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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 %
PFA
2376
Pathway Financial Advisors
Vermont
$605K +$477 +1 +0.1%
RCG
2377
Regatta Capital Group
California
$605K +$175K +366 +41%
FCA
2378
Fortis Capital Advisors
Kansas
$604K +$17.7K +37 +3%
IPW
2379
Impact Partnership Wealth
Georgia
$603K -$429K -898 -42%
MAS
2380
Madden Advisory Services
Florida
$602K -$73.1K -153 -11%
DA
2381
Drake & Associates
Wisconsin
$601K
CI
2382
CPR Investments
Michigan
$601K +$601K +1,258 New
RRCM
2383
Rappaport Reiches Capital Management
Illinois
$600K
CI
2384
Ceera Investments
Texas
$596K +$13.4K +28 +2%
LFGO
2385
Legacy Financial Group (Oklahoma)
Oklahoma
$595K +$18.6K +39 +3%
SHWM
2386
Smith & Howard Wealth Management
Georgia
$594K -$33K -69 -5%
PI
2387
PFG Investments
New York
$593K -$126K -264 -18%
PWA
2388
Provenance Wealth Advisors
Florida
$593K +$68.3K +143 +13%
TFG
2389
Tilson Financial Group
New Jersey
$591K
CFAM
2390
Center For Asset Management
Florida
$590K +$78.8K +165 +15%
OBWP
2391
O'Brien Wealth Partners
Massachusetts
$589K -$11.5K -24 -2%
ACA
2392
Anchor Capital Advisors
Massachusetts
$588K -$11.9K -25 -2%
FI
2393
FWG Investments
Kentucky
$588K +$588K +1,231 New
LJAC
2394
L.J. Altfest & Co
New York
$587K +$32K +67 +6%
FFO
2395
Fiduciary Family Office
Florida
$586K +$586K +1,226 New
Wealthfront Advisers
2396
Wealthfront Advisers
California
$586K -$637K -1,333 -52%
NSB
2397
Norway Savings Bank
Maine
$586K
LIG
2398
Lokken Investment Group
Delaware
$585K
VCM
2399
Violich Capital Management
California
$584K -$253K -530 -30%
FFP
2400
FourThought Financial Partners
Florida
$584K +$5.25K +11 +0.9%