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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 %
DFA
2326
Delta Financial Advisors
Louisiana
$670K +$4.3K +9 +0.6%
IWS
2327
Insight Wealth Strategies
California
$670K +$22K +46 +3%
LMKC
2328
L.M. Kohn & Company
Ohio
$669K +$5.25K +11 +0.8%
GC
2329
Gibson Capital
Pennsylvania
$667K
MHB
2330
Midwest Heritage Bank
Iowa
$666K
AA
2331
Apriem Advisors
California
$665K +$665K +1,393 New
SPWG
2332
Sage Private Wealth Group
Illinois
$664K +$664K +1,389 New
BP
2333
BCK Partners
New York
$663K -$21K -44 -3%
KAH
2334
Kathryn A. Hall
$662K
WKWM
2335
Walter & Keenan Wealth Management
Indiana
$661K
BSI
2336
Bennett Selby Investments
Maine
$660K -$304K -637 -32%
PA
2337
Prism Advisors
California
$660K
LWMT
2338
Legacy Wealth Management (Tennessee)
Tennessee
$659K +$28.6K +60 +5%
PWM
2339
Prosperity Wealth Management
California
$658K -$350K -732 -35%
EMAM
2340
Encompass More Asset Management
California
$658K +$658K +1,378 New
CA
2341
Carson Advisory
Georgia
$658K -$76.9K -161 -10%
B
2342
Bensler
Washington
$657K +$13.4K +28 +2%
CCA
2343
Checchi Capital Advisers
California
$652K
RIA
2344
Realta Investment Advisors
Delaware
$652K -$22K -46 -3%
WW
2345
Waterfront Wealth
Kansas
$651K -$116K -242 -15%
LCM
2346
Lazari Capital Management
California
$648K +$648K +1,358 New
MAWA
2347
Moss Adams Wealth Advisors
Washington
$648K +$262K +549 +68%
JWS
2348
Juncture Wealth Strategies
Arizona
$646K -$65K -136 -9%
LJHT
2349
Laurie J. Hall Trustee
$643K
PWP
2350
Principle Wealth Partners
Connecticut
$642K +$105K +219 +19%