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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 %
OIM
2426
Opus Investment Management
Massachusetts
$549K -$57.3K -120 -9%
PIM
2427
Provident Investment Management
Michigan
$549K
CCA
2428
Conservest Capital Advisors
Pennsylvania
$549K
SFP
2429
Strategic Financial Planning
Texas
$549K
TAM
2430
Tucker Asset Management
Colorado
$547K +$30.6K +64 +6%
FWM
2431
FSA Wealth Management
Massachusetts
$547K +$26.7K +56 +5%
KAM
2432
Kraft Asset Management
Tennessee
$545K +$545K +1,142 New
BWP
2433
Balboa Wealth Partners
Arizona
$545K -$42.5K -89 -7%
AMBIA
2434
Allen Mooney & Barnes Investment Advisors
Georgia
$544K +$163K +342 +43%
MPIA
2435
Mountain Pacific Investment Advisers
Idaho
$542K
HDIM
2436
Hanson & Doremus Investment Management
Vermont
$542K +$25.8K +54 +5%
G
2437
GenTrust
Florida
$541K -$9.08K -19 -2%
BST
2438
Bath Savings Trust
Maine
$541K +$17.7K +37 +3%
FS
2439
Financial Symmetry
North Carolina
$537K +$537K +1,125 New
FM
2440
Foster & Motley
Ohio
$537K -$43K -90 -7%
AWM
2441
Activest Wealth Management
Florida
$535K +$4.78K +10 +0.9%
SLT
2442
St Louis Trust
Missouri
$535K
RWS
2443
Resolute Wealth Strategies
Mississippi
$535K -$53.9K -113 -9%
BWM
2444
BNC Wealth Management
Oregon
$532K
WMA
2445
West Michigan Advisors
Michigan
$530K -$53K -111 -9%
GWSG
2446
GPS Wealth Strategies Group
Colorado
$529K +$9.07K +19 +2%
MAWAG
2447
Mid-American Wealth Advisory Group
Missouri
$528K +$18.2K +38 +4%
AWM
2448
Aries Wealth Management
Maine
$528K +$528K +1,105 New
IPW
2449
IronBridge Private Wealth
Texas
$528K +$528K +1,105 New
AFG
2450
Albion Financial Group
Utah
$527K -$218K -456 -29%