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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 %
CWMGP
1876
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.65M +$2.39K +5 +0.1%
KFI
1877
Key Financial Inc
Pennsylvania
$1.65M
C1AG
1878
Client 1st Advisory Group
Florida
$1.64M +$92.7K +194 +6%
NAM
1879
NTV Asset Management
West Virginia
$1.64M -$141K -296 -8%
RPWA
1880
Regent Peak Wealth Advisors
Georgia
$1.64M +$11.9K +25 +0.7%
SIA
1881
Schechter Investment Advisors
Michigan
$1.64M +$19.1K +40 +1%
VCP
1882
Vista Capital Partners
Oregon
$1.64M -$25.3K -53 -2%
GSIAS
1883
Garden State Investment Advisory Services
New Jersey
$1.63M +$180K +376 +12%
GFL
1884
Granite FO LLC
New Hampshire
$1.63M
LFG
1885
Larson Financial Group
Missouri
$1.63M -$208K -435 -11%
AI
1886
Axiom Investors
Connecticut
$1.62M -$47.8K -100 -3%
DWA
1887
Delap Wealth Advisory
Oregon
$1.62M +$792K +1,658 +96%
PRWA
1888
Platte River Wealth Advisors
Colorado
$1.62M -$30.6K -64 -2%
MBI
1889
May Barnhard Investments
Maryland
$1.62M +$1.62M +3,384 New
AIP
1890
ARS Investment Partners
New York
$1.61M
ISB
1891
Iowa State Bank
Iowa
$1.6M +$256K +535 +19%
DJSG
1892
D.J. St. Germain
Massachusetts
$1.59M -$160K -335 -9%
ZIG
1893
Zullo Investment Group
Pennsylvania
$1.59M -$4.78K -10 -0.3%
NFA
1894
Northwest Financial Advisors
Virginia
$1.59M +$1.59M +3,327 New
MA
1895
MONECO Advisors
Connecticut
$1.59M +$25.8K +54 +2%
HA
1896
Herold Advisors
New York
$1.58M -$85K -178 -5%
KCM
1897
Kornitzer Capital Management
Kansas
$1.58M
BWA
1898
Blodgett Wealth Advisors
California
$1.58M +$105K +220 +7%
TCOT
1899
Trust Company of Toledo
Ohio
$1.57M -$37.7K -79 -2%
IWA
1900
Inspirion Wealth Advisors
Illinois
$1.57M -$16.6K -35 -1%