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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.

Holders
3,000
Holders Change
+270
Holders Change %
+9.89%
% 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
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 %
AAS
51
Avantax Advisory Services
Texas
$793M +$33.1M +69,384 +4%
CPCM
52
Cornerstone Partners Capital Management
Virginia
$790M -$45.4M -95,002 -5%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$770M +$23.3M +48,623 +3%
FHB
54
First Hawaiian Bank
Hawaii
$760M -$12.3M -25,764 -2%
UCFA
55
United Capital Financial Advisors
Texas
$720M +$228M +478,207 +46%
CAM
56
Cresset Asset Management
Illinois
$697M +$33.4M +69,976 +5%
PCIG
57
Partners Capital Investment Group
Massachusetts
$687M +$133M +278,793 +24%
FT
58
Fiduciary Trust
Massachusetts
$664M +$24.8M +51,932 +4%
M&T Bank
59
M&T Bank
New York
$664M +$31.3M +65,494 +5%
RJA
60
Raymond James & Associates
Florida
$652M +$49.5M +103,624 +8%
AA
61
Alesco Advisors
New York
$643M -$23M -48,160 -3%
CS
62
Credit Suisse
Switzerland
$642M -$18.2M -38,097 -3%
Neuberger Berman Group
63
Neuberger Berman Group
New York
$630M +$347K +726 +0.1%
APF
64
Alaska Permanent Fund
Alaska
$626M +$189M +395,000 +43%
Corient Private Wealth
65
Corient Private Wealth
Florida
$625M -$106M -221,534 -14%
AG
66
AIA Group
Hong Kong
$614M -$6.26M -13,110 -1%
JIC
67
Johnson Investment Counsel
Ohio
$607M +$529K +1,107 +0.1%
Brown Advisory
68
Brown Advisory
Maryland
$607M +$22.9M +47,911 +4%
NB
69
Norinchukin Bank
Japan
$605M
MCM
70
MAI Capital Management
Ohio
$603M +$18M +37,726 +3%
Schroder Investment Management Group
71
Schroder Investment Management Group
United Kingdom
$602M -$75.8M -158,760 -11%
Fidelity International
72
Fidelity International
Bermuda
$601M +$129M +269,557 +27%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$599M +$13.2M +27,632 +2%
Bank of Nova Scotia
74
Bank of Nova Scotia
Ontario, Canada
$570M +$557M +1,165,438 +4,198%
RFC
75
Regions Financial Corp
Alabama
$569M -$3.99M -8,344 -0.7%