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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 %
SAM
951
Secure Asset Management
Michigan
$12.4M -$9.18M -19,226 -42%
GHA
952
Granite Harbor Advisors
Texas
$12.4M -$382K -800 -3%
HNW
953
High Note Wealth
Minnesota
$12.4M +$2.94M +6,152 +31%
PHAM
954
Palisades Hudson Asset Management
Florida
$12.4M +$215K +450 +2%
PM
955
Pembroke Management
Quebec, Canada
$12.4M -$235K -493 -2%
TNBTD
956
Trustmark National Bank Trust Department
Mississippi
$12.3M -$197K -413 -2%
CW
957
CreativeOne Wealth
Kansas
$12.3M -$229K -479 -2%
AFG
958
Atomi Financial Group
New York
$12.3M +$902K +1,889 +8%
HCM
959
Hengehold Capital Management
Ohio
$12.3M +$1.26M +2,639 +11%
BWS
960
Buck Wealth Strategies
Colorado
$12.3M -$1.43K -3 -0%
TFF
961
The Family Firm
Maryland
$12.3M -$158K -331 -1%
MWP
962
MYCIO Wealth Partners
Pennsylvania
$12.2M +$1.03M +2,152 +9%
JHCP
963
Jackson Hole Capital Partners
Oklahoma
$12.2M +$378K +792 +3%
OP
964
ORG Partners
Indiana
$12.2M +$11.6M +24,294 +2,093%
CAM
965
Concorde Asset Management
Michigan
$12.2M +$6.26M +21,848 +106%
AWS
966
Aspen Wealth Strategies
Colorado
$12.1M +$10.2M +21,345 +535%
PTC
967
Private Trust Company
Ohio
$12.1M +$1.08M +2,254 +10%
CCM
968
Canal Capital Management
Virginia
$12.1M +$1.02M +2,129 +9%
CHA
969
Cooper/Haims Advisors
New York
$11.9M -$130K -273 -1%
WG
970
Welch Group
Alabama
$11.9M +$3.55M +7,440 +43%
RWA
971
Redhawk Wealth Advisors
Minnesota
$11.9M -$446K -933 -4%
4WM
972
4J Wealth Management
Virginia
$11.9M +$2.36M +4,941 +25%
AHC
973
Anderson Hoagland & Co
Missouri
$11.9M -$48.2K -101 -0.4%
WA
974
WBH Advisory
Maryland
$11.9M +$362K +757 +3%
SFP
975
Shepherd Financial Partners
Massachusetts
$11.8M +$1.18M +2,473 +11%