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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 %
PP
1826
Patten & Patten
Tennessee
$1.84M -$77.4K -162 -4%
WCWM
1827
Willow Creek Wealth Management
California
$1.84M +$66.4K +139 +4%
IB
1828
Intrust Bank
Kansas
$1.83M -$21K -44 -1%
TW
1829
Traveka Wealth
California
$1.82M +$1.82M +3,812 New
LC
1830
Lavaca Capital
Texas
$1.81M -$4.77M -9,994 -72%
VT
1831
Vise Technologies
New York
$1.81M +$43K +90 +2%
HL
1832
HeadInvest LLC
Maine
$1.81M -$9.08K -19 -0.5%
WFA
1833
Wells Financial Advisors
Massachusetts
$1.81M -$128K -268 -7%
MI
1834
Moneywise Inc
Virginia
$1.8M +$197K +413 +12%
ECA
1835
Elevated Capital Advisors
Utah
$1.8M +$102K +213 +6%
SB
1836
Sunflower Bank
Texas
$1.79M -$17.7K -37 -1%
WRPWM
1837
Werba Rubin Papier Wealth Management
California
$1.79M -$16.7K -35 -0.9%
WSWA
1838
Warren Street Wealth Advisors
California
$1.78M -$66.9K -140 -4%
SCTC
1839
Sanibel Captiva Trust Company
Florida
$1.78M +$1.78M +3,731 New
PIA
1840
Panoramic Investment Advisors
Colorado
$1.78M +$34.9K +73 +2%
OWA
1841
ORBA Wealth Advisors
Illinois
$1.78M +$1.78M +3,718 New
P
1842
Pitcairn
Pennsylvania
$1.77M
BIG
1843
Builder Investment Group
Georgia
$1.77M
OA
1844
Operose Advisors
Wisconsin
$1.77M +$338K +707 +24%
CICC
1845
Capital Investment Counsel (Colorado)
Colorado
$1.76M +$1.76M +3,693 New
WAM
1846
Weatherly Asset Management
California
$1.76M +$47.3K +99 +3%
IFWM
1847
Institute for Wealth Management
Colorado
$1.75M +$1.43K +3 +0.1%
PMA
1848
Prudent Man Advisors
Illinois
$1.75M
FCM
1849
Firestone Capital Management
Florida
$1.75M +$204K +427 +13%
OWA
1850
Octavia Wealth Advisors
Ohio
$1.75M +$187K +391 +12%