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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 %
TW
2201
TrinityPoint Wealth
Connecticut
$871K +$121K +253 +16%
HCP
2202
Hexagon Capital Partners
Arkansas
$870K +$79.2K +166 +10%
JF
2203
Joule Financial
Kentucky
$868K -$250K -524 -22%
HNWA
2204
Henrickson Nauta Wealth Advisors
Michigan
$867K +$867K +1,816 New
TH
2205
Team Hewins
California
$867K +$867K +1,815 New
AIS
2206
American Investment Services
Massachusetts
$864K -$13.4K -28 -2%
OSNBOA
2207
Old Second National Bank of Aurora
Illinois
$862K
CNFG
2208
Creegan & Nassoura Financial Group
New Hampshire
$860K
LFG
2209
Lockerman Financial Group
California
$859K +$94.6K +198 +12%
VAMG
2210
Voisard Asset Management Group
Michigan
$858K +$858K +1,796 New
APIM
2211
Agate Pass Investment Management
Washington
$855K +$72.1K +151 +9%
MFGM
2212
Marshall Financial Group (Maryland)
Maryland
$854K -$228K -477 -21%
AA
2213
Advisory Alpha
Michigan
$852K -$205K -429 -19%
SW
2214
SlateStone Wealth
Florida
$852K +$28.7K +60 +3%
TIA
2215
Tiemann Investment Advisors
California
$851K +$16.2K +34 +2%
BFG
2216
Bouchey Financial Group
New York
$849K +$66.4K +139 +8%
TWM
2217
Tradition Wealth Management
Minnesota
$847K +$477 +1 +0.1%
STCOSD
2218
Sageworth Trust Company of South Dakota
South Dakota
$846K
JE
2219
JMAC Enterprises
Pennsylvania
$843K -$3.82K -8 -0.5%
SCM
2220
Sage Capital Management
New Jersey
$842K +$842K +1,762 New
SF
2221
Slagle Financial
Illinois
$842K +$417K +1,746 +98%
CBB
2222
Citizens Business Bank
California
$836K +$239K +500 +40%
B
2223
Bellecapital
Switzerland
$834K
AA
2224
Addison Advisors
Vermont
$822K -$120K -251 -13%
CWM
2225
Chicago Wealth Management
Illinois
$822K