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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 %
EA
2126
Eudaimonia Advisors
Tennessee
$1.04M -$82.2K -172 -7%
RIM
2127
RW Investment Management
Idaho
$1.04M -$395K -828 -28%
GC
2128
Garde Capital
Washington
$1.03M -$133K -279 -11%
LRIA
2129
Leonard Rickey Investment Advisors
Washington
$1.03M -$10K -21 -1%
CFCI
2130
Comprehensive Financial Consultants Institutional
Indiana
$1.03M
E
2131
ETFidea
New York
$1.03M +$217K +455 +27%
SWA
2132
Sightline Wealth Advisors
Connecticut
$1.03M +$8.6K +18 +0.8%
MIC
2133
Means Investment Company
Maine
$1.03M +$478 +1 +0%
SW
2134
SkyOak Wealth
Michigan
$1.02M
SAM
2135
Sompo Asset Management
Japan
$1.02M +$1.02M +2,133 New
LC
2136
LCNB Corp
Ohio
$1.01M -$52.5K -110 -5%
DA
2137
Dash Acquisitions
California
$1.01M
IBOK
2138
Independence Bank of Kentucky
Kentucky
$1.01M +$352K +736 +53%
GKIM
2139
GW&K Investment Management
Massachusetts
$1.01M +$108K +227 +12%
SRCM
2140
Signature Resources Capital Management
California
$1M +$1M +2,104 New
FWM
2141
FMB Wealth Management
California
$1M
MAA
2142
Matrix Asset Advisors
New York
$1M +$5.25K +11 +0.5%
HC
2143
Hamilton Capital
Ohio
$1M -$36.8K -77 -4%
YC
2144
Yarbrough Capital
Tennessee
$1M
MCM
2145
Mendel Capital Management
Arkansas
$1M +$28.7K +60 +3%
MCM
2146
Morton Capital Management
California
$1M +$518K +1,085 +107%
BRA
2147
Biechele Royce Advisors
Indiana
$995K -$40.6K -85 -4%
SAA
2148
Southeast Asset Advisors
Georgia
$992K +$478 +1 +0%
PWP
2149
Perfromance Wealth Partners
Illinois
$985K -$71.2K -149 -7%
SCM
2150
Saxony Capital Management
Missouri
$985K +$985K +2,062 New