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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 %
MAM
1576
Madison Asset Management
Wisconsin
$3.05M +$52.1K +109 +2%
RG
1577
Retirement Group
California
$3.03M -$202K -422 -6%
SCG
1578
Sonata Capital Group
Washington
$3.02M
OLVIG
1579
Oliver Lagore Vanvalin Investment Group
Michigan
$3.02M -$181K -380 -6%
EF
1580
Empowered Funds
Pennsylvania
$3M +$1.31M +2,737 +77%
WFMPM
1581
Woodley Farra Manion Portfolio Management
Indiana
$3M -$170K -356 -5%
TCPWM
1582
Traverso Chambers Private Wealth Management
California
$3M -$11K -23 -0.4%
TCM
1583
Traynor Capital Management
Pennsylvania
$2.97M +$302K +633 +11%
PFSC
1584
Peoples Financial Services Corp
Pennsylvania
$2.97M -$23.9K -50 -0.8%
NRC
1585
New Republic Capital
North Carolina
$2.96M +$1.06M +2,221 +56%
ZF
1586
Zega Financial
Florida
$2.96M +$2.96M +6,198 New
SWM
1587
Sterling Wealth Management
Illinois
$2.96M +$2.96M +6,192 New
RFG
1588
REAP Financial Group
Texas
$2.96M +$2.96M +6,189 New
AWM
1589
Arista Wealth Management
Nevada
$2.92M +$10.5K +22 +0.4%
PTP
1590
Platform Technology Partners
New York
$2.91M +$552K +1,096 +23%
GAA
1591
Guardian Asset Advisors
Pennsylvania
$2.91M +$2.91M +6,093 New
NWMG
1592
National Wealth Management Group
Ohio
$2.91M +$510K +1,068 +21%
AIA
1593
Arcadia Investment Advisors
Idaho
$2.9M -$37.7K -79 -1%
AIM
1594
Arcadia Investment Management
Michigan
$2.9M -$16.7K -35 -0.6%
JPWM
1595
Jamison Private Wealth Management
Georgia
$2.9M +$148K +310 +5%
AFO
1596
Allie Family Office
Florida
$2.89M +$1.28M +2,621 +79%
RG
1597
Rathbones Group
United Kingdom
$2.89M -$267K -560 -8%
WAM
1598
WNY Asset Management
New York
$2.87M +$566K +1,185 +25%
FWP
1599
FAS Wealth Partners
Kansas
$2.87M -$191K -400 -6%
MAG
1600
M3 Advisory Group
Massachusetts
$2.86M +$2.86M +5,994 New