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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 %
GWA
2501
Geometric Wealth Advisors
District of Columbia
$472K
WA
2502
Wambolt & Associates
Colorado
$472K +$26.3K +55 +6%
WOC
2503
West Oak Capital
California
$472K +$21.6K +45 +5%
AWM
2504
Austin Wealth Management
Texas
$471K -$4.02K -8 -0.8%
AWAG
2505
ARS Wealth Advisors Group
Florida
$470K -$389K -815 -45%
PFG
2506
Pinnacle Financial Group
Illinois
$470K
FTDI
2507
First Trust Direct Indexing
Massachusetts
$469K +$469K +983 New
T
2508
Tidemark
California
$467K +$467K +978 New
AWM
2509
Aberdeen Wealth Management
Illinois
$466K
WIM
2510
Warwick Investment Management
Texas
$465K -$161K -338 -26%
CWP
2511
CFM Wealth Partners
Texas
$465K
SCM
2512
Sollinda Capital Management
Florida
$465K +$465K +974 New
KF
2513
KKM Financial
Illinois
$464K +$464K +972 New
CWM
2514
Collaborative Wealth Management
Florida
$463K -$795K -1,665 -63%
LFA
2515
Longview Financial Advisors
Alabama
$459K +$459K +960 New
HGA
2516
Hobbs Group Advisors
South Carolina
$456K +$456K +954 New
FCT
2517
Family Capital Trust
Massachusetts
$455K +$102K +214 +29%
EW
2518
Evoke Wealth
California
$452K -$284M -594,341 -100%
USWIA
2519
UP Strategic Wealth Investment Advisors
Pennsylvania
$452K +$452K +946 New
HT
2520
Headlands Technologies
Illinois
$451K +$451K +945 New
CA
2521
Cambridge Advisors
Nebraska
$450K
RSWA
2522
Robinson Smith Wealth Advisors
Maine
$450K +$450K +943 New
NHFG
2523
New Harbor Financial Group
Massachusetts
$450K +$450K +943 New
VRM
2524
Vectors Research Management
New York
$450K +$450K +943 New
TPA
2525
Trivium Point Advisory
Connecticut
$450K -$329K -689 -42%