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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 %
SPWM
1176
Spartan Planning & Wealth Management
North Carolina
$7.33M +$4.09M +8,555 +126%
CPA
1177
Cardiff Park Advisors
California
$7.31M +$32.5K +68 +0.4%
IW
1178
Instrumental Wealth
Florida
$7.24M -$179K -367 -2%
EWM
1179
Empirical Wealth Management
Washington
$7.23M +$362K +757 +5%
LCWP
1180
Legacy Capital Wealth Partners
Arkansas
$7.21M -$288K -602 -4%
SWP
1181
Strategic Wealth Partners
Ohio
$7.2M -$65K -136 -0.9%
SWA
1182
Sax Wealth Advisors
New Jersey
$7.19M -$88.4K -185 -1%
CFC
1183
Client First Capital
California
$7.13M -$801K -1,677 -10%
GP
1184
Geneva Partners
Wisconsin
$7.13M +$240K +503 +3%
CIC
1185
Cutler Investment Counsel
Oregon
$7.12M +$1.57M +3,281 +28%
JIP
1186
Jaffetilchin Investment Partners
Florida
$7.01M -$51.6K -108 -0.7%
9WM
1187
9258 Wealth Management
Ohio
$6.99M -$292K -612 -4%
HWMA
1188
Heritage Wealth Management (Arizona)
Arizona
$6.96M +$6.96M +14,580 New
AEPWM
1189
Atlantic Edge Private Wealth Management
Florida
$6.93M +$6.93M +14,515 New
CWP
1190
Cyndeo Wealth Partners
Florida
$6.92M +$3.48M +7,280 +101%
WAOI
1191
Wealth Advisors of Iowa
Iowa
$6.9M -$42K -88 -0.6%
TWP
1192
Tempus Wealth Planning
California
$6.89M +$585K +1,225 +9%
GFG
1193
Goldstone Financial Group
Illinois
$6.89M +$1.08M +2,254 +19%
I2I
1194
Insight 2811 Inc
Illinois
$6.87M +$727K +1,523 +12%
EFH
1195
Eaton Financial Holdings
Florida
$6.87M +$512K +1,072 +8%
CP
1196
Coho Partners
Pennsylvania
$6.85M +$6.85M +14,338 New
DIM
1197
Delta Investment Management
California
$6.81M +$2.74M +5,743 +67%
DA
1198
Doliver Advisors
Texas
$6.79M -$33.4K -70 -0.5%
BFS
1199
Bare Financial Services
Pennsylvania
$6.77M +$6.77M +14,173 New
BBWP
1200
Beacon Bridge Wealth Partners
Pennsylvania
$6.75M +$725K +1,517 +12%