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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 %
RWM
1776
Rockwood Wealth Management
Pennsylvania
$2.08M +$1.58M +3,312 +319%
TCWM
1777
Total Clarity Wealth Management
Illinois
$2.06M -$171K -358 -8%
EWA
1778
Encompass Wealth Advisors
Oregon
$2.05M +$78.8K +165 +4%
COI
1779
Connable Office Inc
Michigan
$2.05M -$341K -713 -14%
WLPWM
1780
Walled Lake Planning & Wealth Management
Illinois
$2.04M +$43.5K +91 +2%
KAM
1781
Knightsbridge Asset Management
California
$2.04M -$1.91K -4 -0.1%
SMWM
1782
Silvia McColl Wealth Management
California
$2.04M
LFA
1783
LGT Financial Advisors
Texas
$2.04M +$485K +1,015 +31%
PP
1784
Pacifica Partners
Canada
$2.03M +$206K +450 +11%
GFA
1785
Gallagher Fiduciary Advisors
Illinois
$2.03M +$242K +507 +14%
VAG
1786
VisionPoint Advisory Group
Texas
$2.03M +$1.94M +4,071 +2,395%
TVAMP
1787
Tennessee Valley Asset Management Partners
Tennessee
$2.02M +$957K +2,005 +90%
BMO
1788
Beck Mack & Oliver
New York
$2.01M
OCG
1789
Opus Capital Group
Ohio
$2.01M -$93.6K -196 -4%
FDCP
1790
Foster Dykema Cabot & Partners
Massachusetts
$2.01M +$2.01M +4,201 New
VC
1791
Veracity Capital
Georgia
$2M -$394K -825 -16%
TCWA
1792
Turtle Creek Wealth Advisors
Texas
$1.99M +$1.99M +4,159 New
FM
1793
Family Management
New York
$1.98M -$50.1K -105 -2%
AT
1794
Arlington Trust
Alabama
$1.98M -$643K -1,347 -24%
NMG
1795
New Millennium Group
Utah
$1.98M +$1.92M +4,011 +2,949%
NWM
1796
Napa Wealth Management
California
$1.97M +$1.97M +4,133 New
RBFC
1797
Roman Butler Fullerton & Co
Missouri
$1.96M -$78.9K -161 -4%
IAA
1798
Ironsides Asset Advisors
North Carolina
$1.96M
SIA
1799
Strategic Investment Advisors
Michigan
$1.96M +$1.19M +2,484 +154%
LA
1800
Lane & Associates
New Jersey
$1.92M +$239K +500 +14%