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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 %
CFS
2676
CGC Financial Services
Oregon
$326K +$294K +615 +904%
EA
2677
Ellsworth Advisors
Ohio
$325K -$62.6K -131 -16%
FFA
2678
Florida Financial Advisors
Florida
$324K +$324K +679 New
TFA
2679
Trinity Financial Advisors
Ohio
$323K +$1.43K +3 +0.4%
GWAM
2680
Guardian Wealth Advisors (Minnesota)
Minnesota
$323K +$323K +675 New
WTFG
2681
Wells Trecaso Financial Group
Ohio
$322K
BFIM
2682
Beese Fulmer Investment Management
Ohio
$321K -$15.3K -32 -5%
SF
2683
Safeguard Financial
Wisconsin
$320K -$223K -467 -41%
SFWC
2684
Strategic Family Wealth Counselors
New Jersey
$320K +$1.91K +4 +0.6%
CNC
2685
Citizens & Northern Corp
Pennsylvania
$320K -$51.1K -107 -14%
JLBC
2686
J.L. Bainbridge & Co
Florida
$320K
GA
2687
GoalVest Advisory
New York
$319K -$315K -660 -50%
PIM
2688
Penobscot Investment Management
Massachusetts
$319K +$4.78K +10 +2%
UF
2689
Univest Financial
Pennsylvania
$318K +$6.21K +13 +2%
LWMG
2690
Levy Wealth Management Group
Pennsylvania
$318K +$1.91K +4 +0.6%
FA
2691
FSA Advisors
Michigan
$318K +$318K +665 New
HTHT
2692
Hemenway Trust Hemenway Trust
New Hampshire
$317K -$4.77K -10 -1%
GOCP
2693
Great Oak Capital Partners
Massachusetts
$317K +$317K +664 New
FNBTCON
2694
First National Bank & Trust Co of Newtown
Pennsylvania
$317K -$57.3K -120 -15%
OPPS
2695
Obsidian Personal Planning Solutions
Maryland
$316K
TAM
2696
Taurus Asset Management
New York
$314K +$32.5K +68 +12%
AIS
2697
AM Investment Strategies
Tennessee
$311K +$478 +1 +0.2%
CP
2698
Castleview Partners
Texas
$311K -$6.69K -14 -2%
BCM
2699
BluePath Capital Management
Georgia
$311K +$8.14K +17 +3%
SCM
2700
Stonehearth Capital Management
Massachusetts
$310K