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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 %
STA
1276
Summit Trail Advisors
New York
$5.68M -$712K -1,491 -11%
TC
1277
Trust Company
Kansas
$5.67M -$90.3K -189 -2%
AQR Capital Management
1278
AQR Capital Management
Connecticut
$5.65M +$4.83M +10,105 +585%
LIA
1279
Luken Investment Analytics
Tennessee
$5.65M -$185K -387 -3%
PI
1280
PineBridge Investments
New York
$5.63M
ARC
1281
Advisor Resource Council
Texas
$5.62M +$2.17M +4,544 +63%
CFG
1282
Cooper Financial Group
California
$5.59M -$2.51M -5,252 -31%
RC
1283
Roundview Capital
New Jersey
$5.59M -$4.78K -10 -0.1%
EA
1284
Emerald Advisors
Washington
$5.57M +$57.3K +120 +1%
TCOV
1285
Trust Company of Vermont
Vermont
$5.54M +$150K +315 +3%
CT
1286
Columbia Trust
Oregon
$5.53M +$3.52M +7,360 +174%
BC
1287
Barrett & Company
Rhode Island
$5.53M -$22.4K -47 -0.4%
CASB
1288
Cape Ann Savings Bank
Massachusetts
$5.52M +$1.61M +3,320 +41%
WCM
1289
Winthrop Capital Management
Indiana
$5.49M +$5.49M +11,485 New
CAM
1290
Campion Asset Management
Virginia
$5.49M -$266K -556 -5%
CCA
1291
Cadent Capital Advisors
Oklahoma
$5.46M +$4.05M +8,473 +286%
PIA
1292
Perennial Investment Advisors
California
$5.45M -$301K -630 -5%
WT
1293
Washington Trust
Rhode Island
$5.45M +$4.03M +8,428 +282%
PAI
1294
Pittenger & Anderson Inc
Nebraska
$5.45M -$34.4K -72 -0.6%
CWM
1295
Certus Wealth Management
California
$5.45M +$539K +1,129 +11%
MAM
1296
MMA Asset Management
Pennsylvania
$5.41M +$681K +1,426 +14%
QWM
1297
Quadcap Wealth Management
Texas
$5.41M +$5.41M +11,326 New
IFA
1298
Index Fund Advisors
California
$5.39M -$101K -211 -2%
GLLW
1299
Graves Light Lenhart Wealth
Virginia
$5.36M -$22K -46 -0.4%
BCA
1300
Bray Capital Advisors
Florida
$5.36M +$28.7K +60 +0.5%