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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 %
CIR
1151
Clear Investment Research
Georgia
$7.78M +$2.1M +4,398 +37%
FAIM
1152
Financial Advocates Investment Management
Washington
$7.73M +$335K +737 +5%
KCM
1153
Kennicott Capital Management
California
$7.7M +$244K +511 +3%
BL
1154
BFSG LLC
California
$7.7M -$52.5K -110 -0.7%
MD
1155
Money Design
Japan
$7.69M +$89.8K +188 +1%
SCM
1156
SOL Capital Management
Maryland
$7.69M +$200K +418 +3%
SOS
1157
Silver Oak Securities
Tennessee
$7.66M +$2.53M +5,298 +49%
IIC
1158
Integrated Investment Consultants
Michigan
$7.63M +$71.2K +149 +0.9%
JA
1159
JVL Associates
Michigan
$7.63M +$812K +1,701 +12%
GEA
1160
Glen Eagle Advisors
New Jersey
$7.58M +$360K +754 +5%
MIA
1161
Milestone Investment Advisors
Wisconsin
$7.56M +$1.05M +2,198 +16%
SB
1162
Simmons Bank
Arkansas
$7.56M -$498K -1,043 -6%
NFC
1163
Northeast Financial Consultants
Connecticut
$7.55M +$376K +788 +5%
KW
1164
KWB Wealth
California
$7.55M -$288K -604 -4%
NL
1165
NEPC LLC
Massachusetts
$7.54M -$209K -438 -3%
PCA
1166
Prosperity Capital Advisors
Ohio
$7.53M +$414K +866 +6%
LG
1167
Leuthold Group
Minnesota
$7.53M +$650K +1,361 +9%
RCIM
1168
Red Cedar Investment Management
Michigan
$7.52M
EI
1169
Ellevest Inc
New York
$7.47M +$955 +2 +0%
UOTTAIMCU
1170
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$7.42M -$129K -270 -2%
SFG
1171
Sunburst Financial Group
Alabama
$7.42M -$59.2K -124 -0.8%
MCA
1172
MSH Capital Advisors
Arizona
$7.4M -$1.18M -2,478 -14%
MF
1173
Meridian Financial
Massachusetts
$7.36M +$130K +273 +2%
BFA
1174
BBJS Financial Advisors
Washington
$7.36M -$434K -908 -6%
CG
1175
Caprock Group
Idaho
$7.34M +$23.4K +49 +0.3%