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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 %
KFGK
1401
Keystone Financial Group (Kentucky)
Kentucky
$4.28M -$71.2K -149 -2%
MCM
1402
Mitchell Capital Management
Kansas
$4.27M +$21K +44 +0.5%
BBPWM
1403
Blue Bell Private Wealth Management
Pennsylvania
$4.26M +$1M +2,098 +31%
FG
1404
Fiduciary Group
Georgia
$4.26M -$78.8K -165 -2%
SI
1405
Stephens Inc
Arkansas
$4.24M +$122K +255 +3%
VAM
1406
Verity Asset Management
North Carolina
$4.24M -$35.8K -75 -0.8%
SIC
1407
Shoker Investment Counsel
Ohio
$4.23M -$1.36M -2,840 -24%
BFW
1408
Brady Family Wealth
Missouri
$4.23M +$162K +339 +4%
SAM
1409
S.A. Mason
Michigan
$4.22M -$9.55K -20 -0.2%
PAM
1410
Peak Asset Management
Colorado
$4.2M -$29.6K -62 -0.7%
BPC
1411
Banque Pictet & Cie
Switzerland
$4.2M -$169K -353 -4%
TCG
1412
Transcendent Capital Group
Oklahoma
$4.19M +$4.19M +8,777 New
VF
1413
Vawter Financial
Ohio
$4.19M +$248K +520 +6%
BFA
1414
Beacon Financial Advisory
Ohio
$4.17M -$153K -321 -4%
ACG
1415
Allen Capital Group
Nebraska
$4.17M +$42.5K +89 +1%
CWP
1416
Curated Wealth Partners
California
$4.17M +$1.07M +2,242 +35%
MSAGDF
1417
Moneda SA Administradora General de Fondos
Chile
$4.16M -$485K -1,015 -10%
PWA
1418
Peterson Wealth Advisors
Utah
$4.15M -$257K -538 -6%
SSWG
1419
Seven Springs Wealth Group
Tennessee
$4.13M -$54.9K -115 -1%
RMAM
1420
Raab & Moskowitz Asset Management
New Jersey
$4.12M -$83.1K -174 -2%
PJSIMP
1421
P.J. Schmidt Investment Management (PJS)
Wisconsin
$4.11M +$465K +949 +13%
DWP
1422
Daymark Wealth Partners
Ohio
$4.1M -$226K -473 -5%
PFWA
1423
Paces Ferry Wealth Advisors
Georgia
$4.1M +$67.8K +142 +2%
ZIC
1424
ZWJ Investment Counsel
Georgia
$4.09M -$46.8K -98 -1%
NW
1425
NewEdge Wealth
Pennsylvania
$4.06M -$325K -680 -7%