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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 %
WWM
926
Wiser Wealth Management
Georgia
$13.2M +$1.61M +3,422 +14%
TNB
927
Thomasville National Bank
Georgia
$13.2M -$1.27M -2,651 -9%
LFS
928
Lutz Financial Services
Nebraska
$13.1M +$641K +1,343 +5%
TMWM
929
Taylor & Morgan Wealth Management
Michigan
$13.1M +$918K +1,923 +8%
HCM
930
Highview Capital Management
Illinois
$13M -$346K -724 -3%
MWM
931
Mosley Wealth Management
California
$13M +$13M +27,256 New
ICG
932
InterOcean Capital Group
Tennessee
$12.9M -$1.41M -2,960 -10%
BWCS
933
Beirne Wealth Consulting Services
Connecticut
$12.8M -$3.4M -7,103 -21%
PFG
934
Pacific Financial Group
Washington
$12.8M -$67.8K -142 -0.5%
BCA
935
Bay Colony Advisors
Massachusetts
$12.8M +$2.56M +5,352 +25%
JFA
936
JNBA Financial Advisors
Minnesota
$12.8M +$8.35M +17,491 +187%
LSAG
937
Lake Street Advisors Group
New Hampshire
$12.8M -$1.49M -3,128 -10%
CBFP
938
Cedar Brook Financial Partners
Ohio
$12.8M -$722K -1,509 -5%
FC
939
Fulcrum Capital
Washington
$12.7M +$556K +1,165 +5%
PCP
940
Proficio Capital Partners
Massachusetts
$12.7M +$703K +1,472 +6%
PVI
941
Pine Valley Investments
New Jersey
$12.7M +$1.08M +2,251 +9%
TW
942
Transform Wealth
Colorado
$12.7M +$6.02M +12,595 +91%
OCM
943
Objective Capital Management
Ohio
$12.6M +$527K +1,103 +4%
DC
944
Destiny Capital
Colorado
$12.6M +$12.6M +26,342 New
CC
945
Copperleaf Capital
North Carolina
$12.5M +$339K +710 +3%
WEG
946
World Equity Group
Illinois
$12.5M +$1.16M +2,430 +10%
SFFS
947
Stonehage Fleming Financial Services
Jersey
$12.5M -$406K -850 -3%
GAM
948
Gould Asset Management
California
$12.5M -$80.2K -168 -0.6%
FFS
949
Founders Financial Securities
Maryland
$12.5M +$361K +756 +3%
TPWA
950
TRUE Private Wealth Advisors
Oregon
$12.5M -$79.8K -167 -0.6%