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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 %
BC
1901
Burney Company
Virginia
$1.57M +$139K +292 +10%
MFA
1902
McClarren Financial Advisors
Pennsylvania
$1.57M +$111K +232 +8%
ACP
1903
Aviance Capital Partners
Florida
$1.56M -$25.8K -54 -2%
UL
1904
Unionview LLC
Washington
$1.56M -$86K -180 -5%
CBT
1905
Central Bank & Trust
Kentucky
$1.56M -$89.8K -188 -5%
SI
1906
Saxon Interests
Texas
$1.55M +$1.55M +3,255 New
BFWA
1907
Benchmark Financial Wealth Advisors
Florida
$1.55M +$50.1K +105 +3%
SIMG
1908
Sonora Investment Management Group
Arizona
$1.55M +$203K +425 +15%
CFS
1909
Cannon Financial Strategists
Georgia
$1.55M -$9.55K -20 -0.6%
H
1910
HoyleCohen
California
$1.54M +$180K +376 +13%
RIM
1911
Rockbridge Investment Management
New York
$1.54M +$20.5K +43 +1%
PSC
1912
Prentiss Smith & Co
Vermont
$1.54M -$9.55K -20 -0.6%
WCM
1913
Weik Capital Management
Pennsylvania
$1.54M +$42K +88 +3%
AFG
1914
Allegheny Financial Group
Pennsylvania
$1.54M +$378K +792 +32%
AC
1915
AlphaCore Capital
California
$1.54M +$54K +113 +4%
NL
1916
Navalign LLC
California
$1.54M -$1.12M -2,354 -42%
SFB
1917
STAR Financial Bank
Indiana
$1.54M +$953K +1,996 +163%
VAF
1918
Values Added Financial
District of Columbia
$1.53M +$816K +1,708 +114%
IIA
1919
IPG Investment Advisors
California
$1.53M +$1.53M +3,206 New
RW
1920
REDW Wealth
New Mexico
$1.53M +$378K +791 +33%
FEM
1921
Fulcrum Equity Management
Texas
$1.52M +$1.52M +3,188 New
WCAMG
1922
Woodard & Company Asset Management Group
North Carolina
$1.52M -$569K -1,191 -27%
GWM
1923
Greenwich Wealth Management
Connecticut
$1.52M -$75.9K -159 -5%
FWM
1924
Fingerlakes Wealth Management
New York
$1.51M +$2.87K +6 +0.2%
AWA
1925
ARQ Wealth Advisors
Arizona
$1.5M -$27.2K -57 -2%