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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 %
CVA
2776
Central Valley Advisors
California
$258K +$258K +540 New
BIA
2777
Benchmark Investment Advisors
Illinois
$258K -$32.5K -68 -11%
MRCM
2778
M&R Capital Management
New Jersey
$257K -$168K -351 -39%
SAM
2779
SignalPoint Asset Management
Missouri
$255K
NFW
2780
Noble Family Wealth
Florida
$255K
FFA
2781
Frazier Financial Advisors
Ohio
$254K +$254K +533 New
PMG
2782
Private Management Group
California
$254K -$38.2K -80 -13%
SWP
2783
ShoreHaven Wealth Partners
New Jersey
$253K +$253K +530 New
DSC
2784
Duncker Streett & Co
Missouri
$252K
OHWA
2785
Oak Hill Wealth Advisors
Virginia
$251K
HHAA
2786
Henry H. Armstrong Associates
Pennsylvania
$251K
BWP
2787
Barlow Wealth Partners
Kentucky
$251K +$251K +525 New
WIP
2788
WealthCare Investment Partners
Rhode Island
$250K -$954 -2 -0.4%
PFA
2789
Professional Financial Advisors
Nebraska
$250K
EC
2790
Eaton-Cambridge
Arizona
$250K +$250K +523 New
Capital International Investors
2791
Capital International Investors
California
$249K +$249K +521 New
RCA
2792
Riverview Capital Advisers
Massachusetts
$249K
EFP
2793
EnRich Financial Partners
Wisconsin
$246K +$246K +514 New
HHWM
2794
Hiley Hunt Wealth Management
Nebraska
$245K +$245K +513 New
APW
2795
Axim Planning & Wealth
Ohio
$245K +$245K +513 New
UAG
2796
United Advisor Group
Ohio
$245K +$245K +508 New
RWB
2797
RMR Wealth Builders
New Jersey
$244K +$244K +511 New
HIS
2798
Horizon Investment Services
Indiana
$244K +$4.78K +10 +2%
CPA
2799
Clear Point Advisors
New York
$243K +$243K +509 New
TIM
2800
Tevis Investment Management
Texas
$243K -$94.6K -198 -28%