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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 %
GA
1476
GFS Advisors
Texas
$3.63M +$86K +180 +2%
CPIA
1477
Cornell Pochily Investment Advisors
New York
$3.62M -$51.6K -108 -1%
MFG
1478
Mendota Financial Group
Wisconsin
$3.62M +$2.75M +5,759 +316%
PFBT
1479
Parkside Financial Bank & Trust
Missouri
$3.59M +$901K +1,887 +34%
HBWM
1480
Hollow Brook Wealth Management
New York
$3.58M
QPWM
1481
Quadrant Private Wealth Management
Pennsylvania
$3.56M -$40.1K -84 -1%
AWAU
1482
Alliance Wealth Advisors (Utah)
Utah
$3.55M +$232K +485 +7%
MFG
1483
Magnus Financial Group
New York
$3.55M +$607K +1,270 +21%
JGIA
1484
Jackson Grant Investment Advisers
Connecticut
$3.54M -$21K -44 -0.6%
CC
1485
Cypress Capital
Tennessee
$3.53M +$984K +2,061 +39%
IFS
1486
Intelligent Financial Strategies
Minnesota
$3.52M -$51.6K -108 -1%
SCA
1487
Sage Capital Advisors
South Dakota
$3.52M +$16.7K +35 +0.5%
TWM
1488
Thrive Wealth Management
Pennsylvania
$3.51M +$596K +1,248 +20%
FWA
1489
FSC Wealth Advisors
New York
$3.51M +$2.8M +5,860 +393%
BA
1490
Bridge Advisory
California
$3.5M -$1.8M -3,779 -34%
GA
1491
Geller Advisors
New York
$3.5M -$923K -1,933 -21%
MWM
1492
Marietta Wealth Management
Georgia
$3.5M +$4.78K +10 +0.1%
PA
1493
PSI Advisors
Florida
$3.49M -$481K -1,007 -12%
NC
1494
NovaPoint Capital
Georgia
$3.49M +$43K +90 +1%
HIF
1495
Hill Island Financial
Michigan
$3.49M +$2.45M +5,123 +235%
WCM
1496
Wealthcare Capital Management
Virginia
$3.48M -$1.5M -3,149 -30%
RIM
1497
Redwood Investment Management
Arizona
$3.48M -$355K -743 -9%
CAMG
1498
CWA Asset Management Group
Florida
$3.46M +$1.67M +3,492 +93%
FC
1499
Forte Capital
New York
$3.46M -$99.3K -208 -3%
LWM
1500
Lakeridge Wealth Management
Ohio
$3.45M +$3.45M +7,232 New