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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 %
BOM
2176
Bank of Marin
California
$918K -$287K -601 -24%
MWM
2177
Marion Wealth Management
Pennsylvania
$915K -$25.8K -54 -3%
KP
2178
Keel Point
Alabama
$913K -$181K -380 -17%
CCP
2179
Clarity Capital Partners
California
$911K +$911K +1,907 New
HIS
2180
Harvest Investment Services
Illinois
$909K +$97.4K +204 +12%
WA
2181
Wealthstar Advisors
Texas
$908K +$139K +292 +18%
BI
2182
Ballast Inc
Kentucky
$907K -$157K -329 -15%
FAT
2183
First American Trust
California
$907K +$2.87K +6 +0.3%
ST
2184
Sabal Trust
Florida
$905K +$355K +744 +65%
MGWM
2185
Marks Group Wealth Management
Minnesota
$902K +$902K +1,888 New
MW
2186
MBL Wealth
North Carolina
$898K +$41.6K +87 +5%
BMA
2187
Brooks Moore & Associates
Tennessee
$896K -$215K -450 -19%
GI
2188
Gradient Investments
Minnesota
$895K +$55.4K +116 +7%
FNB
2189
Farmers National Bank
Kentucky
$894K -$81.7K -171 -8%
DSN
2190
D. Scott Neal
Kentucky
$893K -$320K -670 -26%
III
2191
Independent Investors Inc
New York
$893K -$9.55K -20 -1%
GI
2192
GAMMA Investing
California
$892K +$892K +1,839 New
SC
2193
Searle & Co
Connecticut
$887K
HCA
2194
Harbor Capital Advisors
Illinois
$887K +$887K +1,857 New
GAB
2195
German American Bancorp
Indiana
$887K +$45.4K +95 +5%
EDRH
2196
Edmond de Rothschild Holding
Switzerland
$884K -$451K -945 -34%
CS
2197
Cannell & Spears
New York
$884K +$35.8K +75 +4%
EWP
2198
Engrave Wealth Partners
Texas
$875K +$27.2K +57 +3%
SVCP
2199
Silicon Valley Capital Partners
California
$871K +$7.17K +15 +0.8%
TWP
2200
Total Wealth Planning
Ohio
$871K +$158K +330 +22%