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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 %
FFWM
2451
Future Financial Wealth Management
Ohio
$526K
RFN
2452
RDA Financial Network
Iowa
$526K +$152K +318 +41%
ZIG
2453
Zuckerman Investment Group
Illinois
$523K
SEIA
2454
Signature Estate & Investment Advisors
California
$523K +$94.1K +197 +22%
CFA
2455
Capstone Financial Advisors
Illinois
$520K +$51.1K +107 +11%
LRPA
2456
L. Roy Papp & Associates
Arizona
$519K
HCM
2457
HMS Capital Management
Tennessee
$519K -$20.5K -43 -4%
ST
2458
Spinnaker Trust
Maine
$519K
MP
2459
McDonald Partners
Ohio
$518K
PT
2460
Plimoth Trust
Massachusetts
$516K -$94.1K -197 -15%
TPWM
2461
Twelve Points Wealth Management
Massachusetts
$516K -$45.9K -96 -8%
PA
2462
Probity Advisors
Texas
$516K -$38.7K -81 -7%
CWM
2463
Compass Wealth Management
Connecticut
$515K +$243K +509 +89%
FNBOMD
2464
First National Bank of Mount Dora
Florida
$514K
CW
2465
Channel Wealth
California
$513K -$207K -434 -29%
EVM
2466
Evelyn V. Moreno
$513K
HA
2467
Hofer & Associates
California
$512K
FCT
2468
First Community Trust
Iowa
$511K +$511K +1,070 New
HPIA
2469
Hamilton Point Investment Advisors
North Carolina
$510K
CGH
2470
Crossmark Global Holdings
Texas
$509K
TWA
2471
Talisman Wealth Advisors
New Jersey
$506K +$43.9K +92 +10%
RFA
2472
Register Financial Advisors
Georgia
$505K -$123K -257 -20%
CWP
2473
Concord Wealth Partners
Virginia
$505K -$44.9K -94 -8%
V
2474
ViaWealth
Kansas
$504K -$204K -427 -29%
GFWA
2475
Grey Fox Wealth Advisors
Delaware
$501K -$4.3K -9 -0.8%