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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 %
MIP
2626
Marietta Investment Partners
Wisconsin
$365K
WAM
2627
WealthTrust Asset Management
Florida
$364K +$1.91K +4 +0.5%
BFA
2628
Buttonwood Financial Advisors
Maryland
$363K -$6.68K -14 -2%
SPWG
2629
Syntegra Private Wealth Group
Missouri
$363K
GP
2630
Greenline Partners
New York
$362K +$345K +722 +2,006%
ACM
2631
Altrius Capital Management
North Carolina
$362K
KNFPWM
2632
Keeler & Nadler Financial Planning & Wealth Management
Ohio
$361K +$361K +756 New
CWP
2633
Core Wealth Partners
California
$360K +$956 +2 +0.3%
WWG
2634
West Wealth Group
California
$360K +$73.1K +153 +26%
IC
2635
Innealta Capital
Texas
$359K
Janus Henderson Group
2636
Janus Henderson Group
United Kingdom
$358K -$9.75M -20,405 -96%
NAMP
2637
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$358K
MTC
2638
Matrix Trust Company
Colorado
$358K +$133K +278 +59%
GWA
2639
GGM Wealth Advisors
Maryland
$357K
PAWA
2640
Palo Alto Wealth Advisors
California
$356K -$28.7K -60 -7%
BBI
2641
Baxter Bros Inc
Connecticut
$354K
GFG
2642
Greystone Financial Group
Michigan
$353K +$353K +739 New
OHWP
2643
Oak Harbor Wealth Partners
North Carolina
$351K -$123K -258 -26%
KOMWMG
2644
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$351K -$77.5K -162 -18%
BCA
2645
Ballentine Capital Advisors
South Carolina
$351K +$351K +706 New
CV
2646
Counterweight Ventures
North Carolina
$351K +$351K +734 New
SHFA
2647
SS&H Financial Advisors
Michigan
$350K
JWBC
2648
J.W. Burns & Co
New York
$349K
NAMM
2649
NorthStar Asset Management (Massachusetts)
Massachusetts
$347K
KWM
2650
Keating Wealth Management
Colorado
$346K +$346K +725 New