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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 %
HFS
2401
Haverford Financial Services
Pennsylvania
$583K
ACA
2402
Atlas Capital Advisors
Wyoming
$582K +$18.6K +39 +3%
MC
2403
Martin & Co
Tennessee
$581K
PIFP
2404
Partners in Financial Planning
Virginia
$580K +$2.39K +5 +0.4%
PWH
2405
Priebe Wealth Holdings
Minnesota
$579K +$579K +1,212 New
CA
2406
CGN Advisors
Kansas
$578K -$6.03M -12,629 -91%
CF
2407
Convergence Financial
Missouri
$577K +$11K +23 +2%
FAM
2408
Fenimore Asset Management
New York
$573K
RMCM
2409
Reynders McVeigh Capital Management
Massachusetts
$572K -$335K -700 -37%
SAMC
2410
Spectrum Asset Management (California)
California
$572K -$68.8K -144 -11%
GCP
2411
Gill Capital Partners
Colorado
$571K +$229K +479 +67%
FRA
2412
Front Row Advisors
California
$568K -$168K -351 -23%
BMD
2413
Better Money Decisions
New Mexico
$568K +$1.91K +4 +0.3%
PIA
2414
Pinion Investment Advisors
Kansas
$566K -$196K -411 -26%
MGI
2415
MayTech Global Investments
New York
$564K -$632K -1,324 -53%
BFA
2416
Bragg Financial Advisors
North Carolina
$562K -$119K -249 -17%
ACIM
2417
Azimuth Capital Investment Management
Michigan
$560K -$158K -330 -22%
VWM
2418
VCI Wealth Management
Missouri
$558K +$558K +1,169 New
SWIG
2419
Strategic Wealth Investment Group
Kentucky
$557K -$315K -660 -36%
CTI
2420
Community Trust & Investment
Kentucky
$557K +$557K +1,166 New
TCM
2421
Tandem Capital Management
New Jersey
$553K +$76.4K +160 +16%
SCA
2422
STALEY CAPITAL ADVISERS
Pennsylvania
$552K -$382K -799 -41%
UWM
2423
USAdvisors Wealth Management
Minnesota
$551K +$76.9K +161 +16%
ST
2424
Somerset Trust
Pennsylvania
$551K
RIP
2425
RAM Investment Partners
Washington
$551K