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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 %
GWM
1501
Gitterman Wealth Management
New Jersey
$3.45M +$2.39K +5 +0.1%
AA
1502
Auxano Advisors
Washington
$3.44M +$1.43K +3 +0%
Jane Street
1503
Jane Street
New York
$3.43M +$3.17M +6,636 +1,207%
GAM
1504
Gemmer Asset Management
California
$3.43M +$124K +259 +4%
WWP
1505
WR Wealth Planners
Missouri
$3.43M -$409K -856 -11%
PSA
1506
Plum Street Advisors
Louisiana
$3.41M +$3.41M +7,149 New
FWI
1507
Facet Wealth Inc
Maryland
$3.41M -$48.1K -97 -1%
RA
1508
Ruggaard & Associates
Ohio
$3.41M +$194K +406 +6%
DIA
1509
Dana Investment Advisors
Wisconsin
$3.41M +$1.95M +4,077 +133%
TFP
1510
Triune Financial Partners
Kansas
$3.41M -$60.7K -127 -2%
VWM
1511
Valley Wealth Managers
New Jersey
$3.41M -$9.55K -20 -0.3%
AWA
1512
Aaron Wealth Advisors
Illinois
$3.4M +$167K +350 +5%
Qube Research & Technologies (QRT)
1513
Qube Research & Technologies (QRT)
United Kingdom
$3.4M -$1.54M -3,228 -31%
AA
1514
Aufman Associates
Pennsylvania
$3.39M +$78.8K +165 +2%
NEPWA
1515
New England Private Wealth Advisors
Massachusetts
$3.38M +$15.3K +32 +0.5%
RF
1516
RHS Financial
California
$3.37M +$165K +346 +5%
PCS
1517
Personal CFO Solutions
New Jersey
$3.37M +$257K +537 +8%
MFG
1518
MidWestOne Financial Group
Iowa
$3.36M +$1.18M +2,474 +54%
ITB
1519
Idaho Trust Bank
Idaho
$3.36M -$797K -1,669 -19%
MPI
1520
Mairs & Power Inc
Minnesota
$3.36M -$292K -612 -8%
CWA
1521
Canvas Wealth Advisors
Kansas
$3.35M +$204K +426 +6%
SWP
1522
Summit Wealth Partners
Florida
$3.34M +$103K +215 +3%
OPWM
1523
Oakwell Private Wealth Management
Texas
$3.33M
LC
1524
Lindbrook Capital
California
$3.32M +$223K +466 +7%
FB
1525
First Bancorp
Maine
$3.32M -$50.6K -106 -2%