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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 %
CIAS
1026
Capital Investment Advisory Services
North Carolina
$10.3M -$49.2K -103 -0.5%
BCM
1027
Becker Capital Management
Oregon
$10.3M +$2.23M +4,678 +28%
NSIM
1028
North Star Investment Management
Illinois
$10.3M +$171K +357 +2%
CT
1029
Colonial Trust
South Carolina
$10.3M +$624K +1,306 +6%
IA
1030
IFG Advisory
Georgia
$10.3M +$699K +1,464 +7%
FPW
1031
Flagship Private Wealth
Massachusetts
$10.2M -$291K -609 -3%
FFP
1032
Forbes Financial Planning
Rhode Island
$10.2M -$75.9K -159 -0.7%
SAW
1033
Signal Advisors Wealth
Michigan
$10.2M +$10.2M +21,279 New
PWM
1034
Power Wealth Management
Georgia
$10.2M +$10.2M +21,275 New
AFG
1035
AFS Financial Group
Maryland
$10.2M -$277K -579 -3%
WMP
1036
Wealth Management Partners
Arizona
$10.2M +$2.39K +5 +0%
RWIA
1037
Roger Wittlin Investment Advisory
California
$10.1M +$104K +218 +1%
RTL
1038
Red Tortoise LLC
Georgia
$10.1M +$2.44M +5,110 +32%
SR
1039
Syntax Research
Florida
$10.1M -$2.64M -5,532 -21%
SB
1040
Strategic Blueprint
Georgia
$9.97M +$1.91M +3,998 +24%
SSCM
1041
Spectrum Strategic Capital Management
Oregon
$9.92M +$9.92M +20,778 New
NAS
1042
Nicolet Advisory Services
Wisconsin
$9.89M +$309K +658 +3%
IFAM
1043
Institutional & Family Asset Management
Colorado
$9.87M -$11.9K -25 -0.1%
NS
1044
NBC Securities
Alabama
$9.85M -$620K -1,299 -6%
ACP
1045
Arcus Capital Partners
Georgia
$9.82M +$8.53M +17,865 +662%
PIMG
1046
Patriot Investment Management Group
Tennessee
$9.81M -$3.36M -7,045 -26%
HIA
1047
Harbor Investment Advisory
Maryland
$9.81M -$120K -252 -1%
HI
1048
Horizon Investments
North Carolina
$9.8M -$299K -625 -3%
NCM
1049
Nelson Capital Management
California
$9.79M +$5.53M +11,572 +130%
REMPR
1050
Roof Eidam Maycock Peralta (REMP)
California
$9.77M +$981K +2,053 +11%