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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 %
AFP
601
Alpha Financial Partners
Kentucky
$30.7M +$7.46M +15,627 +32%
RCAG
602
Rehmann Capital Advisory Group
Michigan
$30.7M -$164K -343 -0.5%
CP
603
Capital Planning
Washington
$30.5M +$3.74M +7,837 +14%
SC
604
Schoolcraft Capital
Colorado
$30.4M +$256K +536 +0.8%
LFP
605
Lakeshore Financial Planning
Michigan
$30.4M -$22K -46 -0.1%
FMN
606
Financial Management Network
California
$30.4M +$1.57M +3,341 +5%
JWA
607
JFS Wealth Advisors
Pennsylvania
$30.4M -$1.7M -3,567 -5%
CFS
608
Commonwealth Financial Services
West Virginia
$30.3M -$840K -1,759 -3%
FTS
609
Fifth Third Securities
Ohio
$30.2M -$9.55K -20 -0%
WTB
610
Washington Trust Bank
Washington
$30.1M +$160K +335 +0.5%
ICMARC
611
International City Management Association Retirement Corp
District of Columbia
$30.1M
RPC
612
Rossmore Private Capital
Connecticut
$30M -$560K -1,171 -2%
ACP
613
Aveo Capital Partners
Colorado
$30M -$50.6K -106 -0.2%
FA
614
Flagstar Advisors
New York
$30M +$2.54M +5,320 +9%
HF
615
Halpern Financial
Virginia
$29.9M -$469K -996 -2%
OWMIAS
616
One Wealth Management Investment & Advisory Services
Florida
$29.8M +$29.8M +62,296 New
TGAM
617
TBH Global Asset Management
Tennessee
$29.7M -$9.28M -19,430 -24%
ES
618
ETF Store
Kansas
$29.7M +$298K +624 +1%
HWAM
619
Hennion & Walsh Asset Management
New Jersey
$29.7M -$608K -1,274 -2%
FCA
620
FinTrust Capital Advisors
South Carolina
$29.5M +$30.6K +64 +0.1%
RIM
621
Rakuten Investment Management
Japan
$29.3M +$18.3M +38,107 +165%
TI
622
Tidal Investments
Wisconsin
$28.8M +$25.2M +52,825 +704%
BA
623
Bellwether Advisors
Nebraska
$28.7M -$544K -1,138 -2%
BIAS
624
Beacon Investment Advisory Services
New Jersey
$28.6M -$181K -380 -0.6%
RCM
625
Rain Capital Management
Oregon
$28.6M +$116K +243 +0.4%