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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 %
SFC
1601
Sprinkle Financial Consultants
Colorado
$2.86M +$2.86M +5,990 New
FP
1602
Financial Perspectives
Minnesota
$2.86M +$10.5K +22 +0.4%
LA
1603
LM Advisors
California
$2.86M +$2.86M +5,983 New
WF
1604
Warner Financial
Maryland
$2.85M +$12.9K +27 +0.5%
BSWA
1605
Bromfield Sneider Wealth Advisors
Massachusetts
$2.83M +$10K +21 +0.4%
SF
1606
Symphony Financial
Texas
$2.83M +$35.3K +74 +1%
CSIC
1607
Clifford Swan Investment Counsel
California
$2.82M
LSA
1608
Lion Street Advisors
Texas
$2.82M -$105K -220 -4%
AUB
1609
Atlantic Union Bankshares
Virginia
$2.81M -$6.69K -14 -0.2%
QCM
1610
QRG Capital Management
Illinois
$2.81M +$930K +1,947 +49%
RBC
1611
Romano Brothers & Co
Illinois
$2.81M -$336K -704 -11%
FBFS
1612
First Business Financial Services
Wisconsin
$2.81M -$231K -483 -8%
BBP
1613
Banco BTG Pactual
Brazil
$2.8M +$2.8M +5,853 New
CFA
1614
Cahill Financial Advisors
Minnesota
$2.8M +$92.7K +194 +3%
TP
1615
Tranquility Partners
Tennessee
$2.8M -$356K -746 -11%
BMWM
1616
Brown Miller Wealth Management
Virginia
$2.8M +$94.1K +197 +3%
VNA
1617
Valley National Advisers
Pennsylvania
$2.79M +$2.57M +5,375 +1,132%
HWM
1618
Hohimer Wealth Management
Washington
$2.79M +$858K +1,796 +44%
CF
1619
Corrigan Financial
Rhode Island
$2.77M +$16.7K +35 +0.6%
SFWA
1620
Summit Financial Wealth Advisors
Louisiana
$2.77M
ICM
1621
Islay Capital Management
Texas
$2.76M +$1.03M +2,148 +59%
CL
1622
COWA LLC
Oklahoma
$2.76M +$34.4K +72 +1%
GFPC
1623
Global Financial Private Client
Florida
$2.76M +$150K +314 +6%
RWMG
1624
Redwood Wealth Management Group
New Jersey
$2.76M -$4.78K -10 -0.2%
ME
1625
McIlrath & Eck
Washington
$2.75M -$37.3K -78 -1%