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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 %
HWM
1676
Howard Wealth Management
Connecticut
$2.52M +$23.9K +50 +1%
PPP
1677
Private Portfolio Partners
New Jersey
$2.52M +$35.3K +74 +1%
CSC
1678
Caldwell Sutter Capital
California
$2.51M +$419K +877 +20%
SWM
1679
Segment Wealth Management
Texas
$2.51M +$62.1K +130 +3%
LCM
1680
Liberty Capital Management
Michigan
$2.51M -$641K -1,343 -20%
ACM
1681
AlphaStar Capital Management
North Carolina
$2.51M -$532K -1,113 -18%
Connor, Clark & Lunn Investment Management (CC&L)
1682
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.51M
VST
1683
Van Strum & Towne
California
$2.5M -$7.16K -15 -0.3%
LSIA
1684
LaSalle St. Investment Advisors
Illinois
$2.5M -$8.42M -1,761 -77%
CTFG
1685
Capstone Triton Financial Group
Oklahoma
$2.5M -$43.9K -92 -2%
TAM
1686
Titleist Asset Management
Texas
$2.48M +$207K +433 +9%
FNC
1687
First National Corp
Massachusetts
$2.46M +$626K +1,311 +34%
FC
1688
Financial Consulate
Maryland
$2.46M -$74K -155 -3%
JIR
1689
James Investment Research
Ohio
$2.46M -$114K -238 -4%
S
1690
Sachetta
Massachusetts
$2.46M +$2.46M +5,148 New
IIM
1691
Ipswich Investment Management
Massachusetts
$2.46M -$197K -412 -7%
AFA
1692
American Financial Advisors
Georgia
$2.45M +$480K +1,005 +24%
HWM
1693
Hemington Wealth Management
Virginia
$2.45M -$3.34K -7 -0.1%
OPWM
1694
Oxinas Partners Wealth Management
Indiana
$2.45M -$70.2K -147 -3%
MA
1695
MBA Advisors
Pennsylvania
$2.44M -$39.6K -83 -2%
TCM
1696
Tufton Capital Management
Maryland
$2.44M +$8.12K +17 +0.3%
AWM
1697
Angeles Wealth Management
California
$2.44M -$46.3K -97 -2%
PA
1698
Procyon Advisors
Connecticut
$2.43M -$133K -279 -5%
RI
1699
Rinkey Investments
California
$2.42M +$2.42M +5,056 New
MJRIC
1700
Mogy Joel R Investment Counsel
California
$2.4M -$35.8K -75 -1%