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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 %
MWM
1076
Maripau Wealth Management
Indiana
$9.13M +$411K +861 +5%
WB
1077
Webster Bank
Connecticut
$9.13M -$2.15M -4,507 -19%
PI
1078
Pachira Investments
California
$9.12M -$167K -350 -2%
RCM
1079
Raleigh Capital Management
North Carolina
$9.12M +$518K +1,085 +6%
CRI
1080
Commonwealth Retirement Investments
Virginia
$9.07M +$399K +835 +5%
GWM
1081
Greenhouse Wealth Management
Connecticut
$9.03M +$70.2K +147 +0.8%
CCT
1082
Chemung Canal Trust
New York
$9.03M -$984K -2,060 -10%
RWP
1083
Revolve Wealth Partners
New Jersey
$9.02M -$531K -1,111 -6%
QCM
1084
Quantinno Capital Management
New York
$8.99M +$2.9M +6,078 +48%
AI
1085
Arrien Investments
Idaho
$8.96M -$391K -819 -4%
BONH
1086
Bank of New Hampshire
New Hampshire
$8.96M +$21.5K +45 +0.2%
VVP
1087
Venture Visionary Partners
Ohio
$8.96M +$227K +475 +3%
VAS
1088
Vestmark Advisory Solutions
Massachusetts
$8.96M +$5.81M +12,171 +185%
TCM
1089
Telos Capital Management
California
$8.95M +$313K +655 +4%
WJWM
1090
Williams Jones Wealth Management
New York
$8.94M -$125K -261 -1%
SS
1091
Sound Stewardship
Kansas
$8.93M +$261K +546 +3%
EFA
1092
Evernest Financial Advisors
Indiana
$8.93M +$8.93M +18,694 New
BTWM
1093
Baker Tilly Wealth Management
Wisconsin
$8.93M -$226K -473 -2%
EFS
1094
Essex Financial Services
Connecticut
$8.89M +$1.84M +3,857 +26%
EK
1095
Evensky & Katz
Florida
$8.86M +$30.1K +63 +0.3%
CA
1096
Continuum Advisory
Idaho
$8.85M +$2M +4,187 +29%
SCP
1097
Stevens Capital Partners
Nebraska
$8.83M +$1.53M +3,210 +21%
ARG
1098
Advisory Resource Group
Oklahoma
$8.82M -$42K -88 -0.5%
Nomura Asset Management
1099
Nomura Asset Management
Japan
$8.79M
MI
1100
Mango Investments
Colorado
$8.78M +$8.78M +18,390 New