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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 %
SFI
1226
SPC Financial Inc
Maryland
$6.38M +$1.1M +2,298 +21%
WWC
1227
Waypoint Wealth Counsel
Georgia
$6.36M -$14.8K -31 -0.2%
TWA
1228
TCI Wealth Advisors
Arizona
$6.34M -$107K -224 -2%
SIC
1229
Sterling Investment Counsel
New York
$6.34M -$313K -656 -5%
PMFA
1230
Plante Moran Financial Advisors
Michigan
$6.33M +$333K +697 +6%
FFB
1231
First Financial Bankshares
Texas
$6.32M +$6.32M +13,237 New
SFP
1232
Sterling Financial Planning
New Jersey
$6.31M +$64K +134 +1%
QC
1233
Quent Capital
New York
$6.29M
CIC
1234
Carnegie Investment Counsel
Ohio
$6.28M -$1.38M -2,883 -18%
HSA
1235
HBK Sorce Advisory
Pennsylvania
$6.28M -$3.73M -7,802 -37%
BW
1236
BIP Wealth
Georgia
$6.21M -$53.5K -112 -0.9%
MWM
1237
Mission Wealth Management
California
$6.2M +$750K +1,571 +14%
SC
1238
Sapient Capital
Indiana
$6.19M +$6.19M +12,967 New
SWP
1239
Semus Wealth Partners
Florida
$6.19M +$402K +841 +7%
Calamos Advisors
1240
Calamos Advisors
Illinois
$6.18M +$818K +1,712 +15%
GAG
1241
GM Advisory Group
New York
$6.15M +$478 +1 +0%
BWA
1242
BCU Wealth Advisors
Illinois
$6.13M +$6.13M +12,834 New
GA
1243
GSG Advisors
New Jersey
$6.12M +$1.27M +2,686 +26%
BP
1244
BBR Partners
New York
$6.12M +$81.2K +170 +1%
LSPW
1245
Lake Street Private Wealth
Illinois
$6.11M -$44.4K -93 -0.7%
AFP
1246
Ausdal Financial Partners
Iowa
$6.11M -$96.5K -202 -2%
WPC
1247
Wedmont Private Capital
Pennsylvania
$6.11M -$121K -254 -2%
EFN
1248
Equita Financial Network
Pennsylvania
$6.09M -$201K -421 -3%
MCM
1249
MidAtlantic Capital Management
Virginia
$6.08M +$6.08M +12,721 New
CF
1250
Centaurus Financial
California
$6.06M -$2.39M -5,011 -28%