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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 %
CCWM
1526
Cassaday & Co Wealth Management
Virginia
$3.3M
SBLIC
1527
Security Benefit Life Insurance Company
Kansas
$3.3M +$525K +1,100 +19%
WA
1528
WESPAC Advisors
California
$3.3M +$2.32M +4,857 +238%
BCM
1529
Birmingham Capital Management
Alabama
$3.29M -$35.8K -75 -1%
RWPA
1530
Richard W. Paul & Associates
Michigan
$3.29M +$54.9K +115 +2%
CW
1531
CIC Wealth
Maryland
$3.29M +$15.3K +32 +0.5%
ACA
1532
Aspire Capital Advisors
Washington
$3.29M +$76.4K +160 +2%
WCG
1533
Weaver Consulting Group
California
$3.28M -$41.1K -86 -1%
AC
1534
Abbrea Capital
California
$3.27M +$23.9K +50 +0.7%
SPWM
1535
Straight Path Wealth Management
Michigan
$3.25M -$52.1K -109 -2%
TCOTS
1536
Trust Company of the South
North Carolina
$3.25M +$3.25M +6,805 New
WAG
1537
Wallace Advisory Group
California
$3.25M -$263K -612 -7%
IAA
1538
Independent Advisor Alliance
North Carolina
$3.25M -$54K -113 -2%
FWTB
1539
First Western Trust Bank
Colorado
$3.24M -$4.3K -9 -0.1%
EIA
1540
Edgemoor Investment Advisors
Maryland
$3.24M +$1.07M +2,250 +50%
HZ
1541
Hixon Zuercher
Ohio
$3.24M +$3.24M +6,781 New
GSEP
1542
Golden State Equity Partners
California
$3.24M +$229K +479 +8%
MIM
1543
Macroview Investment Management
Maryland
$3.23M +$224K +469 +7%
HPC
1544
HM Payson & Co
Maine
$3.23M -$58.3K -122 -2%
BCV
1545
Banque Cantonale Vaudoise
Switzerland
$3.23M +$80.7K +169 +3%
SAM
1546
Smartleaf Asset Management
Massachusetts
$3.22M +$3.22M +6,692 New
HCM
1547
Harvey Capital Management
Florida
$3.22M
IDA
1548
Intelligence Driven Advisers
California
$3.22M -$305K -629 -9%
MWM
1549
Modern Wealth Management
Kansas
$3.2M +$3.2M +6,690 New
EBT
1550
Enterprise Bank & Trust
Massachusetts
$3.19M -$96.5K -202 -3%