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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 %
APW
1926
Atlantic Private Wealth
North Carolina
$1.5M +$478 +1 +0%
MPCL
1927
My Personal CFO LLC
Washington
$1.5M +$3.82K +8 +0.3%
FWM
1928
Forza Wealth Management
Florida
$1.49M -$181K -380 -11%
PP
1929
Patron Partners
Texas
$1.49M -$91.7K -192 -6%
TTWM
1930
TCV Trust & Wealth Management
Virginia
$1.49M +$37.7K +79 +3%
EGWAG
1931
Elwood & Goetz Wealth Advisory Group
Georgia
$1.49M -$260K -544 -15%
NWM
1932
Northwest Wealth Management
Iowa
$1.49M -$478 -1 -0%
IIM
1933
InTrack Investment Management
Vermont
$1.49M -$13.9K -29 -0.9%
MCM
1934
McRae Capital Management
New Jersey
$1.48M +$28.7K +60 +2%
CDH
1935
Charles D. Hyman
$1.48M
RBC
1936
Roble Belko & Company
Pennsylvania
$1.48M +$12.4K +26 +0.8%
EWM
1937
Executive Wealth Management
Michigan
$1.48M -$53.5K -112 -3%
PL
1938
Parthenon LLC
Kentucky
$1.48M +$256K +536 +21%
PP
1939
Prosperity Planning
Missouri
$1.48M +$65.4K +137 +5%
RRA
1940
Round Rock Advisors
Connecticut
$1.48M -$22.4K -47 -1%
GHA
1941
GW Henssler & Associates
Georgia
$1.47M +$253K +530 +21%
NFP
1942
Narus Financial Partners
Utah
$1.47M -$290K -608 -17%
KAM
1943
KEB Asset Management
Illinois
$1.46M
RB
1944
Renasant Bank
Mississippi
$1.46M +$22K +46 +2%
GWMR
1945
GC Wealth Management RIA
Massachusetts
$1.46M +$1.46M +3,050 New
ACM
1946
Advance Capital Management
Michigan
$1.45M +$50.1K +105 +4%
FAM
1947
Family Asset Management
South Carolina
$1.45M +$12.9K +27 +0.9%
SCM
1948
Sebold Capital Management
Illinois
$1.45M -$265K -554 -15%
SFP
1949
Sweet Financial Partners
Minnesota
$1.45M +$9.55K +20 +0.7%
VF
1950
VitalStone Financial
Texas
$1.44M +$333K +697 +30%