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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 %
HP
1726
Holistic Planning
Texas
$2.32M +$2.32M +4,853 New
PG
1727
Prostatis Group
Maryland
$2.32M +$970K +2,031 +72%
CCA
1728
Cobblestone Capital Advisors
New York
$2.31M +$7.17K +15 +0.3%
IP
1729
Investment Partners
Ohio
$2.31M -$136K -285 -6%
AC
1730
AWM Capital
Arizona
$2.3M -$41.1K -86 -2%
FSC
1731
Full Sail Capital
Oklahoma
$2.29M +$768K +1,607 +50%
ECM
1732
Exchange Capital Management
Michigan
$2.29M -$138K -288 -6%
NC
1733
Napatree Capital
Rhode Island
$2.29M +$2.29M +4,802 New
DC
1734
Darrow Company
Massachusetts
$2.29M -$225K -472 -9%
CBT
1735
CoreFirst Bank & Trust
Kansas
$2.28M +$1.49M +3,128 +189%
EL
1736
Essex LLC
Illinois
$2.27M -$182K -382 -7%
RMC
1737
Resources Management Corp
Connecticut
$2.26M +$27.7K +58 +1%
KSWA
1738
Kathleen S. Wright Associates
Pennsylvania
$2.25M +$98.9K +207 +5%
CFO
1739
Colony Family Offices
North Carolina
$2.24M -$74.5K -156 -3%
CP
1740
Canopy Partners
Ohio
$2.24M +$2.24M +4,688 New
GCM
1741
Gallacher Capital Management
Colorado
$2.24M +$322K +675 +17%
SA
1742
SRH Advisors
Kansas
$2.23M
PWM
1743
PBMares Wealth Management
Virginia
$2.23M -$48.7K -102 -2%
LWA
1744
Lantern Wealth Advisors
New York
$2.23M +$2.23M +4,671 New
SSWM
1745
Smith Salley Wealth Management
North Carolina
$2.23M -$1.2M -2,506 -35%
MRWM
1746
ML&R Wealth Management
Texas
$2.23M +$727K +1,523 +49%
TWM
1747
Tolleson Wealth Management
Texas
$2.22M
SRC
1748
Sage Rhino Capital
California
$2.22M
TA
1749
TrueWealth Advisors
Alabama
$2.22M +$160K +334 +8%
CPG
1750
Cornerstone Planning Group
New Jersey
$2.22M -$1.12M -2,343 -33%