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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 %
AWM
2651
Accurate Wealth Management
Florida
$344K -$94.3K -197 -22%
JTWM
2652
Jackson Thornton Wealth Management
Alabama
$343K +$343K +719 New
CMP
2653
Coston McIsaac & Partners
Maine
$342K
MAG
2654
Mayfair Advisory Group
Alabama
$342K +$342K +720 New
EA
2655
Everpar Advisors
Oklahoma
$342K +$342K +715 New
PGF
2656
Plan Group Financial
Oklahoma
$339K +$22.4K +47 +7%
EAM
2657
Empirical Asset Management
Massachusetts
$338K +$3.34K +7 +1%
SJL
2658
Shayne & Jacobs LLC
Tennessee
$337K +$43K +90 +15%
SGWM
2659
Sterling Group Wealth Management
California
$337K +$63K +132 +23%
KNW
2660
Kesler Norman & Wride
Utah
$337K +$337K +705 New
EL
2661
EWA LLC
Pennsylvania
$336K -$37.8K -76 -10%
TSS
2662
Two Sigma Securities
New York
$334K -$720K -1,507 -68%
OBGC
2663
O'Brien Greene & Co
Pennsylvania
$334K
CIA
2664
Caerus Investment Advisors
Texas
$334K
SFS
2665
Sharp Financial Services
Pennsylvania
$334K +$334K +700 New
PCM
2666
Pointe Capital Management
Michigan
$333K
RBCM
2667
Raub Brock Capital Management
California
$332K +$478 +1 +0.1%
IWP
2668
Insight Wealth Partners
Texas
$331K
SRA
2669
Secured Retirement Advisors
Minnesota
$331K +$331K +692 New
SAM
2670
Seelaus Asset Management
New Jersey
$330K
CJ
2671
Caitlin John
Michigan
$329K +$329K +689 New
MAWCM
2672
Mine & Arao Wealth Creation & Management
California
$327K +$107K +223 +48%
NG
2673
NWK Group
California
$327K
CSPAM
2674
Cary Street Partners Asset Management
Virginia
$327K +$327K +685 New
BSG
2675
Black Swift Group
Colorado
$327K