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iShares Core S&P 500 ETF

3,000 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 373 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
3,000
Holders Change
+270
Holders Change %
+9.89%
% of All Funds
43.98%
Holding in Top 10
970
Holding in Top 10 Change
+80
Holding in Top 10 Change %
+8.99%
% of All Funds
14.22%
New
373
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 %
CTC
2926
Cetera Trust Company
Minnesota
$100K +$100K +210 New
LTI
2927
Laffer Tengler Investments
Tennessee
$98.9K +$30.1K +63 +44%
CAM
2928
Costello Asset Management
Pennsylvania
$95K
KFO
2929
Kopp Family Office
Minnesota
$94K -$12.4K -26 -12%
FF
2930
Friedenthal Financial
New Jersey
$93.1K +$93.1K +195 New
AT
2931
Avalon Trust
New Mexico
$90.8K -$4.78K -10 -5%
LFA
2932
Legend Financial Advisors
Pennsylvania
$88.4K
BAM
2933
Bellevue Asset Management
Washington
$88.4K
SWS
2934
SYSTM Wealth Solutions
Illinois
$87.4K +$87.4K +183 New
EWA
2935
Elevate Wealth Advisory
Georgia
$81.7K +$81.7K +171 New
PGAM
2936
Princeton Global Asset Management
New Jersey
$79.9K -$26.8K -56 -25%
CPG
2937
Custom Portfolio Group
Colorado
$78.3K +$78.3K +164 New
WAG
2938
Wiser Advisor Group
Arizona
$77.3K +$77.3K +162 New
PCM
2939
Perritt Capital Management
Illinois
$69.5K
AGWCA
2940
Annis Gardner Whiting Capital Advisors
Florida
$69K
CWA
2941
Carolina Wealth Advisors
South Carolina
$67.8K
GPFA
2942
Game Plan Financial Advisors
Ohio
$66.4K +$66.4K +139 New
AFWM
2943
Abich Financial Wealth Management
Virginia
$65.3K +$65.3K +137 New
AWM
2944
Atticus Wealth Management
Florida
$64.5K -$4.78K -10 -7%
ATC
2945
Adirondack Trust Company
New York
$61.8K +$3.57K +7 +6%
FFA
2946
Fairfield Financial Advisors
Massachusetts
$60K +$476 +1 +0.8%
YAL
2947
Your Advocates Ltd
Texas
$58.3K -$16.2K -34 -22%
FFC
2948
First Financial Corp
Indiana
$55.4K
GGI
2949
Godsey & Gibb Inc
Virginia
$52.5K
HFM
2950
Hartford Financial Management
Connecticut
$51.1K