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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 %
SIM
826
Stratos Investment Management
Ohio
$16.5M -$50.6K -106 -0.3%
PFA
827
Pure Financial Advisors
California
$16.4M +$3.89M +8,147 +31%
TC
828
TAGStone Capital
North Carolina
$16.4M +$97K +203 +0.6%
NIWA
829
New Insight Wealth Advisors
California
$16.4M +$16.4M +34,312 New
HC
830
Hoese & Co
Minnesota
$16.3M -$73.8K -161 -0.5%
AWM
831
Abound Wealth Management
Tennessee
$16.2M +$42.5K +89 +0.3%
NFG
832
Nadler Financial Group
Illinois
$16.2M -$82.6K -173 -0.5%
RIA
833
Richwood Investment Advisors
Ohio
$16.2M -$191K -400 -1%
KDA
834
Kraft Davis & Associates
Missouri
$16.1M +$1.92M +3,927 +14%
SFG
835
Sovereign Financial Group
Connecticut
$16.1M +$1.15M +2,404 +8%
GG
836
GenWealth Group
New Jersey
$16.1M -$895K -1,874 -5%
SCA
837
Southern Capital Advisors
Tennessee
$16M +$237K +496 +2%
MPWT
838
MassMutual Private Wealth & Trust
Connecticut
$16M +$5.03M +10,535 +46%
BRM
839
Boston Research & Management
Massachusetts
$16M -$171K -357 -1%
NGA
840
Naples Global Advisors
Florida
$16M +$2.43M +5,095 +18%
FB
841
Fulton Bank
Pennsylvania
$15.9M +$4.49M +9,392 +39%
BFS
842
Bradley Foster & Sargent
Connecticut
$15.9M -$877K -1,836 -5%
TCA
843
Transcend Capital Advisors
New Jersey
$15.9M +$778K +1,629 +5%
KWM
844
Kingsview Wealth Management
Oregon
$15.7M +$675K +1,414 +4%
AWA
845
Arete Wealth Advisors
Illinois
$15.7M +$9.43M +19,739 +149%
CWM
846
Congress Wealth Management
Massachusetts
$15.6M +$5.37M +11,240 +52%
WWM
847
Western Wealth Management
Colorado
$15.6M -$179K -375 -1%
TGCMU
848
Titan Global Capital Management USA
New York
$15.6M +$2.15M +4,504 +16%
IMRF
849
Illinois Municipal Retirement Fund
Illinois
$15.5M +$4.83M +10,122 +45%
VWWMG
850
Vermillion & White Wealth Management Group
Pennsylvania
$15.5M +$15.5M +32,471 New