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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 %
PHS
2701
Pekin Hardy Strauss
Illinois
$308K
NA
2702
Nordwand Advisors
Pennsylvania
$306K +$72.1K +151 +31%
FMTCOCP
2703
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$303K -$23.9K -50 -7%
SFG
2704
Synergy Financial Group
California
$303K
LFA
2705
Lauterbach Financial Advisors
Texas
$302K +$302K +633 New
WA
2706
WestEnd Advisors
North Carolina
$301K +$120K +252 +67%
TWM
2707
TriaGen Wealth Management
California
$300K +$10.5K +22 +4%
LF
2708
LifeSteps Financial
California
$299K
NPA
2709
Nichols & Pratt Advisers
Massachusetts
$299K
ACA
2710
American Capital Advisory
Idaho
$297K +$297K +622 New
CHC
2711
City Holding Co
West Virginia
$297K -$1.43K -3 -0.5%
BC
2712
Brio Consultants
California
$297K +$2.39K +5 +0.8%
CBA
2713
Coastal Bridge Advisors
Connecticut
$296K +$296K +619 New
FFA
2714
Fortune Financial Advisors
Kansas
$294K +$294K +616 New
AFS
2715
AFG Fiduciary Services
Massachusetts
$294K
CF
2716
Copperwynd Financial
Arizona
$292K
BC
2717
Bowman & Company
Wisconsin
$291K -$93.7K -196 -24%
MGWA
2718
Monument Group Wealth Advisors
Massachusetts
$290K +$290K +606 New
TSWM
2719
Triangle Securities Wealth Management
North Carolina
$289K
RWG
2720
Ratio Wealth Group
Colorado
$289K
WFG
2721
Wills Financial Group
Virginia
$289K +$289K +605 New
KA
2722
Kearns & Associates
California
$289K
FVWA
2723
Foster Victor Wealth Advisors
South Carolina
$288K +$49.1K +103 +21%
FLA
2724
Financial Life Advisors
Texas
$288K
CBOR
2725
Community Bank of Raymore
Missouri
$287K