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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 %
NVCHI
876
New Vernon Capital Holdings II
New Jersey
$14.7M -$2.3M -4,821 -14%
PCA
877
Peddock Capital Advisors
Massachusetts
$14.7M +$521K +1,090 +4%
NB
878
Northwest Bancshares
Pennsylvania
$14.6M -$1.42M -2,964 -9%
RWG
879
Regal Wealth Group
California
$14.6M +$7.51K +16 +0.1%
SSW
880
Smith Shellnut Wilson
Mississippi
$14.6M -$111K -232 -0.8%
VP
881
Verum Partners
North Carolina
$14.5M -$1.52M -3,172 -9%
GBT
882
Grove Bank & Trust
Florida
$14.5M +$1.43M +2,997 +11%
WCFA
883
Walkner Condon Financial Advisors
Wisconsin
$14.4M +$803K +1,681 +6%
MWM
884
Meridian Wealth Management
Kentucky
$14.4M -$11.7M -24,399 -45%
AFS
885
Axiom Financial Strategies
Indiana
$14.4M -$71.6K -150 -0.5%
SC
886
Stephenson & Company
California
$14.4M +$14.4M +30,135 New
AL
887
ADE LLC
Maryland
$14.3M -$239K -500 -2%
MWP
888
Madison Wealth Partners
Wisconsin
$14.2M +$620K +1,298 +5%
RFP
889
RCS Financial Planning
Maryland
$14.2M +$4.6M +9,630 +48%
MFT
890
Moisand Fitzgerald Tamayo
Florida
$14.2M -$461K -966 -3%
AWMG
891
Alliance Wealth Management Group
New Jersey
$14.2M +$14.2M +29,684 New
YAVAPFMC
892
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$14.2M +$14.2M +29,650 New
AA
893
AlphaMark Advisors
Kentucky
$14.1M -$1.27M -2,657 -8%
SC
894
Sierra Capital
Florida
$14.1M -$826K -1,730 -6%
GKWIM
895
Gerber Kawasaki Wealth & Investment Management
California
$14M +$4.15M +8,691 +42%
GWP
896
Gateway Wealth Partners
Wisconsin
$14M +$3.64M +7,628 +35%
CIP
897
Capital Insight Partners
Arizona
$13.9M +$107K +225 +0.8%
FFO
898
Fortitude Family Office
Arizona
$13.9M +$13.9M +29,155 New
JWM
899
Jackson Wealth Management
Florida
$13.8M -$3.53M -7,389 -20%
PWM
900
Praetorian Wealth Management
California
$13.8M +$478K +1,000 +4%