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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 %
SFPG
1326
Stonebridge Financial Planning Group
Florida
$5.07M -$15.3K -32 -0.3%
CRC
1327
Curi RMB Capital
Illinois
$5.06M -$2.87K -6 -0.1%
WP
1328
WealthSource Partners
California
$5.05M -$1.16M -2,429 -19%
AWA
1329
Arkadios Wealth Advisors
Georgia
$5.04M +$1.7M +3,559 +51%
ASW
1330
Astoria Strategic Wealth
Texas
$5.04M +$37.7K +79 +0.8%
WCWM
1331
Wooster Corthell Wealth Management
Connecticut
$5.04M -$1.8M -3,773 -26%
JJBC
1332
James J. Burns & Company
New York
$5.03M -$153K -321 -3%
BFO
1333
Boston Family Office
Massachusetts
$5.03M -$216K -453 -4%
QCIG
1334
Quad-Cities Investment Group
Iowa
$5.02M +$19.5K +41 +0.4%
AFS
1335
Annapolis Financial Services
Maryland
$5.02M -$982K -2,055 -16%
ACM
1336
Absolute Capital Management
Pennsylvania
$5.01M +$446K +934 +10%
NP
1337
Nilsine Partners
Colorado
$4.98M +$62.6K +131 +1%
WCG
1338
Wall Capital Group
Arizona
$4.98M -$629K -1,316 -11%
WP
1339
Westmount Partners
California
$4.98M -$228K -478 -4%
TSW
1340
Three Seasons Wealth
Utah
$4.97M +$131K +274 +3%
FHC
1341
First Heartland Consultants
Missouri
$4.96M +$475K +995 +11%
MC
1342
Moors & Cabot
Massachusetts
$4.93M +$1.86M +3,900 +61%
BWA
1343
BlueChip Wealth Advisors
Georgia
$4.93M +$4.93M +10,325 New
HB
1344
HTLF Bank
Colorado
$4.92M +$4.92M +10,308 New
LWMNY
1345
Landmark Wealth Management (New York)
New York
$4.88M +$20.1K +42 +0.4%
SFO
1346
Stokes Family Office
Louisiana
$4.87M -$243K -508 -5%
SIC
1347
Salem Investment Counselors
North Carolina
$4.87M +$111K +233 +2%
OSAM
1348
O'Shaughnessy Asset Management
Connecticut
$4.86M -$8.6K -18 -0.2%
SAM
1349
Smithbridge Asset Management
Pennsylvania
$4.85M -$425K -890 -8%
OWA
1350
Outlook Wealth Advisors
Texas
$4.85M -$54.5K -114 -1%