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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 %
SVWG
626
Shared Vision Wealth Group
United States
$28.6M +$28.6M +59,791 New
WF
627
Williams Financial
Vermont
$28.5M -$141K -295 -0.5%
WPW
628
Watershed Private Wealth
Illinois
$28.5M +$2.16M +4,521 +8%
ERWM
629
Elk River Wealth Management
Colorado
$28.5M +$184K +385 +0.6%
CA
630
CoreCap Advisors
Michigan
$28.5M +$7.44M +15,580 +35%
JEST
631
JTC Employer Solutions Trustee
Jersey
$28.4M +$4.89M +10,200 +21%
WFAG
632
Wescott Financial Advisory Group
Pennsylvania
$28.3M +$1.31M +2,737 +5%
CIA
633
Capital Investment Advisors
Georgia
$28.2M +$2.53M +5,287 +10%
GWM
634
GDS Wealth Management
Texas
$28.1M +$67.3K +141 +0.2%
VCP
635
Verus Capital Partners
Arizona
$28.1M +$7.3M +15,274 +35%
VCM
636
Verger Capital Management
North Carolina
$28M -$1.14M -2,385 -4%
CTA
637
Colonial Trust Advisors
South Carolina
$27.9M -$211K -442 -0.8%
BFP
638
Beacon Financial Planning
Massachusetts
$27.6M -$117K -245 -0.4%
ACA
639
Affinity Capital Advisors
California
$27.5M +$5.24M +10,975 +24%
FWA
640
FOCUS Wealth Advisors
Texas
$27.5M +$105K +219 +0.4%
PFP
641
Pinnacle Financial Partners
Tennessee
$27.4M -$2.44M -5,116 -8%
CAWM
642
Capital Advisors Wealth Management
Washington
$27.4M +$1.86M +3,895 +7%
PGA
643
Portland Global Advisors
Maine
$27.4M +$1.76M +3,677 +7%
CPIG
644
Chicago Partners Investment Group
Illinois
$27.4M +$185K +380 +0.7%
AWM
645
Avondale Wealth Management
Texas
$27.3M -$318K -665 -1%
KCM
646
Kanawha Capital Management
Virginia
$27.2M +$1.43M +2,990 +6%
WQ
647
Wealth Quarterback
New Jersey
$27M +$18.6M +39,028 +223%
OGF
648
Orin Green Financial
California
$27M -$414K -868 -2%
FNBOH
649
First National Bank of Hutchinson
Kansas
$26.9M -$1.94M -4,054 -7%
UFA
650
US Financial Advisors
Massachusetts
$26.8M +$633K +1,325 +2%