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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 %
SFS
2251
Security Financial Services
Indiana
$772K -$7.64K -16 -1%
HFAS
2252
Hummer Financial Advisory Services
Illinois
$769K
MSS
2253
Mitchell Sinkler & Starr
Pennsylvania
$768K +$768K +1,608 New
MWM
2254
Meritas Wealth Management
California
$767K -$3.34K -7 -0.4%
BCM
2255
Beck Capital Management
Texas
$767K +$767K +1,606 New
MWA
2256
MN Wealth Advisors
Kansas
$767K +$767K +1,604 New
PF
2257
Penney Financial
Texas
$766K +$766K +1,604 New
APW
2258
Aurora Private Wealth
New Jersey
$766K -$4.3K -9 -0.6%
CA
2259
Calton & Associates
Florida
$765K +$765K +1,601 New
BF
2260
Blankinship & Foster
California
$762K -$30.6K -64 -4%
SFP
2261
Sandbox Financial Partners
Maryland
$761K -$61.6K -129 -7%
CFMC
2262
Curbstone Financial Management Corp
New Hampshire
$760K +$191K +400 +34%
BEI
2263
Benjamin Edwards Inc
Missouri
$760K -$11.9K -25 -2%
IWN
2264
Independent Wealth Network
Iowa
$759K -$4.3K -9 -0.6%
AFG
2265
Altiora Financial Group
Ohio
$758K +$292K +611 +63%
IRAG
2266
Investment Research & Advisory Group
Georgia
$757K -$36.8K -77 -5%
OPCM
2267
Osborne Partners Capital Management
California
$755K +$435K +912 +136%
FW
2268
FirstPurpose Wealth
Utah
$755K -$4.78K -10 -0.6%
MIAS
2269
Mason Investment Advisory Services
Virginia
$754K
FSA
2270
Financial Sense Advisors
California
$753K +$296K +620 +65%
WAM
2271
Worth Asset Management
Texas
$752K -$63.5K -133 -8%
NLP
2272
Next Level Private
New York
$749K +$955 +2 +0.1%
TFA
2273
TPG Financial Advisors
Oregon
$747K
CMS
2274
Capital Market Strategies
Florida
$746K -$1.91K -4 -0.3%
PS
2275
Portfolio Strategies
New York
$745K