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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 %
HW
176
Hancock Whitney
Mississippi
$166M +$15.1M +31,689 +10%
FIB
177
First Interstate Bank
Montana
$166M +$26.9M +56,337 +19%
LW
178
Linscomb Wealth
Texas
$165M -$6.39M -13,372 -4%
RWM
179
Ritholtz Wealth Management
New York
$160M +$13.2M +27,559 +9%
Mitsubishi UFJ Trust & Banking
180
Mitsubishi UFJ Trust & Banking
Japan
$160M -$26.9M -56,300 -14%
Lazard Asset Management
181
Lazard Asset Management
New York
$160M +$8.96M +18,755 +6%
LPT
182
Legacy Private Trust
Wisconsin
$158M +$13.2M +27,639 +9%
MB
183
Mizuho Bank
Japan
$158M +$158M +330,000 New
RWM
184
RKL Wealth Management
Pennsylvania
$157M +$11M +23,087 +8%
VC
185
Vicus Capital
Pennsylvania
$155M -$8.18M -17,123 -5%
AC
186
AMS Capital
Brazil
$154M +$154M +322,840 New
OIA
187
OneDigital Investment Advisors
Kansas
$153M -$2.47M -5,161 -2%
BPA
188
Beacon Pointe Advisors
California
$151M -$19M -39,780 -11%
ESL
189
Endurance Services Ltd
New York
$147M +$147M +307,000 New
SCM
190
Steele Capital Management
Iowa
$146M +$146M +305,658 New
3AM
191
3EDGE Asset Management
Florida
$145M -$13.8M -28,891 -9%
GC
192
Gilbert & Cook
Iowa
$143M -$2.99M -6,261 -2%
AF
193
Apexium Financial
Texas
$142M +$951K +1,992 +0.7%
SWM
194
Spire Wealth Management
Virginia
$141M +$9.17M +18,920 +7%
BC
195
Bricktown Capital
Michigan
$140M -$58.7M -122,880 -30%
SHJ
196
Sharkey, Howes & Javer
Colorado
$140M +$22.3M +46,722 +19%
TFM
197
TFC Financial Management
Massachusetts
$139M +$3.42M +7,156 +3%
BSB
198
Bangor Savings Bank
Maine
$138M +$5.98M +12,523 +5%
PAG
199
Private Advisor Group
New Jersey
$138M +$3.59M +7,518 +3%
MIS
200
Morningstar Investment Services
Illinois
$136M +$71.4M +149,138 +110%