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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 %
GSWM
576
Greenup Street Wealth Management
Michigan
$33.4M +$6.46M +13,521 +24%
OFS
577
Orrstown Financial Services
Pennsylvania
$33.4M +$33.4M +69,845 New
IC
578
IEQ Capital
California
$33.3M +$2.04M +4,279 +7%
ATC
579
Argent Trust Co
Tennessee
$33.1M +$3.47M +7,274 +12%
AAMA
580
Advanced Asset Management Advisors
Ohio
$33.1M
AAS
581
Ameritas Advisory Services
Nebraska
$32.9M +$12.1M +24,362 +58%
IWM
582
Integris Wealth Management
California
$32.8M -$1.81M -3,789 -5%
BFA
583
Beaumont Financial Advisors
Massachusetts
$32.8M -$188K -393 -0.6%
AWM
584
AAF Wealth Management
Massachusetts
$32.4M +$443K +927 +1%
EW
585
Enzi Wealth
Texas
$32.1M -$4.19M -8,436 -12%
WS
586
Wedbush Securities
California
$32.1M -$502K -1,050 -2%
NL
587
NDWM LLC
California
$32.1M +$32.1M +67,162 New
DZ Bank
588
DZ Bank
Germany
$31.9M +$942K +1,972 +3%
CA
589
Cornerstone Advisory
Maryland
$31.7M +$799K +1,672 +3%
FA
590
Fermata Advisors
California
$31.6M +$9.75M +20,415 +45%
PI
591
Parkside Investments
Illinois
$31.5M -$782K -1,637 -2%
FTWA
592
Fifth Third Wealth Advisors
Ohio
$31.5M +$4.77M +9,982 +18%
NPF
593
Norris Perne & French
Michigan
$31.3M +$58.7K +123 +0.2%
CFIA
594
Cantor Fitzgerald Investment Advisors
New York
$31.3M +$31.3M +65,428 New
BWP
595
Bernardo Wealth Planning
Pennsylvania
$31.1M +$12.1M +25,280 +64%
LL
596
LWMG LLC
Minnesota
$31M -$352K -737 -1%
SC
597
Saiph Capital
New Jersey
$30.8M +$258K +541 +0.8%
LF
598
Lantz Financial
Illinois
$30.8M +$2.62M +5,487 +9%
MSA
599
McAlister Sweet & Associates
Texas
$30.7M -$17.4M -36,502 -36%
BWFA
600
Baltimore-Washington Financial Advisors
Maryland
$30.7M +$2.32M +4,850 +8%