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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 %
GBWM
851
Granite Bay Wealth Management
New Hampshire
$15.5M -$241K -539 -2%
VHAM
852
Van Hulzen Asset Management
California
$15.5M -$9.08K -19 -0.1%
SFG
853
Snider Financial Group
Washington
$15.4M -$214K -449 -1%
GLA
854
Good Life Advisors
Pennsylvania
$15.4M -$155K -324 -1%
PO
855
Private Ocean
California
$15.3M +$5.21M +10,915 +52%
BPCE
856
Bank Pictet & Cie (Europe)
Germany
$15.2M -$1.54M -3,225 -9%
WCP
857
Wick Capital Partners
Pennsylvania
$15.1M +$5.75M +12,048 +61%
BAM
858
Belpointe Asset Management
Nevada
$15.1M +$6.06M +12,697 +67%
MIA
859
MainStreet Investment Advisors
Illinois
$15.1M -$8.74M -18,309 -37%
SFG
860
StrategIQ Financial Group
Indiana
$15.1M -$180K -376 -1%
PCA
861
Pallas Capital Advisors
Massachusetts
$15.1M -$4.49M -9,401 -23%
PBO
862
Peoples Bank (Ohio)
Ohio
$15M -$312K -653 -2%
CFO
863
CVA Family Office
Colorado
$15M +$428K +897 +3%
ST
864
Sageworth Trust
Pennsylvania
$15M -$666K -1,395 -4%
American Century Companies
865
American Century Companies
Missouri
$14.9M -$134K -280 -0.9%
DC
866
DeDora Capital
California
$14.9M +$2.18M +4,573 +17%
TFM
867
Trademark Financial Management
Minnesota
$14.9M +$14.9M +31,146 New
WJA
868
Willis Johnson & Associates
Texas
$14.9M +$228K +477 +2%
RFG
869
RFP Financial Group
Georgia
$14.9M -$128K -268 -0.9%
JFG
870
JDM Financial Group
Texas
$14.9M -$176K -369 -1%
GWM
871
Gray Wealth Management
Maine
$14.8M -$605K -1,266 -4%
AIM
872
Acropolis Investment Management
Missouri
$14.8M -$74.5K -156 -0.5%
AMG
873
Asset Management Group
Connecticut
$14.8M -$95.5K -200 -0.6%
Retirement Systems of Alabama
874
Retirement Systems of Alabama
Alabama
$14.7M +$5.73K +12 +0%
VWM
875
Venturi Wealth Management
Texas
$14.7M +$677K +1,418 +5%