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iShares Core S&P 500 ETF

3,000 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 373 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
3,000
Holders Change
+270
Holders Change %
+9.89%
% of All Funds
43.98%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
373
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 %
FCH
126
Freestone Capital Holdings
Washington
$256M +$10M +21,028 +4%
AWS
127
Atria Wealth Solutions
New York
$253M +$25.8M +54,051 +11%
UB
128
UMB Bank
Missouri
$253M +$4.76M +9,974 +2%
Mercer Global Advisors
129
Mercer Global Advisors
Colorado
$239M -$2.95M -6,175 -1%
KA
130
Klingman & Associates
New York
$237M +$5.78M +12,108 +3%
COCM
131
Charter Oak Capital Management
New Hampshire
$236M +$1.77M +3,699 +0.8%
QWP
132
Quotient Wealth Partners
Texas
$233M +$233M +486,881 New
AWE
133
Avidian Wealth Enterprises
Texas
$232M +$24.9M +52,167 +12%
HHGA
134
Halbert Hargrove Global Advisors
California
$230M -$10.3M -21,549 -4%
VIA
135
Vantagepoint Investment Advisers
District of Columbia
$227M +$43.3M +90,760 +24%
PA
136
Parallel Advisors
California
$225M +$186M +389,732 +482%
HTC
137
Haverford Trust Company
Pennsylvania
$224M +$102M +213,346 +83%
DWA
138
Divergent Wealth Advisors
Utah
$223M +$602K +1,260 +0.3%
LIA
139
LBMC Investment Advisors
Tennessee
$219M -$656K -1,373 -0.3%
AA
140
Ashford Advisors
New York
$211M +$4.19M +8,778 +2%
CI Investments Inc
141
CI Investments Inc
Ontario, Canada
$210M +$210M +440,483 New
MIH
142
Meitav Investment House
Israel
$208M +$43.3M +90,598 +26%
CIBC Private Wealth Group
143
CIBC Private Wealth Group
Georgia
$206M -$252K -528 -0.1%
FFA
144
Fragasso Financial Advisors
Pennsylvania
$206M -$1.44M -3,017 -0.7%
Two Sigma Investments
145
Two Sigma Investments
New York
$204M +$77.1M +161,500 +61%
Korea Investment Corp
146
Korea Investment Corp
South Korea
$204M
PA
147
Planning Alternatives
Michigan
$202M -$2.08M -4,347 -1%
WT
148
Whittier Trust
California
$199M -$1.91M -3,989 -0.9%
CA
149
Cetera Advisors
Colorado
$198M +$17.8M +37,278 +10%
NAM
150
Nissay Asset Management
Japan
$198M +$73.2M +153,268 +59%