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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 %
OBWG
476
Onyx Bridge Wealth Group
New York
$43.9M +$1.64M +3,434 +4%
SAS
477
Sage Advisory Services
Texas
$43.7M -$13M -27,116 -23%
WP
478
WealthShield Partners
North Carolina
$43.5M +$1.75M +3,666 +4%
MG
479
Mather Group
Illinois
$43.1M -$867K -1,816 -2%
BOS
480
Bank of Stockton
California
$43.1M -$736K -1,519 -2%
MWA
481
Meridian Wealth Advisors
Texas
$43M -$1.29M -2,707 -3%
DGAM
482
Desjardins Global Asset Management
Quebec, Canada
$42.9M -$821K -1,720 -2%
CPSAC
483
Chas P. Smith & Associates (CPS)
Florida
$42.9M -$568K -1,190 -1%
GCIM
484
Gunn & Company Investment Management
Florida
$42.9M +$40.7M +85,223 +1,867%
TF
485
Trek Financial
Arizona
$42.6M +$2.48M +5,184 +6%
CCB
486
Country Club Bank
Missouri
$42.4M +$1.66M +3,470 +4%
TA
487
Teramo Advisors
Florida
$42.4M +$4.78M +10,000 +13%
RL
488
Rogco LP
Oklahoma
$42.3M +$1.8M +3,760 +4%
BWIA
489
Bryant Woods Investment Advisors
New York
$41.6M +$7.89M +16,527 +23%
ACM
490
Advisors Capital Management
New Jersey
$41.6M +$9.03M +18,906 +28%
TCM
491
TD Capital Management
Tennessee
$40.9M -$1.54M -3,217 -4%
CAM
492
Cobblestone Asset Management
Virginia
$40.7M +$7.83M +16,397 +24%
CGFA
493
Colton Groome Financial Advisors
North Carolina
$40.2M +$4.41M +9,225 +12%
WAAG
494
Wealth Alliance Advisory Group
Kansas
$40.2M +$945K +1,978 +2%
SA
495
Stewardship Advisors
Pennsylvania
$40.2M +$10M +20,951 +33%
WS
496
Wela Strategies
Georgia
$39.8M -$92.2K -193 -0.2%
UID
497
Union Investments & Development
Israel
$39.7M -$41M -85,000 -51%
CAG
498
Crestwood Advisors Group
Massachusetts
$39.6M +$5.16M +10,797 +15%
GIA
499
Gladstone Institutional Advisory
Florida
$39.4M +$2.25M +4,708 +6%
CWA
500
Consilio Wealth Advisors
Washington
$39.3M +$8.73M +18,277 +29%