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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 %
LCOV
526
London Company of Virginia
Virginia
$37M +$15M +31,435 +68%
EWM
527
Evercore Wealth Management
New York
$37M -$13.9K -29 -0%
JWCA
528
J.W. Cole Advisors
Florida
$37M +$13.4M +28,040 +57%
BHB
529
Bank Hapoalim BM
Israel
$36.9M
WA
530
Waterford Advisors
New York
$36.9M -$1.45M -3,026 -4%
BSSFA
531
Baron Silver Stevens Financial Advisors
Florida
$36.8M -$948K -1,984 -3%
CCG
532
Cypress Capital Group
Florida
$36.7M +$12.7M +26,630 +53%
Citigroup
533
Citigroup
New York
$36.6M -$12.4M -26,023 -25%
LSERS
534
Louisiana State Employees Retirement System
Louisiana
$36.6M +$6.07M +12,700 +20%
IWMA
535
Ironwood Wealth Management (Arizona)
Arizona
$36.6M +$1.15M +2,411 +3%
KTA
536
Keeley-Teton Advisors
Illinois
$36.6M -$624K -1,306 -2%
GWM
537
GoalFusion Wealth Management
Texas
$36.6M -$117K -245 -0.3%
TAM
538
TCP Asset Management
Ohio
$36.4M +$954K +1,998 +3%
UFF
539
USA Financial Formulas
Michigan
$36.4M +$35.9M +75,230 +8,294%
BFA
540
Bluestem Financial Advisors
Illinois
$36.4M -$2.65M -5,552 -7%
TWC
541
TD Waterhouse Canada
Ontario, Canada
$36.4M +$6.45M +13,682 +22%
CWS
542
Cypress Wealth Services
California
$36.2M +$1.53M +3,193 +4%
CCFM
543
Clear Creek Financial Management
Washington
$36M +$9.24M +19,341 +34%
CWG
544
Cornerstone Wealth Group
North Carolina
$35.9M -$5.76M -12,060 -14%
MM
545
Meridian Management
Arkansas
$35.9M +$431K +856 +1%
CFC
546
Coyle Financial Counsel
Illinois
$35.9M -$339K -710 -0.9%
SS
547
Simplicity Solutions
Minnesota
$35.8M +$1.55M +3,246 +5%
FHC
548
Fort Henry Capital
West Virginia
$35.7M -$305K -639 -0.8%
CWM
549
Cranbrook Wealth Management
Michigan
$35.7M +$211K +442 +0.6%
LP
550
LGL Partners
Pennsylvania
$35.6M +$24.6M +51,538 +224%