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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 %
FA
1651
Forefront Analytics
Pennsylvania
$2.65M -$37.7K -79 -1%
ACA
1652
Ackerman Capital Advisors
Texas
$2.63M +$411K +860 +18%
IF
1653
Intrua Financial
Texas
$2.63M -$21.5K -45 -0.8%
SCM
1654
Schnieders Capital Management
California
$2.63M -$131K -275 -5%
PA
1655
Pineridge Advisors
Missouri
$2.62M +$2.62M +5,494 New
WE
1656
Wealth Effects
Massachusetts
$2.62M +$120K +251 +5%
NAM
1657
NorthCrest Asset Manangement
Minnesota
$2.61M -$20.8M -43,577 -89%
LWM
1658
Lyell Wealth Management
California
$2.6M -$238K -498 -8%
TWP
1659
TFO Wealth Partners
Ohio
$2.6M +$25.3K +53 +1%
CRI
1660
Colonial River Investments
Virginia
$2.6M +$2.6M +5,435 New
CWM
1661
Castle Wealth Management
Florida
$2.59M -$267K -558 -9%
HCA
1662
Harbour Capital Advisors
Virginia
$2.59M -$75.4K -160 -3%
JWM
1663
JGP Wealth Management
Oregon
$2.58M +$821K +1,718 +47%
LFP
1664
Leeward Financial Partners
Washington
$2.58M +$78.3K +164 +3%
AB
1665
Atlas Brown
Kentucky
$2.58M +$258K +541 +11%
CFD
1666
Creative Financial Designs
Indiana
$2.57M +$714K +1,495 +38%
MGW
1667
MB Generational Wealth
Washington
$2.57M +$2.57M +5,388 New
AP
1668
Appleton Partners
Massachusetts
$2.57M +$33K +69 +1%
ACM
1669
Alpha Capital Management
Texas
$2.57M +$2.29M +4,790 +819%
CWM
1670
Centric Wealth Management
Illinois
$2.56M +$22.3K +45 +0.9%
GIA
1671
Goodwin Investment Advisory
Georgia
$2.55M -$907K -1,899 -26%
AWM
1672
Ameliora Wealth Management
Switzerland
$2.54M +$2.43M +5,092 +2,176%
CWG
1673
Crown Wealth Group
North Carolina
$2.54M +$22K +46 +0.9%
CFA
1674
CWS Financial Advisors
Michigan
$2.54M +$2.39K +5 +0.1%
SWM
1675
StoneCrest Wealth Management
Arizona
$2.54M +$2.54M +5,308 New