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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 %
BIA
976
Bigelow Investment Advisors
Maine
$11.8M +$611K +1,280 +5%
MBT
977
Montecito Bank & Trust
California
$11.8M +$321K +673 +3%
PCA
978
Providence Capital Advisors
North Carolina
$11.7M -$633K -1,326 -5%
OC
979
Oarsman Capital
Wisconsin
$11.7M +$10.4M +21,807 +805%
FIM
980
Fernwood Investment Management
Massachusetts
$11.7M +$994K +2,082 +9%
MWM
981
McNaughton Wealth Management
California
$11.7M +$142K +298 +1%
CTC
982
Central Trust Company
Missouri
$11.7M +$480K +1,004 +4%
ECM
983
Evergreen Capital Management
Washington
$11.6M +$209K +437 +2%
BWA
984
Beam Wealth Advisors
Louisiana
$11.6M -$350K -733 -3%
CPW
985
Catalyst Private Wealth
California
$11.5M +$978K +2,048 +9%
WIA
986
World Investment Advisors
California
$11.5M -$3.04M -6,355 -21%
TCA
987
Trifecta Capital Advisors
Illinois
$11.5M +$399K +835 +4%
AG
988
Ascent Group
Virginia
$11.5M +$265K +527 +2%
V
989
VeraBank
Texas
$11.4M +$2.03M +4,250 +22%
CPA
990
Capital Performance Advisors
California
$11.4M -$93.6K -196 -0.8%
FNWM
991
Financial Network Wealth Management
Utah
$11.4M -$220K -461 -2%
MPW
992
MA Private Wealth
California
$11.4M -$597K -1,249 -5%
HG
993
Harbor Group
New Hampshire
$11.3M -$114K -238 -1%
ABC
994
Associated Banc-Corp
Wisconsin
$11.3M +$522K +1,093 +5%
CM
995
Columbus Macro
Pennsylvania
$11.3M +$1.25M +2,620 +13%
Empower Advisory Group
996
Empower Advisory Group
Colorado
$11.3M +$1.15M +2,412 +11%
FG
997
Fairman Group
Pennsylvania
$11.2M +$11.2M +23,513 New
CTWM
998
Cherry Tree Wealth Management
Minnesota
$11.2M -$136K -285 -1%
GFS
999
GYL Financial Synergies
Connecticut
$11.2M -$149K -313 -1%
RW
1000
Regimen Wealth
Georgia
$11.1M +$1.14M +2,387 +11%