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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 %
TCBWMS
2026
Texas Capital Bank Wealth Management Services
Texas
$1.25M
MMG
2027
Monetary Management Group
Missouri
$1.25M
KLCM
2028
KG&L Capital Management
Louisiana
$1.25M -$10.5K -22 -0.8%
LAM
2029
Lakewood Asset Management
Illinois
$1.24M +$3.82K +8 +0.3%
CCA
2030
Criterion Capital Advisors
Tennessee
$1.24M +$1.24M +2,602 New
EHC
2031
Everett Harris & Co
California
$1.24M
EGA
2032
E&G Advisors
Texas
$1.24M -$36.8K -77 -3%
HFS
2033
Heritage Financial Services
Massachusetts
$1.24M +$169K +353 +16%
MFWP
2034
Mosaic Family Wealth Partners
Missouri
$1.24M +$329K +688 +36%
CSIA
2035
Charles Schwab Investment Advisory
California
$1.24M +$358K +750 +41%
FWP
2036
Family Wealth Partners
North Carolina
$1.24M +$1.24M +2,588 New
ACS
2037
Archford Capital Strategies
Illinois
$1.23M -$27.2K -57 -2%
SWM
2038
Sugarloaf Wealth Management
Georgia
$1.23M -$35.3K -74 -3%
CNB
2039
Camden National Bank
Maine
$1.23M -$43K -90 -3%
DP
2040
DDD Partners
Washington
$1.22M -$119K -250 -9%
GIA
2041
Gateway Investment Advisers
Ohio
$1.22M
BO
2042
Bank OZK
Arkansas
$1.22M
BFA
2043
Brown Financial Advisory
Alabama
$1.22M
WTA
2044
Washington Trust Advisors
Massachusetts
$1.21M -$1.91K -4 -0.2%
KWM
2045
Kaydan Wealth Management
Michigan
$1.21M +$164K +343 +16%
FPB
2046
First PREMIER Bank
South Dakota
$1.21M +$469K +981 +63%
CAM
2047
Clark Asset Management
New Hampshire
$1.21M -$435K -911 -26%
CIA
2048
Cape Investment Advisory
Georgia
$1.2M +$100K +210 +9%
EM
2049
Excalibur Management
Massachusetts
$1.2M -$4.78K -10 -0.4%
TCM
2050
Towneley Capital Management
California
$1.2M +$1.2M +2,518 New