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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 %
LI
1301
LVZ Inc
Michigan
$5.34M +$2.15M +4,492 +67%
FCA
1302
FLC Capital Advisors
California
$5.34M -$35.3K -74 -0.7%
BB
1303
Busey Bank
Illinois
$5.33M +$137K +287 +3%
BPWM
1304
Badgley Phelps Wealth Managers
Washington
$5.33M -$105K -219 -2%
AWM
1305
Able Wealth Management
New Jersey
$5.33M +$5.33M +11,158 New
OPA
1306
Old Port Advisors
Maine
$5.31M +$533K +1,117 +11%
HT
1307
Heritage Trust
Oklahoma
$5.31M +$145K +303 +3%
EP
1308
Edgestream Partners
New Jersey
$5.31M +$583K +1,220 +12%
HGWM
1309
Horst & Graben Wealth Management
Oregon
$5.28M +$4.39M +9,185 +492%
CA
1310
Claro Advisors
Massachusetts
$5.27M +$371K +777 +8%
FIM
1311
Freedom Investment Management
Connecticut
$5.26M +$4.86M +10,180 +1,215%
NFG
1312
Nations Financial Group
Iowa
$5.24M +$503K +1,053 +11%
SWA
1313
Strategies Wealth Advisors
Michigan
$5.23M -$11.5K -24 -0.2%
PP
1314
PFS Partners
New Jersey
$5.23M -$15.8K -33 -0.3%
FSA
1315
Financial Services Advisory
Maryland
$5.22M +$5.22M +10,923 New
EA
1316
Efficient Advisors
Ohio
$5.19M -$421K -882 -8%
BI
1317
Berkeley Inc
Idaho
$5.17M -$52.1K -109 -1%
NB
1318
Nicolet Bankshares
Wisconsin
$5.17M +$1.46M +3,055 +39%
IIC
1319
Ironwood Investment Counsel
Arizona
$5.13M +$275K +575 +6%
SMG
1320
Smart Money Group
Texas
$5.13M -$132K -276 -3%
WB
1321
West Bancorporation
Iowa
$5.12M +$33.4K +70 +0.7%
HFRG
1322
Houlihan Financial Resource Group
Virginia
$5.11M +$478 +1 +0%
JIC
1323
Joel Isaacson & Co
New York
$5.1M +$282K +591 +6%
WPP
1324
Whalerock Point Partners
Rhode Island
$5.08M -$102K -213 -2%
EP
1325
Essential Planning
New Hampshire
$5.08M -$126K -263 -2%