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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 %
IWM
651
IHT Wealth Management
Illinois
$26.7M -$994K -2,081 -4%
TWM
652
Trevian Wealth Management
Massachusetts
$26.5M +$1.41M +2,950 +6%
GCA
653
Greenwood Capital Associates
South Carolina
$26.5M +$3.48M +7,288 +15%
WFA
654
Wellspring Financial Advisors
Ohio
$26.4M +$8.99M +18,817 +52%
GCA
655
Gradient Capital Advisors
California
$26.3M -$420K -880 -2%
DJYG
656
David J. Yvars Group
Florida
$26.3M +$40.6K +85 +0.2%
S
657
SignatureFD
Georgia
$26.2M -$897K -1,878 -3%
WCM
658
Windsor Capital Management
Arizona
$26.2M -$206K -431 -0.8%
SSWM
659
Sheets Smith Wealth Management
North Carolina
$26.1M -$80.2K -168 -0.3%
NWM
660
NRI Wealth Management
California
$26.1M +$26.1M +54,640 New
TWM
661
TSA Wealth Management
Texas
$26.1M +$26.1M +54,624 New
KWS
662
Keystone Wealth Services
California
$26.1M +$900K +1,885 +4%
RFO
663
RiverGlades Family Offices
Florida
$26.1M -$709K -1,408 -3%
S2L
664
Sparta 24 Ltd
Israel
$26M +$982K +2,057 +4%
SLF
665
Sun Life Financial
Ontario, Canada
$26M
SCA
666
Stonebridge Capital Advisors
Minnesota
$26M -$204K -428 -0.8%
Barclays
667
Barclays
United Kingdom
$25.9M -$17.4M -36,333 -40%
SC
668
Scotia Capital
Ontario, Canada
$25.9M +$1.84M +3,844 +8%
FG
669
Foster Group
Iowa
$25.6M
PPW
670
PACK Private Wealth
Minnesota
$25.6M +$150K +315 +0.6%
PPWM
671
PFG Private Wealth Management
Florida
$25.6M +$13.3M +27,750 +107%
DWT
672
Dorsey & Whitney Trust
South Dakota
$25.6M -$18.2K -38 -0.1%
CT
673
Coastline Trust
Rhode Island
$25.5M +$8.82M +18,469 +53%
CTA
674
Camelot Technology Advisors
California
$25.2M +$25.2M +52,830 New
NCM
675
Novare Capital Management
North Carolina
$25.1M -$196K -410 -0.8%