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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 %
FAM
1351
Forte Asset Management
New York
$4.84M +$3.76M +7,880 +349%
EAMA
1352
EFG Asset Management (Americas)
Florida
$4.83M +$649K +1,359 +16%
CCP
1353
Cassia Capital Partners
North Carolina
$4.82M +$4.82M +10,095 New
CA
1354
CSM Advisors
Pennsylvania
$4.81M
PAG
1355
Private Advisory Group
Washington
$4.8M -$590K -1,236 -11%
BAMG
1356
Brand Asset Management Group
Missouri
$4.8M -$137K -286 -3%
TFCP
1357
Twin Focus Capital Partners
Massachusetts
$4.8M +$191K +400 +4%
WPC
1358
Waters Parkerson & Co
Louisiana
$4.79M +$34.9K +73 +0.7%
AF
1359
Affiance Financial
Minnesota
$4.79M -$172K -360 -3%
SPW
1360
Sonoma Private Wealth
California
$4.76M +$96.5K +202 +2%
GIS
1361
Grayhawk Investment Strategies
Alberta, Canada
$4.76M +$36.3K +76 +0.8%
GPA
1362
Garrison Point Advisors
California
$4.75M +$419K +878 +10%
MFA
1363
Morling Financial Advisors
California
$4.75M -$139K -290 -3%
M
1364
MOTCO
Texas
$4.74M +$143K +300 +3%
Invesco
1365
Invesco
Georgia
$4.74M +$3.89M +8,140 +457%
WCM
1366
Windham Capital Management
Massachusetts
$4.73M
CWA
1367
CM Wealth Advisors
Ohio
$4.72M
PWP
1368
Private Wealth Partners
California
$4.71M +$19.1K +40 +0.4%
MWP
1369
Meridian Wealth Partners
Pennsylvania
$4.69M +$114K +239 +2%
D
1370
Dentgroup
Louisiana
$4.66M -$4.52M -9,465 -49%
EFG
1371
Ethos Financial Group
Pennsylvania
$4.65M +$397K +832 +9%
NP
1372
NorthRock Partners
Minnesota
$4.64M +$3.52M +7,380 +315%
MFC
1373
Mechanics Financial Corp
Ohio
$4.61M +$172K +360 +4%
MCWA
1374
Meadow Creek Wealth Advisors
Georgia
$4.59M +$4.59M +9,619 New
SFM
1375
Signet Financial Management
New Jersey
$4.58M -$68.3K -143 -1%