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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 %
DTC
1551
Davidson Trust Company
Washington
$3.19M -$86K -180 -3%
NIC
1552
Northwest Investment Counselors
Oregon
$3.18M -$8.12K -17 -0.3%
WFA
1553
WestHill Financial Advisors
California
$3.18M +$1.43K +3 +0%
FUBT
1554
First United Bank & Trust
Maryland
$3.18M -$40.1K -84 -1%
HKIMG
1555
Hutchens & Kramer Investment Management Group
Indiana
$3.17M +$288K +602 +10%
IRC
1556
Investors Research Corp
Georgia
$3.16M
NCM
1557
Northwest Capital Management
Oregon
$3.16M -$97.4K -204 -3%
CCG
1558
Catalina Capital Group
California
$3.16M +$3.16M +6,620 New
AIC
1559
Ayalon Insurance Company
Israel
$3.16M -$311K -652 -9%
IA
1560
Insight Advisors
Pennsylvania
$3.15M +$229K +479 +8%
LSA
1561
Lansing Street Advisors
Pennsylvania
$3.15M +$3.15M +6,590 New
CCM
1562
Chilton Capital Management
Texas
$3.14M +$254K +532 +9%
AFA
1563
AA Financial Advisors
Ohio
$3.14M +$3.14M +6,581 New
OFS
1564
Oldfather Financial Services
Nebraska
$3.14M +$6.21K +13 +0.2%
CSWM
1565
Cassady Schiller Wealth Management
Ohio
$3.14M
ADL
1566
Asset Dedication LLC
California
$3.13M +$317K +666 +11%
SNB
1567
Security National Bank
Nebraska
$3.13M -$5.25K -11 -0.2%
KHC
1568
Koesten Hirschmann & Crabtree
Kansas
$3.12M +$165K +346 +6%
HPC
1569
Hobart Private Capital
North Carolina
$3.12M +$174K +364 +6%
FCMA
1570
Foresight Capital Management Advisors
Michigan
$3.11M +$3.11M +6,513 New
RT
1571
Rockland Trust
Massachusetts
$3.07M -$132K -276 -4%
CCM
1572
Condor Capital Management
New Jersey
$3.07M -$43.5K -91 -1%
SC
1573
Sepio Capital
Utah
$3.06M +$13.9K +29 +0.5%
CAM
1574
Carret Asset Management
New York
$3.06M +$40.1K +84 +1%
MWM
1575
Mattern Wealth Management
Kansas
$3.06M -$12.9K -27 -0.4%