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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 %
SWM
1251
Selective Wealth Management
Virginia
$6.06M -$275K -586 -4%
KOC
1252
Koss-Olinger Consulting
Florida
$6.06M -$690K -1,444 -10%
WPC
1253
White Pine Capital
Minnesota
$6.04M +$314K +658 +5%
AI
1254
Atom Investors
Texas
$6.03M
WAL
1255
W Advisors LLC
Tennessee
$6.03M +$297K +621 +5%
FFM
1256
Fullerton Fund Management
Singapore
$6M +$825K +1,728 +16%
HIM
1257
Hanlon Investment Management
New Jersey
$5.99M -$283K -593 -5%
MCC
1258
Money Concepts Capital
Florida
$5.97M +$1.22M +2,549 +26%
DWM
1259
Dogwood Wealth Management
Kansas
$5.95M +$5.95M +12,466 New
SWA
1260
Strata Wealth Advisors
Texas
$5.92M -$83.1K -174 -1%
SEI Investments
1261
SEI Investments
Pennsylvania
$5.85M +$2.71M +5,669 +86%
KIA
1262
KCM Investment Advisors
California
$5.83M -$137K -287 -2%
RWP
1263
Ridgecrest Wealth Partners
California
$5.82M -$217K -455 -4%
LFA
1264
Legacy Financial Advisors
Kentucky
$5.79M -$40.6K -85 -0.7%
JSL
1265
JT Stratford LLC
Georgia
$5.79M -$131K -275 -2%
PCS
1266
Private Client Services
Kentucky
$5.78M +$5.78M +12,106 New
EFMH
1267
E Fund Management (HK)
Hong Kong
$5.78M +$1.88M +3,943 +48%
EFM
1268
E Fund Management
China
$5.78M +$1.88M +3,943 +48%
RDIA
1269
RE Dickinson Investment Advisors
Iowa
$5.77M +$124K +260 +2%
AT
1270
American Trust
Kentucky
$5.75M +$962K +2,014 +20%
BFC
1271
Bedel Financial Consulting
Indiana
$5.73M +$972K +2,034 +20%
AIA
1272
Armor Investment Advisors
North Carolina
$5.72M +$159K +332 +3%
CWM
1273
C2C Wealth Management
Arizona
$5.71M -$1.01M -2,116 -15%
OIS
1274
Okabena Investment Services
Minnesota
$5.7M +$4.55M +9,519 +395%
1IA
1275
1834 Investment Advisors
Wisconsin
$5.7M -$235K -493 -4%