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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 %
TLA
2101
Tanglewood Legacy Advisors
Texas
$1.09M
IPW
2102
Intergy Private Wealth
Colorado
$1.09M -$62.6K -131 -5%
CAAS
2103
Capital Asset Advisory Services
Michigan
$1.09M +$54K +113 +5%
NCM
2104
NCM Capital Management
New Jersey
$1.08M +$245K +512 +29%
MCM
2105
Maple Capital Management
Vermont
$1.08M +$22K +46 +2%
AW
2106
Alaethes Wealth
Nevada
$1.08M +$59.2K +124 +6%
SC
2107
Slow Capital
California
$1.07M
RP
2108
Reinhart Partners
Wisconsin
$1.07M
HIP
2109
Harrell Investment Partners
Texas
$1.07M -$180K -377 -14%
CCWM
2110
Correct Capital Wealth Management
Missouri
$1.07M +$1.07M +2,240 New
TFA
2111
Teamwork Financial Advisors
Texas
$1.07M -$378K -791 -26%
PCI
2112
Planning Center Inc
Illinois
$1.07M -$227K -476 -18%
ILI
2113
Invesco LLC (Illinois)
Illinois
$1.07M
CAI
2114
Capital Advisors Inc
Oklahoma
$1.06M -$363K -761 -25%
CG
2115
Corundum Group
Colorado
$1.06M +$1.06M +2,228 New
FPWM
2116
FSB Premier Wealth Management
Iowa
$1.06M -$72.1K -151 -6%
AMCA
2117
Arthur M. Cohen & Associates
Illinois
$1.06M +$242K +507 +30%
PWG
2118
Private Wealth Group
Florida
$1.06M
CKAIS
2119
Christensen King & Associates Investment Services
Washington
$1.06M +$1.06M +2,219 New
AWMS
2120
Advocacy Wealth Management Services
Georgia
$1.06M
AFO
2121
Arrowroot Family Office
California
$1.05M -$60.7K -127 -5%
ODG
2122
O'Dell Group
Ohio
$1.05M +$4.3K +9 +0.4%
FWM
2123
Focused Wealth Management
New York
$1.05M +$3.82K +8 +0.4%
HP
2124
Hyperion Partners
Pennsylvania
$1.05M +$232K +486 +28%
BDFN
2125
Bond & Devick Financial Network
Minnesota
$1.04M