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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 %
MFS
701
Madrona Financial Services
Washington
$23.6M -$2.59M -5,427 -10%
TC
702
Trilogy Capital
California
$23.5M +$1.58M +3,314 +7%
TC
703
Telemus Capital
Michigan
$23.5M +$447K +935 +2%
PFGIA
704
Patriot Financial Group Insurance Agency
Massachusetts
$23.5M -$240K -502 -1%
T. Rowe Price Associates
705
T. Rowe Price Associates
Maryland
$23.4M +$3.27M +6,843 +16%
FFBTD
706
First Financial Bank - Trust Division
Ohio
$23.2M +$228K +478 +1%
BFM
707
Boston Financial Management
Massachusetts
$23.2M -$1.21M -2,529 -5%
BOC
708
Bull Oak Capital
California
$23.2M +$2.83M +5,920 +14%
IA
709
IFP Advisors
Florida
$22.9M -$1.94M -4,068 -8%
WWM
710
Waterway Wealth Management
Texas
$22.9M +$22.9M +47,910 New
LFG
711
Leverty Financial Group
Wisconsin
$22.6M -$168K -352 -0.7%
CAM
712
Creekmur Asset Management
Illinois
$22.4M +$22.4M +46,960 New
TVM
713
True Vision MN
Minnesota
$22.4M +$22.4M +46,834 New
MFC
714
Morris Financial Concepts
South Carolina
$22.3M +$2.62M +5,482 +13%
FCI
715
Financial Counselors Inc
Kansas
$22.3M +$1.28M +2,688 +6%
DI
716
DFPG Investments
Utah
$22.2M +$2.35M +4,986 +12%
IWP
717
IAG Wealth Partners
Wisconsin
$22M -$1.07M -2,230 -5%
ATPW
718
Ashton Thomas Private Wealth
Arizona
$21.9M +$1.62M +3,388 +8%
SC
719
SouthState Corp
Florida
$21.9M +$27.7K +58 +0.1%
SIAM
720
Sterling Investment Advisors (Missouri)
Missouri
$21.8M -$4.48M -9,373 -17%
AI
721
Arvest Investments
Arkansas
$21.8M +$21.8M +45,590 New
National Bank of Canada
722
National Bank of Canada
Quebec, Canada
$21.7M +$332K +700 +2%
FA
723
Fountainhead AM
New Jersey
$21.6M +$1.78M +3,717 +9%
MNBTD
724
Moody National Bank Trust Division
Texas
$21.6M
JF
725
Jump Financial
Illinois
$21.6M +$21.6M +45,231 New