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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 %
IA
2051
Inspire Advisors
Idaho
$1.2M +$559K +1,171 +87%
AP
2052
Atwood & Palmer
Missouri
$1.2M +$123K +257 +11%
GA
2053
Greenspring Advisors
Maryland
$1.2M
GJWM
2054
Gilliland Jeter Wealth Management
Arkansas
$1.2M +$1.2M +2,509 New
LA
2055
LexAurum Advisors
Kansas
$1.2M +$183K +383 +18%
PRI
2056
Prepared Retirement Institute
Pennsylvania
$1.19M +$1.19M +2,497 New
AIP
2057
Almanack Investment Partners
Pennsylvania
$1.19M -$88.4K -185 -7%
PCMC
2058
Private Capital Management (Colorado)
Colorado
$1.19M +$955 +2 +0.1%
FWM
2059
Fonville Wealth Management
Virginia
$1.19M +$1.19M +2,492 New
OHIS
2060
Oak Harvest Investment Services
Texas
$1.19M +$9.08K +19 +0.8%
BWM
2061
Birchcreek Wealth Management
Ohio
$1.19M +$81.2K +170 +7%
CCM
2062
Carlson Capital Management
Minnesota
$1.19M +$78.3K +164 +7%
MBTD
2063
Mechanics Bank - Trust Department
California
$1.18M +$645K +1,350 +119%
DS
2064
DRW Securities
Illinois
$1.18M +$1.18M +2,479 New
HFS
2065
HBC Financial Services
Washington
$1.18M -$198K -414 -14%
BWG
2066
Balanced Wealth Group
Ohio
$1.18M +$1.18M +2,471 New
GB
2067
Goepper Burkhardt
South Carolina
$1.18M +$35.3K +70 +3%
IWM
2068
Iams Wealth Management
Nebraska
$1.18M -$432K -905 -27%
1WA
2069
180 Wealth Advisors
Washington
$1.18M -$200K -422 -15%
HGERS
2070
Householder Group Estate & Retirement Specialist
Arizona
$1.17M +$11K +23 +0.9%
BMC
2071
Benin Management Corp
Connecticut
$1.17M +$2.39K +5 +0.2%
AAM
2072
Austin Asset Management
Texas
$1.17M +$478 +1 +0%
MA
2073
MJP Associates
Connecticut
$1.17M +$24.4K +51 +2%
NOI
2074
Newton One Investments
Delaware
$1.17M -$29.6K -62 -2%
APP
2075
Avantax Planning Partners
Iowa
$1.16M +$108K +226 +10%