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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 %
IWMWV
901
Ironwood Wealth Management (West Virginia)
West Virginia
$13.8M -$120K -251 -0.9%
CIAS
902
CBIZ Investment Advisory Services
Ohio
$13.7M +$1.71M +3,528 +14%
UCB
903
United Community Bank
South Carolina
$13.7M -$192K -401 -1%
PWMG
904
Provence Wealth Management Group
California
$13.7M -$1.66M -3,477 -11%
BWM
905
BCGM Wealth Management
Indiana
$13.7M -$133K -279 -1%
EWMCB
906
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$13.7M -$7.09M -14,853 -34%
FAM
907
Frontier Asset Management
Wyoming
$13.6M -$626K -1,311 -4%
FTIS
908
First Trust Investment Solutions
Florida
$13.6M +$13.6M +28,508 New
SGCA
909
Steel Grove Capital Advisors
Tennessee
$13.6M -$872K -1,826 -6%
LI
910
Louisbourg Investments
New Brunswick, Canada
$13.5M +$13.5M +30,410 New
IDBONY
911
Israel Discount Bank of New York
New York
$13.5M -$1.36M -2,843 -9%
LAS
912
Lloyd Advisory Services
Georgia
$13.5M +$13.5M +28,183 New
CTA
913
Chesley Taft & Associates
Illinois
$13.5M -$1.69M -3,543 -11%
HR
914
Hardy Reed
Mississippi
$13.4M -$3.5M -7,336 -21%
FTUS
915
Flow Traders U.S.
New York
$13.4M +$13.4M +28,065 New
MSAM
916
Moloney Securities Asset Management
Missouri
$13.4M -$5.98M -12,510 -31%
BFM
917
Broadview Financial Management
Wisconsin
$13.4M -$318K -666 -2%
FW
918
Fairway Wealth
Ohio
$13.3M +$13.3M +27,909 New
PCM
919
Parsons Capital Management
Rhode Island
$13.3M +$470K +983 +4%
AWM
920
Axxcess Wealth Management
California
$13.2M +$587K +1,229 +5%
SWM
921
Sanctuary Wealth Management
Idaho
$13.2M +$13.2M +27,731 New
FFW
922
Fusion Family Wealth
New York
$13.2M +$900K +1,885 +7%
FWP
923
Firethorn Wealth Partners
Georgia
$13.2M +$1.16M +2,429 +10%
PGWM
924
Parisi Gray Wealth Management
New Jersey
$13.2M +$688K +1,441 +6%
BOSSRA
925
B.O.S.S. Retirement Advisors
Utah
$13.2M -$381K -797 -3%