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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 %
FPCP
726
Fort Point Capital Partners
California
$21.6M +$3.85M +8,059 +22%
AC
727
Asio Capital
Kentucky
$21.6M +$8.5M +17,803 +65%
CAG
728
Csenge Advisory Group
Florida
$21.5M -$1.48M -3,104 -6%
AGC
729
Aspen Grove Capital
Colorado
$21.4M
BHIA
730
Birch Hill Investment Advisors
Massachusetts
$21.4M +$70.7K +148 +0.3%
CIBC Asset Management
731
CIBC Asset Management
Ontario, Canada
$21.3M
PA
732
PFG Advisors
Arizona
$21.3M +$4.17M +8,724 +24%
USCWA
733
U.S. Capital Wealth Advisors
Texas
$21.2M +$3.76M +7,875 +22%
AWM
734
Adams Wealth Management
Utah
$21.2M -$6.73M -14,081 -24%
DWM
735
Drive Wealth Management
Utah
$21M +$5.7M +11,944 +37%
SFA
736
Source Financial Advisors
New York
$21M +$651K +1,362 +3%
AFC
737
Adaptive Financial Consulting
Ohio
$20.8M -$1.08M -2,262 -5%
VWM
738
Vivid Wealth Management
Iowa
$20.7M +$20.7M +43,410 New
AG
739
AlTi Global
New York
$20.7M +$20.7M +43,329 New
EFM
740
Eley Financial Management
Vermont
$20.7M +$603K +1,262 +3%
OCM
741
One Capital Management
California
$20.7M +$90.8K +190 +0.4%
VFG
742
Valley Financial Group
Pennsylvania
$20.6M +$20.6M +43,193 New
C
743
Certuity
Florida
$20.6M +$1.99M +4,164 +11%
EWM
744
Evermay Wealth Management
Virginia
$20.5M -$544K -1,138 -3%
WFPG
745
Waller Financial Planning Group
Ohio
$20.4M +$203K +425 +1%
SF
746
Synovus Financial
Georgia
$20.3M -$701K -1,467 -3%
JFG
747
JMG Financial Group
Illinois
$20.1M +$130K +273 +0.7%
CWM
748
Centurion Wealth Management
Virginia
$20.1M +$1.9M +3,968 +10%
VC
749
Vestor Capital
Illinois
$20.1M +$88.4K +185 +0.4%
FA
750
FDx Advisors
Illinois
$20.1M -$14.5M -30,410 -42%