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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 %
GA
2076
Goldstein Advisors
Wisconsin
$1.16M -$16.7K -35 -1%
STB
2077
S&T Bank
Pennsylvania
$1.15M -$227K -475 -16%
ACA
2078
Aptus Capital Advisors
Alabama
$1.15M -$275K -575 -19%
EFG
2079
Embree Financial Group
Illinois
$1.15M +$1.15M +2,404 New
AM
2080
Atwater Malick
Pennsylvania
$1.15M +$25.3K +53 +2%
AIM
2081
Athena Investment Management
California
$1.14M -$7.64K -16 -0.7%
SWM
2082
SeaCrest Wealth Management
New York
$1.14M +$65.8K +140 +6%
FMTC
2083
Farmers & Merchants Trust Company
California
$1.13M
SFA
2084
Seneca Financial Advisors
New York
$1.13M +$3.82K +8 +0.3%
PGWM
2085
Pitti Group Wealth Management
New York
$1.13M -$189K -396 -14%
HWP
2086
Highline Wealth Partners
California
$1.13M -$8.6K -18 -0.8%
FA
2087
Financial Advisors
Massachusetts
$1.13M
OS
2088
Objectivity Squared
South Carolina
$1.13M +$1.13M +2,361 New
BFG
2089
Berger Financial Group
Minnesota
$1.12M +$8.12K +17 +0.7%
MIG
2090
McGuire Investment Group
Rhode Island
$1.12M +$9.07K +19 +0.8%
R
2091
Rebalance
California
$1.12M +$1.12M +2,342 New
SCM
2092
Seascape Capital Management
New Hampshire
$1.12M +$142K +298 +15%
FVCM
2093
F&V Capital Management
Florida
$1.11M -$90.7K -190 -8%
JCM
2094
Jacobi Capital Management
Pennsylvania
$1.11M +$40.1K +84 +4%
LHWM
2095
Lake Hills Wealth Management
Texas
$1.11M
CAL
2096
Capital Advisors Ltd
Ohio
$1.11M +$4.78K +10 +0.4%
TCM
2097
Triumph Capital Management
Colorado
$1.1M +$306K +641 +38%
RFG
2098
Range Financial Group
Oregon
$1.1M -$51.6K -108 -4%
TFGT
2099
TS Financial Group (TSFG)
Illinois
$1.1M -$89.3K -187 -8%
WIC
2100
Woodmont Investment Counsel
Tennessee
$1.1M +$228K +478 +26%