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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 %
CFO
2226
Collective Family Office
Pennsylvania
$820K
RCM
2227
RMR Capital Management
California
$819K +$819K +1,714 New
ETC
2228
Exchange Traded Concepts
Oklahoma
$816K -$2.52M -5,274 -76%
KWM
2229
Kolinsky Wealth Management
New Jersey
$815K +$115K +241 +16%
TCCM
2230
Timber Creek Capital Management
Massachusetts
$815K
RF
2231
Rollins Financial
Georgia
$814K
RFA
2232
Rollins Financial Advisors
New York
$814K +$814K +1,705 New
MWA
2233
Muirfield Wealth Advisors
North Carolina
$811K +$811K +1,697 New
TCMP
2234
Thrive Capital Management (Pennsylvania)
Pennsylvania
$810K +$29.6K +62 +4%
LWM
2235
LJI Wealth Management
Indiana
$807K -$7.64K -16 -0.9%
SWM
2236
Seaside Wealth Management
California
$806K +$40.6K +85 +5%
WIM
2237
Waverton Investment Management
United Kingdom
$805K +$805K +1,685 New
MSWM
2238
Mowery & Schoenfeld Wealth Management
Illinois
$803K +$803K +1,682 New
RZH
2239
Relyea Zuckerberg Hanson
Connecticut
$803K +$33.4K +70 +4%
C
2240
CEDRUS
Colorado
$795K -$10K -21 -1%
FF
2241
Francis Financial
$791K -$42K -88 -5%
SBF
2242
Sara-Bay Financial
Florida
$791K +$118K +246 +17%
NC
2243
NewSquare Capital
Pennsylvania
$788K -$371K -776 -32%
JBA
2244
Johnson Bixby & Associates
Washington
$785K
CANC
2245
Culbertson A N & Co
Virginia
$784K -$16.7K -35 -2%
MMPW
2246
Mitchell McLeod Pugh & Williams
Alabama
$783K +$33K +69 +4%
CWA
2247
Clearview Wealth Advisors
Oregon
$782K +$955 +2 +0.1%
CISOA
2248
Capital Investment Services of America
Wisconsin
$781K -$173K -362 -18%
KFP
2249
Keener Financial Planning
Texas
$776K +$776K +1,624 New
MHWM
2250
Montz Harcus Wealth Management
Louisiana
$775K -$1.43K -3 -0.2%