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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
43.99%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
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 %
FIA
151
Foundations Investment Advisors
Arizona
$197M +$46.7M +95,088 +31%
BBHC
152
Brown Brothers Harriman & Co
New York
$196M +$43M +89,991 +28%
AI
153
Atria Investments
North Carolina
$195M +$14.2M +29,810 +8%
AIA
154
Ally Invest Advisors
North Carolina
$192M -$4.38M -9,168 -2%
BP
155
Ballentine Partners
Massachusetts
$192M -$2.08M -4,360 -1%
AIIMS
156
Analyst IMS Investment Management Services
Israel
$191M +$8.78M +18,380 +5%
JSW
157
Journey Strategic Wealth
New Jersey
$187M -$20.4M -42,617 -10%
TLIC
158
Taiyo Life Insurance Company
Japan
$184M
Two Sigma Advisers
159
Two Sigma Advisers
New York
$182M +$110M +229,600 +152%
Wellington Management Group
160
Wellington Management Group
Massachusetts
$180M -$3.34M -6,983 -2%
EIG
161
Ellenbecker Investment Group
Wisconsin
$180M +$4.33M +9,056 +2%
MWA
162
Midland Wealth Advisors
Illinois
$180M +$180M +376,455 New
TFO
163
Tarbox Family Office
California
$179M +$676K +1,416 +0.4%
FMII
164
Farmers & Merchants Investments Inc
Nebraska
$177M +$3.11M +6,518 +2%
MGIA
165
Moneta Group Investment Advisors
Missouri
$176M +$12.3M +25,841 +8%
IWC
166
Integrated Wealth Concepts
Massachusetts
$173M +$5.78M +12,109 +3%
SPIA
167
Steward Partners Investment Advisory
New York
$172M +$6.99M +14,626 +4%
IMCOOI
168
Investment Management Corp of Ontario (IMCO)
Canada
$172M -$121M -253,502 -41%
WSTAM
169
Wilbanks Smith & Thomas Asset Management
Virginia
$171M -$480K -1,006 -0.3%
FWIA
170
Fort Washington Investment Advisors
Ohio
$170M +$32.3M +67,552 +23%
CFG
171
Citizens Financial Group
Rhode Island
$170M +$4.16M +8,706 +3%
TIA
172
Traphagen Investment Advisors
New Jersey
$169M +$255K +534 +0.2%
DLIC
173
Daido Life Insurance Company
Japan
$168M +$37.6M +78,774 +29%
William Blair & Company
174
William Blair & Company
Illinois
$168M -$1.71M -3,581 -1%
MW
175
Marcum Wealth
Ohio
$167M +$6.71M +14,049 +4%