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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 %
WIA
2301
Westbourne Investment Advisors
Maryland
$707K +$2.39K +5 +0.3%
NA
2302
Navellier & Associates
Nevada
$707K
VFPI
2303
Vantage Financial Partners (Illinois)
Illinois
$706K -$32.5K -68 -4%
SL
2304
Summitry LLC
California
$706K +$1.43K +3 +0.2%
IFS
2305
Ifrah Financial Services
Arkansas
$702K -$22.4K -47 -3%
MCCP
2306
Mission Creek Capital Partners
California
$701K -$23.9K -50 -3%
LPP
2307
Life Planning Partners
Florida
$700K +$700K +1,467 New
HWMT
2308
Heritage Wealth Management (Texas)
Texas
$700K +$700K +1,466 New
FAN
2309
Financial Advisors Network
California
$699K
MSR
2310
Main Street Research
Connecticut
$697K +$46.3K +97 +7%
TF
2311
Theory Financial
Colorado
$694K -$36.3K -76 -5%
SC
2312
Shearwater Capital
Colorado
$692K -$5.25K -11 -0.8%
WFA
2313
Wade Financial Advisory
California
$688K
AHIA
2314
Andrew Hill Investment Advisors
Florida
$687K +$687K +1,438 New
MWA
2315
Monograph Wealth Advisors
California
$686K
IFO
2316
Independent Family Office
New York
$685K
CWM
2317
Chemistry Wealth Management
New York
$684K -$7.64K -16 -1%
FBT
2318
First Bank & Trust
South Dakota
$681K -$197K -412 -22%
1CP
2319
17 Capital Partners
Arizona
$681K +$681K +1,425 New
FF
2320
Financial Futures
New Jersey
$680K -$23.4K -49 -3%
HCM
2321
Howland Capital Management
Massachusetts
$679K -$33.9K -71 -5%
BW
2322
Bison Wealth
Georgia
$678K +$80.7K +169 +14%
MAM
2323
McLean Asset Management
Virginia
$677K +$285K +607 +73%
HCM
2324
Hudson Capital Management
New Jersey
$675K
IWA
2325
Invera Wealth Advisors
Oregon
$673K +$673K +1,410 New