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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 %
VPP
676
Vertex Planning Partners
Illinois
$25.1M +$1.92M +4,027 +8%
CST
677
Charles Schwab Trust
Nevada
$25M -$3.85M -8,068 -13%
D
678
Diversified
Delaware
$25M +$5.54M +11,598 +28%
SFMG
679
Sage Financial Management Group
Virginia
$24.9M +$2.71M +5,683 +12%
VFA
680
Voya Financial Advisors
Connecticut
$24.8M -$25.3M -52,889 -50%
SWPG
681
Strategic Wealth Partners Group
Illinois
$24.7M +$1.48M +3,100 +6%
LWA
682
LWS Wealth Advisors
New Jersey
$24.7M +$2.2M +4,609 +10%
IFPG
683
Intrepid Financial Planning Group
Indiana
$24.6M -$576K -1,205 -2%
AFG
684
Arkansas Financial Group
Arkansas
$24.6M +$946K +1,980 +4%
BA
685
Ballew Advisors
Mississippi
$24.5M -$478K -1,001 -2%
VFP
686
Verus Financial Partners
Virginia
$24.5M -$2.74M -5,600 -10%
VA
687
Valmark Advisers
Ohio
$24.5M -$604K -1,265 -2%
RWA
688
River Wealth Advisors
Pennsylvania
$24.4M +$2.39M +5,003 +11%
WAP
689
Wealthcare Advisory Partners
Pennsylvania
$24.3M -$1.17M -2,442 -5%
ECG
690
Edge Capital Group
Georgia
$24.3M -$2.99M -6,250 -11%
HR
691
Howe & Rusling
New York
$24.2M +$2.25M +4,711 +10%
CFGF
692
Compass Financial Group (Florida)
Florida
$24M +$27.7K +58 +0.1%
CAAM
693
Cornerstone Advisors Asset Management
Pennsylvania
$23.9M -$172K -361 -0.7%
SP
694
SWS Partners
Ohio
$23.9M +$5.07M +10,610 +27%
CWM
695
Campbell Wealth Management
Virginia
$23.9M -$703K -1,472 -3%
NCM
696
Next Capital Management
New York
$23.8M +$245K +512 +1%
DT
697
Diversified Trust
Tennessee
$23.8M -$263K -551 -1%
MC
698
Middleton & Co
Massachusetts
$23.8M -$120K -251 -0.5%
WCM
699
WealthBridge Capital Management
Ohio
$23.7M +$1.24M +2,591 +6%
MMA
700
Mizuho Markets Americas
New York
$23.6M +$8.81M +18,439 +60%