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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 %
BA
2001
Ballast Advisors
Minnesota
$1.31M -$64.5K -135 -5%
AIA
2002
Arbor Investment Advisors
North Carolina
$1.31M -$90.3K -189 -6%
HCA
2003
Horan Capital Advisors
Ohio
$1.31M -$160K -335 -11%
1SB
2004
1ST Source Bank
Indiana
$1.3M -$19.1K -40 -1%
NCFG
2005
New Century Financial Group
New Jersey
$1.3M +$1.3M +2,727 New
CCM
2006
Crew Capital Management
Ohio
$1.3M -$19.1K -40 -1%
GD
2007
Grandfield & Dodd
New York
$1.3M -$162K -340 -11%
OWA
2008
Opal Wealth Advisors
New York
$1.3M +$697K +1,460 +116%
CWA
2009
Clarity Wealth Advisors
California
$1.3M +$11K +23 +0.9%
APWA
2010
Atlas Private Wealth Advisors
New Jersey
$1.29M -$78.8K -165 -6%
ACM
2011
Argent Capital Management
Missouri
$1.29M +$754K +1,578 +140%
PA
2012
Parkside Advisors
California
$1.29M -$111K -233 -8%
AAP
2013
Arax Advisory Partners
Colorado
$1.29M +$66.9K +140 +5%
AWM
2014
Accel Wealth Management
Iowa
$1.28M -$556K -1,164 -30%
FFA
2015
Founders Financial Alliance
North Carolina
$1.28M -$25.8K -54 -2%
PCH
2016
PGIM Custom Harvest
New Jersey
$1.27M +$50.2K +105 +4%
JWWM
2017
Johnson & White Wealth Management
Pennsylvania
$1.27M +$76K +159 +6%
FMI
2018
F/M Investments
District of Columbia
$1.27M +$2.72K +6 +0.2%
CPSC
2019
Carl P. Sherr & Co
Massachusetts
$1.27M -$503K -1,053 -28%
JMFC
2020
J.M. Forbes & Co
Massachusetts
$1.27M
KIA
2021
KLR Investment Advisors
Rhode Island
$1.27M +$1.27M +2,649 New
LCC
2022
Lincoln Capital Corp
Rhode Island
$1.26M +$37.7K +79 +3%
TAM
2023
Tocqueville Asset Management
New York
$1.26M +$294K +615 +30%
BTW
2024
Boston Trust Walden
Massachusetts
$1.26M
TWD
2025
True Wealth Design
Ohio
$1.26M +$607K +1,270 +94%