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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 %
CCM
1701
Cohen Capital Management
California
$2.4M +$8.12K +17 +0.3%
RMDI
1702
R.M. Davis Inc
Maine
$2.4M -$123K -258 -5%
HFS
1703
Howard Financial Services
Texas
$2.4M +$161K +338 +7%
NFP
1704
NorthLanding Financial Partners
New York
$2.4M -$80.2K -168 -3%
DFC
1705
DBK Financial Counsel
Ohio
$2.39M -$158K -330 -6%
FA
1706
FF Advisors
California
$2.39M +$2.39M +4,996 New
FCM
1707
Fortis Capital Management
Washington
$2.38M -$247K -518 -9%
CCA
1708
Clearwater Capital Advisors
Illinois
$2.38M -$12.4K -26 -0.5%
OCFG
1709
O'Connor Financial Group
Illinois
$2.38M -$190K -398 -7%
AF
1710
Alerus Financial
North Dakota
$2.37M -$2.39K -5 -0.1%
YLHM
1711
Yelin Lapidot Holdings Management
Israel
$2.37M
AWA
1712
Archvest Wealth Advisors
California
$2.37M +$51.6K +108 +2%
BFO
1713
Biltmore Family Office
North Carolina
$2.36M
CMP
1714
Courage Miller Partners
Virginia
$2.36M -$98.4K -206 -4%
SAM
1715
Summit Asset Management
Tennessee
$2.36M +$420K +880 +22%
RCWMU
1716
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.35M -$803K -1,682 -25%
OC
1717
Oakworth Capital
Alabama
$2.35M -$3.34K -7 -0.1%
GSIS
1718
Global Strategic Investment Solutions
Arizona
$2.35M +$19.1K +40 +0.8%
CCA
1719
Clarity Capital Advisors
Florida
$2.34M +$2.34M +4,908 New
RCM
1720
Ridgepath Capital Management
Tennessee
$2.34M +$2.34M +4,900 New
CIS
1721
Continental Investors Services
Washington
$2.33M -$67.3K -141 -3%
PWM
1722
Paulson Wealth Management
Illinois
$2.33M +$30.6K +64 +1%
CB
1723
Centennial Bank
Arkansas
$2.32M +$55.9K +117 +2%
FAG
1724
Fortitude Advisory Group
Washington
$2.32M -$413K -864 -15%
MWC
1725
MBM Wealth Consultants
Missouri
$2.32M -$159K -323 -6%