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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 %
WMA
1426
Wealth Management Associates
New Jersey
$4.06M +$16.2K +34 +0.4%
SEM
1427
Strategic Equity Management
Arizona
$4.04M -$11.4M -23,763 -74%
FNBOO
1428
First National Bank of Omaha
Nebraska
$4.04M
APWM
1429
Atlas Private Wealth Management
New York
$4.03M +$861K +1,802 +27%
PWPS
1430
Pinnacle Wealth Planning Services
Ohio
$4.02M -$12.9K -27 -0.3%
AFS
1431
Access Financial Services
Minnesota
$4.02M -$40.6K -85 -1%
FPTW
1432
Franklin, Parlapiano, Turner & Welch
Texas
$3.99M
SCM
1433
Shorepath Capital Management
Utah
$3.99M +$3.99M +8,346 New
CIA
1434
Compass Ion Advisors
Pennsylvania
$3.98M -$44.4K -93 -1%
Vontobel Holding
1435
Vontobel Holding
Switzerland
$3.98M +$1.82M +3,810 +84%
Kovitz Investment Group Partners
1436
Kovitz Investment Group Partners
Illinois
$3.98M +$71.2K +149 +2%
FFM
1437
Forum Financial Management
Illinois
$3.92M +$39.6K +83 +1%
KL
1438
KWMG LLC
Kansas
$3.92M -$31K -65 -0.8%
APC
1439
Asset Planning Corporation
Tennessee
$3.9M -$24.4K -51 -0.6%
CCP
1440
Clarkston Capital Partners
Michigan
$3.9M +$962K +2,015 +33%
FCB
1441
First County Bank
Connecticut
$3.9M
BMC
1442
Bear Mountain Capital
Washington
$3.89M +$3.89M +8,153 New
VCM
1443
Virtue Capital Management
Tennessee
$3.88M -$1.73M -3,677 -31%
SFG
1444
Summit Financial Group
West Virginia
$3.88M -$42K -88 -1%
EFG
1445
Ehrlich Financial Group
California
$3.85M +$3.85M +8,060 New
RFA
1446
Resurgent Financial Advisors
Georgia
$3.85M -$653K -1,367 -15%
APC
1447
Aspire Private Capital
North Carolina
$3.84M +$383K +802 +11%
SJGA
1448
Stephen J. Garry & Associates
New York
$3.84M +$3.84M +8,038 New
SJIM
1449
St. Johns Investment Management
Florida
$3.83M -$101K -211 -3%
UCMOK
1450
United Capital Management of KS
Kansas
$3.83M -$165K -345 -4%