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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 %
KFS
1801
Kurt F. Somerville
$1.92M -$1.69M -3,542 -47%
PCMF
1802
Private Capital Management (Florida)
Florida
$1.92M -$22.9K -48 -1%
BPFA
1803
Barnes Pettey Financial Advisors
Mississippi
$1.91M +$28.2K +59 +1%
WCA
1804
Waypoint Capital Advisors
Minnesota
$1.91M
SMA
1805
Sage Mountain Advisors
Georgia
$1.91M +$186K +389 +11%
DP
1806
Denver PWM
Colorado
$1.91M +$211K +448 +12%
PFM
1807
Peak Financial Management
Massachusetts
$1.9M -$65.4K -137 -3%
First Manhattan
1808
First Manhattan
New York
$1.9M +$163K +341 +9%
AFAS
1809
Acorn Financial Advisory Services
Virginia
$1.9M +$184K +386 +11%
MIM
1810
Montgomery Investment Management
Maryland
$1.89M
LFG
1811
Lazard Frères Gestion
France
$1.89M -$47.9K -100 -2%
DACG
1812
Donor Advised Charitable Giving
California
$1.88M +$444K +930 +31%
AWA
1813
Alta Wealth Advisors
Massachusetts
$1.88M -$1.22M -2,554 -39%
MMHP
1814
Murphy Middleton Hinkle & Parker
Georgia
$1.87M -$30.1K -63 -2%
GP
1815
Girard Partners
Pennsylvania
$1.87M
BHBT
1816
Burke & Herbert Bank & Trust
Virginia
$1.87M
TI
1817
tru Independence
Oregon
$1.86M -$2.77M -5,792 -60%
NW
1818
Naviter Wealth
Arkansas
$1.86M +$1.39M +2,900 +294%
ESB
1819
Essex Savings Bank
Connecticut
$1.84M -$3.59M -7,508 -66%
LC
1820
LTG Capital
Massachusetts
$1.84M -$53.5K -112 -3%
SPIO
1821
Seven Post Investment Office
California
$1.84M
B
1822
Bridgeworth
Alabama
$1.84M -$53K -111 -3%
WHCI
1823
W.H. Cornerstone Investments
Massachusetts
$1.84M +$12.9K +27 +0.7%
LNWWM
1824
Laird Norton Wetherby Wealth Management
California
$1.84M +$16.2K +34 +0.9%
GC
1825
Gratus Capital
Georgia
$1.84M +$481K +1,007 +35%