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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 %
NRI
1626
NFP Retirement Inc
California
$2.75M +$80.7K +169 +3%
SWM
1627
SilverOak Wealth Management
Minnesota
$2.75M +$2.75M +5,754 New
ASFA
1628
All Season Financial Advisors
Colorado
$2.75M +$897K +1,877 +48%
GGS
1629
Galvin Gaustad & Stein
Arizona
$2.74M -$45.4K -95 -2%
AIM
1630
Aspen Investment Management
Michigan
$2.72M +$2.39K +5 +0.1%
SFG
1631
Sage Financial Group
Pennsylvania
$2.72M -$1.93M -4,036 -41%
SDWMA
1632
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.72M -$74.5K -156 -3%
CWM
1633
Concentric Wealth Management
California
$2.72M -$7.64K -16 -0.3%
ATWA
1634
Arbor Trust Wealth Advisors
Michigan
$2.72M +$87.9K +184 +3%
IUHSA
1635
Itau Unibanco Holding S.A.
Brazil
$2.71M -$327K -651 -11%
PAM
1636
PVG Asset Management
Colorado
$2.7M -$232K -485 -8%
SSW
1637
Stone Summit Wealth
Florida
$2.69M +$56.8K +119 +2%
PAG
1638
Paladin Advisory Group
Iowa
$2.69M -$86.9K -182 -3%
DWP
1639
Destiny Wealth Partners
Florida
$2.69M -$20.2K -43 -0.7%
WFAG
1640
Worth Financial Advisory Group
North Carolina
$2.69M +$167K +349 +7%
TDWM
1641
Topel & Distasi Wealth Management
California
$2.69M
WPA
1642
West Paces Advisors
Georgia
$2.69M -$69.7K -146 -3%
CHA
1643
Carmichael Hill & Associates
Maryland
$2.69M -$147K -307 -5%
VWM
1644
Vigilare Wealth Management
Arizona
$2.68M -$54.9K -115 -2%
AFA
1645
Arlington Financial Advisors
California
$2.68M -$89.8K -188 -3%
FRA
1646
Frank Rimerman Advisors
California
$2.68M +$75.9K +159 +3%
BDF
1647
Black Diamond Financial
Maryland
$2.68M +$10.5K +22 +0.4%
MIFH
1648
Migdal Insurance & Financial Holdings
Israel
$2.67M -$112K -235 -4%
LWP
1649
Laurel Wealth Planning
Minnesota
$2.66M -$267K -559 -9%
TA
1650
TFB Advisors
Kansas
$2.65M +$2.65M +5,550 New