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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 %
SIC
2576
SJS Investment Consulting
Ohio
$404K +$43K +90 +12%
NWA
2577
Navis Wealth Advisors
New York
$402K +$478 +1 +0.1%
LK
2578
Lumbard & Kellner
New Hampshire
$402K -$14.3K -30 -3%
FPGT
2579
Financial Partners Group (Tennessee)
Tennessee
$401K +$3.34K +7 +0.8%
SKK
2580
Shepherd Kaplan Krochuk
Massachusetts
$400K +$22K +46 +6%
WA
2581
WealthTrust Axiom
Pennsylvania
$400K
TFA
2582
Tobias Financial Advisors
Florida
$398K
POIA
2583
Pin Oak Investment Advisors
Texas
$398K
JWM
2584
JPL Wealth Management
Colorado
$398K +$398K +832 New
RTC
2585
Riverview Trust Company
Washington
$396K
KFG
2586
Kingdom Financial Group
Arizona
$395K +$90.8K +190 +30%
FWP
2587
Falcon Wealth Planning
California
$395K +$18.6K +39 +5%
LA
2588
LVW Advisors
New York
$395K +$478 +1 +0.1%
PWM
2589
Prentice Wealth Management
New York
$395K -$29.1K -61 -7%
QFA
2590
Quantum Financial Advisors
California
$394K +$22K +46 +6%
RCS
2591
Retirement Capital Strategies
California
$394K
BWM
2592
BlackDiamond Wealth Management
New York
$393K +$14.9K +30 +4%
AIM
2593
Avity Investment Management
Connecticut
$392K
MG
2594
MilWealth Group
Wisconsin
$391K
IWP
2595
Invenio Wealth Partners
Florida
$387K -$19.6K -41 -5%
MIC
2596
Meridian Investment Counsel
California
$387K
RFN
2597
Redwood Financial Network
Ohio
$387K +$48.7K +102 +14%
HVIA
2598
Hudson Valley Investment Advisors
New York
$386K
RW
2599
RVW Wealth
California
$386K
DPW
2600
DiNuzzo Private Wealth
Pennsylvania
$385K +$385K +807 New