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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 %
CCM
2151
Colorado Capital Management
Colorado
$983K -$56.4K -118 -5%
AP
2152
Adero Partners
California
$982K -$2.87K -6 -0.3%
GI
2153
GLOBALT Investments
Georgia
$973K +$973K +2,037 New
FWM
2154
Fiat Wealth Management
Minnesota
$969K +$969K +2,029 New
IAS
2155
Insigneo Advisory Services
Florida
$968K +$53K +111 +6%
CWM
2156
Cabot Wealth Management
Massachusetts
$967K -$9.08K -19 -0.9%
AFG
2157
ABLE Financial Group
Arizona
$966K +$22K +46 +2%
DW
2158
Dodds Wealth
Colorado
$965K +$965K +2,021 New
RFWA
2159
RPg Family Wealth Advisory
Massachusetts
$964K -$60.2K -126 -6%
MOACM
2160
Mutual of America Capital Management
New York
$964K -$915K -1,915 -49%
WAOTB
2161
Wealth Advisors of Tampa Bay
Florida
$963K -$1.43M -2,992 -60%
RK
2162
Rather & Kittrell
Tennessee
$962K +$955 +2 +0.1%
VIM
2163
Vista Investment Management
Pennsylvania
$960K -$14.8K -31 -2%
BFA
2164
Bill Few Associates
Pennsylvania
$958K +$610K +1,278 +176%
SGI
2165
Summit Global Investments
Utah
$952K +$952K +1,993 New
WLIM
2166
White Lighthouse Investment Management
Massachusetts
$946K +$30.1K +63 +3%
ACM
2167
Ardent Capital Management
Ohio
$939K
TWM
2168
Trinity Wealth Management
Pennsylvania
$937K -$3.82K -8 -0.4%
AWM
2169
Affinity Wealth Management
Delaware
$936K +$955 +2 +0.1%
SM
2170
Sensible Money
Arizona
$929K +$284K +595 +44%
BWL
2171
Bogart Wealth LLC
Virginia
$928K -$30.6K -64 -3%
O3W
2172
Omni 360 Wealth
New Jersey
$925K +$925K +1,937 New
JC
2173
Jentner Corp
Ohio
$923K
CWM
2174
CCG Wealth Management
California
$921K -$15.3K -32 -2%
FSA
2175
Fort Sheridan Advisors
Illinois
$919K