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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 %
BIP
801
Blueprint Investment Partners
North Carolina
$17.6M +$7.13M +14,921 +68%
FCP
802
Fidelis Capital Partners
Florida
$17.5M +$12.2M +25,611 +234%
AF
803
Advisornet Financial
Minnesota
$17.4M +$7.08M +14,818 +68%
AWM
804
Avaii Wealth Management
Wisconsin
$17.4M +$1.77M +3,696 +11%
GWM
805
GSB Wealth Management
Connecticut
$17.3M +$131K +275 +0.8%
PGFC
806
Peapack-Gladstone Financial Corp
New Jersey
$17.2M +$1.34M +2,814 +8%
CWA
807
Continuum Wealth Advisors
New York
$17.2M +$8.31M +17,402 +93%
SCA
808
Sandy Cove Advisors
Massachusetts
$17.2M +$6.91M +14,465 +67%
BMM
809
Buffington Mohr McNeal
Idaho
$17.1M +$2.1M +4,398 +14%
HSWM
810
Hubbell Strickland Wealth Management
Louisiana
$17.1M +$166K +347 +1%
UOWF
811
University of Wisconsin Foundation
Wisconsin
$17.1M -$50.1M -104,790 -75%
LA
812
Lynch & Associates
Indiana
$16.9M -$35.3K -74 -0.2%
MAG
813
MRA Advisory Group
New Jersey
$16.8M +$11.7M +24,555 +230%
MSWMA
814
Market Street Wealth Management Advisors
Indiana
$16.8M -$27.6M -57,721 -62%
CAC
815
Certified Advisory Corp
Florida
$16.7M -$84.9M -177,807 -84%
FNT
816
First National Trust
Pennsylvania
$16.7M -$942K -1,973 -5%
Treasurer of the State of North Carolina
817
Treasurer of the State of North Carolina
North Carolina
$16.7M -$644K -1,349 -4%
SF
818
SWP Financial
California
$16.7M +$16.7M +34,972 New
BFG
819
Bleakley Financial Group
New Jersey
$16.7M +$70.7K +148 +0.4%
SW
820
Simplicity Wealth
New Jersey
$16.7M +$4.87M +10,203 +41%
PCM
821
Pennsylvania Capital Management
Pennsylvania
$16.7M +$384K +805 +2%
OWA
822
One Wealth Advisors
California
$16.7M +$562K +1,176 +3%
HWA
823
HCR Wealth Advisors
California
$16.6M +$4.84M +10,127 +41%
BNP Paribas Financial Markets
824
BNP Paribas Financial Markets
France
$16.6M +$4.49M +9,403 +37%
Susquehanna International Group
825
Susquehanna International Group
Pennsylvania
$16.5M +$11M +22,979 +197%