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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 %
LC
1751
Lincoln Capital
Nebraska
$2.22M +$4.78K +10 +0.2%
LWANC
1752
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.21M -$19.6K -41 -0.9%
GIA
1753
GHP Investment Advisors
Colorado
$2.21M +$8.12K +17 +0.4%
WI
1754
Wedgewood Investors
Pennsylvania
$2.2M -$95.5K -200 -4%
SWA
1755
SOA Wealth Advisors
New York
$2.2M -$11.5K -24 -0.5%
FWA
1756
FSM Wealth Advisors
Ohio
$2.2M +$2.87K +6 +0.1%
APW
1757
Austin Private Wealth
Texas
$2.18M +$14.3K +30 +0.7%
PMG
1758
ProVise Management Group
Florida
$2.18M -$33K -69 -1%
AWM
1759
Aprio Wealth Management
Georgia
$2.17M -$38.2K -80 -2%
OWP
1760
Obermeyer Wealth Partners
Colorado
$2.17M -$25.3K -53 -1%
KCPG
1761
Kavar Capital Partners Group
Kansas
$2.17M -$97.9K -205 -4%
GWA
1762
Gratus Wealth Advisors
Virginia
$2.16M +$2.16M +4,521 New
FGA
1763
Fortis Group Advisors
New Jersey
$2.15M +$44.3K +107 +2%
GJIA
1764
Glass Jacobson Investment Advisors
Maryland
$2.15M +$75.5K +158 +4%
SIS
1765
Strategic Investment Solutions
Illinois
$2.15M -$15.7M -32,852 -88%
MIIM
1766
Mesirow Institutional Investment Management
Illinois
$2.14M +$18.2K +38 +0.9%
CA
1767
CapWealth Advisors
Tennessee
$2.14M -$81.2K -170 -4%
KBFS
1768
Kohmann Bosshard Financial Services
Ohio
$2.13M +$66.9K +140 +3%
CFB
1769
Cullen/Frost Bankers
Texas
$2.12M -$244K -511 -10%
PWW
1770
Pettyjohn Wood & White
Virginia
$2.11M +$43K +90 +2%
BCM
1771
Brookmont Capital Management
Texas
$2.1M +$629K +1,316 +43%
PPWP
1772
Premier Path Wealth Partners
New Jersey
$2.09M +$2.09M +4,378 New
CB
1773
Cadence Bank
Mississippi
$2.08M -$1.76M -3,691 -46%
RPGK
1774
Retirement Planning Group (Kansas)
Kansas
$2.08M +$140K +294 +7%
ACI
1775
Alpha Cubed Investments
California
$2.08M -$106K -221 -5%