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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 %
PWP
1051
Precedent Wealth Partners
Texas
$9.75M +$9.75M +20,422 New
BC
1052
Bartlett & Co
Ohio
$9.7M +$20.1K +42 +0.2%
BCWM
1053
Bartlett & Co Wealth Management
Ohio
$9.7M +$20.1K +42 +0.2%
HAC
1054
Harbor Advisory Corp
New Hampshire
$9.68M -$946K -1,981 -9%
DWM
1055
Darwin Wealth Management
Florida
$9.66M -$352K -736 -4%
CWM
1056
Connecticut Wealth Management
Connecticut
$9.64M +$32.5K +68 +0.3%
ODIJL
1057
One Day In July LLC
Vermont
$9.62M +$2.48M +5,200 +35%
BHWM
1058
Beaird Harris Wealth Management
Texas
$9.55M +$102K +213 +1%
GCM
1059
Granby Capital Management
Florida
$9.55M
BAM
1060
BOS Asset Management
Illinois
$9.52M +$1.05M +2,207 +12%
Citadel Advisors
1061
Citadel Advisors
Florida
$9.52M +$9.52M +19,927 New
ZF
1062
Zhang Financial
Michigan
$9.52M +$406K +849 +4%
AAM
1063
Aureus Asset Management
Massachusetts
$9.51M -$207K -433 -2%
BCG
1064
Breakwater Capital Group
New Jersey
$9.48M +$915K +1,883 +11%
FPAS
1065
Focus Partners Advisor Solutions
Missouri
$9.48M +$3.03M +6,342 +47%
FMI
1066
Fiduciary Management Inc
Wisconsin
$9.44M +$9.44M +19,772 New
EWA
1067
EverSource Wealth Advisors
Alabama
$9.44M +$1.96M +4,111 +26%
DC
1068
Davenport & Co
Virginia
$9.4M +$2.19M +4,585 +30%
DFA
1069
DHK Financial Advisors
New Hampshire
$9.36M +$48.7K +102 +0.5%
SHFA
1070
SC&H Financial Advisors
Maryland
$9.31M -$23.9K -50 -0.3%
AM
1071
AGF Management
Ontario, Canada
$9.29M -$90.8K -190 -1%
OFG
1072
Omega Financial Group
California
$9.29M +$443K +928 +5%
Fiera Capital (Canada)
1073
Fiera Capital (Canada)
Quebec, Canada
$9.28M -$588K -1,231 -6%
SDAM
1074
Shulman DeMeo Asset Management
New York
$9.26M +$97.9K +205 +1%
MLA
1075
My Legacy Advisors
Oregon
$9.22M +$1.51M +3,158 +20%