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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
43.98%
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 %
GT
201
Glenview Trust
Kentucky
$136M +$1.57M +3,288 +1%
GFP
202
Gryphon Financial Partners
Ohio
$135M -$1.7M -3,570 -1%
IWA
203
Icon Wealth Advisors
Texas
$134M +$134M +280,406 New
SC
204
Soundwatch Capital
Connecticut
$130M -$69.2M -149,636 -35%
QC
205
Qalhat Capital
British Virgin Islands
$129M -$31.7M -66,319 -20%
MWM
206
Modera Wealth Management
New Jersey
$129M +$2.12M +4,446 +2%
DWM
207
Dakota Wealth Management
Florida
$128M -$1.35M -2,816 -1%
I
208
INVST
Indiana
$124M +$25.6M +51,552 +26%
AHSSHC
209
Adventist Health System Sunbelt Healthcare Corp
Florida
$122M -$197M -412,700 -62%
BOH
210
Bank of Hawaii
Hawaii
$121M -$3.25M -6,797 -3%
GC
211
Grimes & Company
Massachusetts
$120M +$26.8M +56,091 +29%
MIM
212
Monashee Investment Management
Massachusetts
$119M +$119M +248,710 New
2P
213
26North Partners
New York
$119M +$251K +526 +0.2%
SWA
214
SFMG Wealth Advisors
Texas
$118M +$312K +653 +0.3%
RI
215
RPTC Inc
Wyoming
$117M +$650K +1,360 +0.6%
BRWA
216
B. Riley Wealth Advisors
Florida
$117M -$9.22M -19,295 -7%
TLFA
217
True Link Financial Advisors
California
$117M +$11.7M +24,539 +11%
CCMG
218
Clark Capital Management Group
Pennsylvania
$116M -$103M -215,525 -47%
MFS
219
McNamara Financial Services
Massachusetts
$115M -$1.07M -2,250 -0.9%
BCM
220
Brookstone Capital Management
Illinois
$114M -$892K -1,867 -0.8%
Toronto Dominion Bank
221
Toronto Dominion Bank
Ontario, Canada
$114M -$1.66M -3,472 -1%
Ensign Peak Advisors
222
Ensign Peak Advisors
Utah
$112M +$23.9M +50,100 +27%
CWM
223
Calamos Wealth Management
Illinois
$112M +$491K +1,027 +0.4%
HFBOT
224
Home Federal Bank of Tennessee
Tennessee
$111M +$88.4K +185 +0.1%
ASN
225
Advisory Services Network
Georgia
$110M +$20.1M +42,148 +22%