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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 %
MOS
1126
MGO One Seven
Ohio
$8.31M +$795K +1,665 +11%
YIA
1127
YHB Investment Advisors
Connecticut
$8.3M +$71.2K +149 +0.9%
AC
1128
Avestar Capital
New York
$8.3M -$793K -1,661 -9%
IAG
1129
Investment Advisory Group
Massachusetts
$8.29M +$189K +395 +2%
Betterment LLC
1130
Betterment LLC
New York
$8.29M +$267K +558 +3%
LIM
1131
Leavell Investment Management
Alabama
$8.26M -$1.14M -2,394 -12%
4FG
1132
4Thought Financial Group
New York
$8.14M -$8.16M -17,083 -50%
SL
1133
Salomon & Ludwin
Virginia
$8.12M
PPC
1134
Park Place Capital
Alabama
$8.12M -$374K -782 -4%
CAM
1135
Congress Asset Management
Massachusetts
$8.12M +$5.4M +11,298 +198%
BWM
1136
Boyd Wealth Management
California
$8.12M -$73.6K -154 -0.9%
FW
1137
Fidato Wealth
Ohio
$8.11M +$8.11M +16,984 New
MWM
1138
Merriman Wealth Management
Washington
$8.09M -$662K -1,386 -8%
MWM
1139
MinichMacGregor Wealth Management
New York
$8.07M +$6.03M +12,620 +295%
RDWM
1140
Red Door Wealth Management
Tennessee
$8.04M -$551K -1,153 -6%
RWI
1141
Red Wave Investments
Pennsylvania
$8M -$238K -499 -3%
ES
1142
Eagle Strategies
New York
$8M +$97.4K +204 +1%
VCA
1143
Verdence Capital Advisors
Maryland
$7.9M +$241K +505 +3%
AF
1144
Apollon Financial
South Carolina
$7.87M +$7.87M +16,472 New
NRG
1145
Nemes Rush Group
Michigan
$7.86M +$7.3M +15,277 +1,289%
MCM
1146
Manchester Capital Management
Vermont
$7.83M +$7.47M +15,635 +2,052%
AWG
1147
Altus Wealth Group
Colorado
$7.83M +$183K +384 +2%
WP
1148
WMS Partners
Maryland
$7.81M -$46.8K -98 -0.6%
KWA
1149
Kingswood Wealth Advisors
California
$7.81M +$1.89M +3,949 +32%
BWP
1150
Baldwin Wealth Partners
Massachusetts
$7.8M -$27.2K -57 -0.3%