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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 %
NPP
1201
New Potomac Partners
Maryland
$6.73M +$1.43K +3 +0%
CWS
1202
Confluence Wealth Services
Pennsylvania
$6.72M +$3.48M +7,279 +107%
CD
1203
Chapin Davis
Maryland
$6.71M +$160K +334 +2%
SGK
1204
Steigerwald Gordon & Koch
Virginia
$6.71M +$303K +634 +5%
TSWM
1205
Tyler-Stone Wealth Management
Ohio
$6.69M +$446K +933 +7%
NG
1206
NatWest Group
United Kingdom
$6.68M
RP
1207
Riverbridge Partners
Minnesota
$6.67M +$5.43M +11,361 +438%
CPC
1208
Congress Park Capital
New York
$6.63M +$1.73M +3,613 +35%
KC
1209
Kingfisher Capital
North Carolina
$6.61M +$3.34K +7 +0.1%
AAS
1210
Annex Advisory Services
Wisconsin
$6.61M +$576K +1,206 +10%
FFG
1211
Foundry Financial Group
New Hampshire
$6.61M +$6.61M +13,830 New
APG
1212
Abacus Planning Group
South Carolina
$6.6M +$7.64K +16 +0.1%
TPI
1213
Trust Point Inc
Wisconsin
$6.58M +$6.58M +13,771 New
SMI
1214
Shelter Mutual Insurance
Missouri
$6.57M
FPCG
1215
Forum Private Client Group
Indiana
$6.55M +$6.55M +13,716 New
LIA
1216
LifePlan Investment Advisors
North Carolina
$6.5M +$1.28M +2,689 +25%
TFS
1217
Thoroughbred Financial Services
Tennessee
$6.47M +$306K +641 +5%
EBA
1218
Eagle Bay Advisors
New York
$6.45M -$10.9M -22,868 -63%
MW
1219
Maia Wealth
Colorado
$6.45M +$6.45M +13,510 New
CAS
1220
Coppell Advisory Solutions
Texas
$6.43M +$4.15M +8,683 +181%
FCC
1221
Flower City Capital
New York
$6.43M -$630K -1,319 -9%
PG
1222
Patten Group
Tennessee
$6.42M +$615K +1,287 +11%
PWG
1223
Portside Wealth Group
Utah
$6.42M -$933K -1,953 -13%
PCM
1224
Princeton Capital Management
New Jersey
$6.41M +$5.54M +11,597 +639%
VCM
1225
Vivaldi Capital Management
Illinois
$6.4M -$373K -751 -6%