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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 %
SL
1376
SFM LLC
New Hampshire
$4.57M +$4.57M +9,565 New
MCI
1377
MRP Capital Investments
Georgia
$4.56M +$2.22M +4,754 +95%
FC
1378
Financial Council
Maryland
$4.56M -$46.8K -98 -1%
T
1379
TrueFG
Texas
$4.51M -$3.29M -6,896 -42%
BHPW
1380
Beverly Hills Private Wealth
California
$4.5M +$909K +1,903 +25%
CC
1381
Callan Capital
California
$4.5M +$104K +217 +2%
SC
1382
Steph & Co
Wisconsin
$4.49M -$192K -401 -4%
SFC
1383
Strategic Financial Concepts
Texas
$4.46M -$1.24M -2,594 -22%
RW
1384
Rede Wealth
Virginia
$4.46M -$415K -868 -9%
AWA
1385
Authentikos Wealth Advisory
California
$4.46M -$217K -455 -5%
BB
1386
Berkshire Bank
Massachusetts
$4.45M +$576K +1,207 +15%
YDMI
1387
Y.D. More Investments
Israel
$4.44M +$621K +1,300 +16%
GWS
1388
Glassman Wealth Services
Virginia
$4.44M -$17.7K -37 -0.4%
Financial Engines Advisors
1389
Financial Engines Advisors
California
$4.42M -$1.63M -3,406 -27%
SAM
1390
Strategy Asset Managers
California
$4.38M +$158K +330 +4%
SWM
1391
Stockman Wealth Management
Montana
$4.38M -$633K -1,326 -13%
BBNA
1392
Bremer Bank National Association
Minnesota
$4.36M +$829K +1,735 +23%
MWPCG
1393
Measured Wealth Private Client Group
New Hampshire
$4.35M -$12.4K -26 -0.3%
TH
1394
TCTC Holdings
Texas
$4.33M +$240K +503 +6%
DWM
1395
Defined Wealth Management
Oregon
$4.33M -$3.82K -8 -0.1%
PWA
1396
Pillar Wealth Advisors
Pennsylvania
$4.32M +$1.6M +3,343 +59%
WF
1397
Welch & Forbes
Massachusetts
$4.3M -$46.8K -98 -1%
WBC
1398
West Branch Capital
Massachusetts
$4.29M +$270K +566 +7%
CGPCS
1399
Capital Group Private Client Services
California
$4.28M +$1.65M +3,444 +62%
4WM
1400
49 Wealth Management
Texas
$4.28M +$4.28M +8,954 New