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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 %
APW
776
Acima Private Wealth
Virginia
$19M +$2.2M +4,596 +13%
DCM
777
Dimension Capital Management
Florida
$18.9M -$1.83M -3,830 -9%
SIA
778
Soltis Investment Advisors
Utah
$18.8M -$49.7K -104 -0.3%
MTWSIF
779
Mivtachim The Workers Social Insurance Fund
Israel
$18.7M
NAG
780
Northstar Advisory Group
New Jersey
$18.7M +$5.55M +11,613 +42%
MCCA
781
Mill Creek Capital Advisors
Pennsylvania
$18.6M -$1.37M -2,876 -7%
BJL
782
Brighton Jones LLC
Washington
$18.6M +$2.51M +5,260 +16%
PWP
783
PrairieView Wealth Partners
Illinois
$18.6M +$18.6M +38,935 New
MA
784
Marquette Associates
Illinois
$18.5M +$18.5M +32,168 New
NRW
785
Nova R Wealth
Kansas
$18.5M -$187K -391 -1%
MWS
786
Maxwell Wealth Strategies
California
$18.4M +$18.4M +38,554 New
ML
787
McAdam LLC
Pennsylvania
$18.4M +$470K +984 +3%
HI
788
Human Investing
Oregon
$18.4M -$549K -1,149 -3%
PWMAG
789
Pinnacle Wealth Management Advisory Group
New Jersey
$18.3M +$555K +1,162 +3%
EPM
790
Elm Partners Management
Pennsylvania
$18.2M -$2.56M -5,365 -12%
WPW
791
Waldron Private Wealth
Pennsylvania
$18.2M -$1.7M -3,551 -9%
VWA
792
VERITY Wealth Advisors
United States
$18.2M -$74K -155 -0.4%
BFG
793
Beacon Financial Group
Texas
$18M +$10.5M +21,983 +139%
VFPW
794
Vantage Financial Partners (Wisconsin)
Wisconsin
$18M +$5.6M +11,715 +45%
KFA
795
Kapstone Financial Advisors
Ohio
$18M +$772K +1,575 +4%
EW
796
Element Wealth
Mississippi
$17.9M +$2.23M +4,659 +14%
EWM
797
EPG Wealth Management
Georgia
$17.9M +$56.1K +113 +0.3%
DPI
798
Diversified Portfolios Inc
Michigan
$17.7M +$2.01M +4,205 +13%
Bank Julius Baer & Co
799
Bank Julius Baer & Co
Switzerland
$17.6M -$4.38M -9,176 -20%
CFP
800
Cypress Financial Planning
New Jersey
$17.6M -$10.2M -21,694 -37%