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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 %
TWM
2526
Tanager Wealth Management
United Kingdom
$448K -$49.7K -104 -10%
MCIA
2527
Mountain Capital Investment Advisors
Colorado
$447K -$50K -105 -10%
HCMG
2528
Howard Capital Management Group
California
$446K
VAFP
2529
Vahanian & Associates Financial Planning
New York
$443K -$330K -690 -43%
CMI
2530
Clare Market Investments
Texas
$443K +$443K +927 New
SHA
2531
Seneca House Advisors
Virginia
$442K +$46.8K +98 +12%
AFTS
2532
American Financial & Tax Strategies
New York
$440K +$440K +5,559 New
OFP
2533
OLIO Financial Planning
Virginia
$440K
RB
2534
Richmond Brothers
Michigan
$439K
FSG
2535
Financial Strategies Group
Michigan
$437K
RCG
2536
Rock Creek Group
District of Columbia
$436K
MA
2537
Mezzasalma Advisors
New Jersey
$435K -$44.4K -93 -9%
NIM
2538
Nicollet Investment Management
Minnesota
$435K
TNA
2539
True North Advisors
Texas
$435K -$51.1K -107 -11%
WA
2540
Wealthstream Advisors
New York
$434K -$19.1K -40 -4%
SAM
2541
Sequent Asset Management
Texas
$434K
SPWM
2542
Schrum Private Wealth Management
Florida
$434K -$725K -1,516 -63%
TA
2543
TruWealth Advisors
Louisiana
$433K +$10K +21 +2%
IHWM
2544
Iron Horse Wealth Management
Iowa
$432K -$76.4K -160 -15%
FCCM
2545
First City Capital Management
Georgia
$431K
CCA
2546
Cravens & Co Advisors
Tennessee
$430K
MA
2547
MAS Advisors
Florida
$429K
PFG
2548
Prosperity Financial Group
California
$426K +$22.4K +47 +6%
GSB
2549
Greenfield Savings Bank
Massachusetts
$426K
IPW
2550
Inlet Private Wealth
Florida
$426K -$380K -795 -47%