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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 %
SCA
1951
Scott Capital Advisors
Oregon
$1.44M +$28.2K +59 +2%
RA
1952
Riversedge Advisors
Delaware
$1.44M +$12.9K +27 +0.9%
AWA
1953
Arbor Wealth Advisors
Michigan
$1.43M +$1.43M +2,989 New
SMH
1954
Sanders Morris Harris
Texas
$1.43M +$464K +975 +48%
AO
1955
Advisor OS
Illinois
$1.43M +$160K +334 +13%
SC
1956
Stephens Consulting
Michigan
$1.42M -$25.8K -54 -2%
BWA
1957
Bordeaux Wealth Advisors
California
$1.42M -$22K -46 -2%
BFC
1958
Blue Fin Capital
Rhode Island
$1.42M +$194K +406 +16%
ITIM
1959
Indiana Trust & Investment Management
Indiana
$1.42M -$29.1K -61 -2%
FNWA
1960
Financial Network Wealth Advisors
Utah
$1.42M +$1.42M +2,964 New
HWA
1961
HHM Wealth Advisors
Tennessee
$1.41M -$9.08K -19 -0.6%
EWA
1962
Etesian Wealth Advisors
Oregon
$1.41M -$37.4K -78 -3%
Koshinski Asset Management
1963
Koshinski Asset Management
Illinois
$1.41M -$11M -23,117 -89%
GAM
1964
GEM Asset Management
Michigan
$1.41M +$468K +979 +50%
BOPW
1965
Brandywine Oak Private Wealth
Pennsylvania
$1.4M -$3.34K -7 -0.2%
Tudor Investment Corp
1966
Tudor Investment Corp
Connecticut
$1.4M +$1.4M +2,940 New
PTC
1967
Philadelphia Trust Company
Pennsylvania
$1.4M -$205K -430 -13%
EFG
1968
Everhart Financial Group
Ohio
$1.4M +$222K +465 +19%
MIA
1969
MMBG Investment Advisors
Florida
$1.4M
GAM
1970
Griffin Asset Management
New York
$1.4M +$58.3K +122 +4%
EIM
1971
Ervin Investment Management
Washington
$1.39M +$16.7K +35 +1%
PPA
1972
Painted Porch Advisors
California
$1.39M +$1.39M +2,902 New
SWM
1973
Soundmark Wealth Management
Washington
$1.39M +$149K +313 +12%
SWMP
1974
Signature Wealth Management Partners
New Jersey
$1.38M -$5.26K -11 -0.4%
RC
1975
Randolph Company
Ohio
$1.38M -$138K -288 -9%