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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 %
MFG
2551
Monte Financial Group
Connecticut
$426K +$79.8K +167 +23%
CPRC
2552
Consolidated Portfolio Review Corp
New York
$425K -$24.8K -52 -6%
TFG
2553
Team Financial Group
California
$424K +$396K +828 +1,380%
NCM
2554
Neumann Capital Management
California
$423K
RIL
2555
Rothschild Investment LLC
Illinois
$423K +$477 +1 +0.1%
GL
2556
Gerber LLC
Ohio
$422K +$422K +884 New
LWM
2557
Lodestone Wealth Management
Washington
$422K -$14.3K -30 -3%
USB
2558
Union Savings Bank
Connecticut
$419K +$1.91K +4 +0.5%
CP
2559
Covenant Partners
Tennessee
$418K
FSA
2560
Financial Security Advisor
Virginia
$417K -$6.69K -14 -2%
PD
2561
Planning Directions
Pennsylvania
$417K +$54K +113 +15%
EP
2562
EPIQ Partners
Minnesota
$416K +$26.3K +55 +7%
DWA
2563
Douglass Winthrop Advisors
New York
$414K
CFFP
2564
Center for Financial Planning
Michigan
$414K +$23.4K +49 +6%
CPP
2565
Capasso Planning Partners
South Carolina
$413K +$92.7K +194 +29%
SP
2566
Stonebrook Private
Michigan
$412K +$412K +863 New
UBG
2567
United Bank (Georgia)
Georgia
$412K -$478 -1 -0.1%
WH
2568
Willner & Heller
California
$410K +$410K +859 New
TFG
2569
Taylor Financial Group
Virginia
$410K +$410K +858 New
SRL
2570
Scientech Research LLC
New Jersey
$408K +$408K +855 New
FWM
2571
Finer Wealth Management
Massachusetts
$407K -$54K -113 -12%
SPI
2572
Sutton Place Investors
New York
$406K +$172K +360 +73%
SWK
2573
Stephen W. Kidder
$406K -$23.9K -50 -6%
IP
2574
Ignite Planners
California
$405K -$15.7K -33 -4%
HIGP
2575
Hill Investment Group Partners
Missouri
$404K -$102K -214 -20%