -2%
GPA
512
Guidance Point Advisors
Massachusetts
$37.9M -$1.44M -3,014 -4%
CFO
513
Custos Family Office
Texas
$37.9M +$829K +1,735 +2%
BHWM
514
Bay Harbor Wealth Management
Maryland
$37.8M +$4.57M +9,578 +14%
RFP
515
Roth Financial Partners
Texas
$37.6M +$1.15M +2,414 +3%
EIA
516
Eldridge Investment Advisors
New Hampshire
$37.6M +$1.23M +2,581 +3%
Allianz Asset Management
517
Allianz Asset Management
Germany
$37.5M -$322M -674,500 -90%
CA
518
Clearstead Advisors
Ohio
$37.5M -$31.7M -66,361 -46%
IA
519
IFS Advisors
Kansas
$37.4M +$11.9M +24,964 +47%
BA
520
Bristlecone Advisors
Washington
$37.4M +$634K +1,327 +2%
NEAM
521
New England Asset Management
Connecticut
$37.4M -$9.91M -20,750 -21%
SC
522
Savant Capital
Illinois
$37.3M +$1.17M +2,444 +3%
NL
523
NWAM LLC
Washington
$37.2M -$12.5M -26,258 -25%
BS
524
Banco Santander
Spain
$37.2M -$4.33M -9,073 -10%
WI
525
Wintrust Investments
Illinois
$37.1M -$4.18M -8,746 -10%