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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 %
LA
751
Legacy Advisors
Pennsylvania
$20.1M -$88.8K -186 -0.4%
PFA
752
Pinnacle Family Advisors
Missouri
$20M -$10.4M -21,670 -34%
HAS
753
Holland Advisory Services
Florida
$19.9M -$1.26M -2,645 -6%
AR
754
Apeiron RIA
Texas
$19.8M +$3.6M +7,539 +22%
EL
755
EQ LLC
Washington
$19.8M +$233K +487 +1%
GF
756
Gimbal Financial
Indiana
$19.7M +$19.7M +41,311 New
WDG
757
Wealth Dimensions Group
Ohio
$19.7M -$200K -418 -1%
SF
758
Summit Financial
New Jersey
$19.6M -$861K -1,803 -4%
PIAS
759
PCA Investment Advisory Services
Ohio
$19.6M +$86.9K +182 +0.4%
CG
760
Cynosure Group
Utah
$19.5M +$2.07M +4,312 +12%
DW
761
Durante & Waters
New York
$19.5M +$19.5M +40,746 New
SWMG
762
Sanchez Wealth Management Group
Florida
$19.5M -$135K -283 -0.7%
AA
763
ACT Advisors
North Carolina
$19.4M +$2.43M +5,093 +14%
CC
764
Cadinha & Co
Hawaii
$19.4M +$1.3M +2,726 +7%
SAG
765
SageView Advisory Group
California
$19.3M +$3.51M +7,123 +22%
SS
766
Sunbelt Securities
Texas
$19.3M +$370K +774 +2%
RWMH
767
Riverpoint Wealth Management Holdings
Illinois
$19.2M -$182K -381 -0.9%
DCM
768
Disciplina Capital Management
Tennessee
$19.1M -$898K -1,880 -4%
MWP
769
Moller Wealth Partners
$19.1M +$577K +1,208 +3%
P
770
&Partners
Tennessee
$19.1M +$14.5M +29,556 +314%
WWA
771
WCG Wealth Advisors
Nevada
$19.1M -$5.62M -11,762 -23%
HWA
772
Hilltop Wealth Advisors
North Carolina
$19M +$359K +752 +2%
WC
773
Waterloo Capital
Texas
$19M -$1.31M -2,734 -6%
GVAG
774
Great Valley Advisor Group
Delaware
$19M +$1.24M +2,604 +7%
MFG
775
Monumental Financial Group
Maryland
$19M +$1.28M +2,672 +7%