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iShares Core S&P 500 ETF

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SAS
226
Sage Advisory Services
Texas
$84M +$31M +75,324 +58%
Chevy Chase Trust
227
Chevy Chase Trust
Maryland
$82.9M +$5.91M +14,386 +8%
CAL
228
Capital Analysts LLC
Pennsylvania
$82.5M -$32.4M -78,797 -28%
BTI
229
Blue Trust Inc
Georgia
$82.2M -$4.48M -11,653 -5%
MA
230
Mutual Advisors
Nebraska
$81.7M +$10.3M +24,966 +14%
IWP
231
Icon Wealth Partners
Texas
$81.6M +$81.6M +198,508 New
MIH
232
Meitav Investment House
Israel
$81.5M +$6.31M +15,563 +8%
FHA
233
First Horizon Advisors
Tennessee
$81.3M +$3.23M +7,865 +4%
SHJ
234
Sharkey, Howes & Javer
Colorado
$81.2M +$984K +2,394 +1%
RIS
235
Retirement Income Solutions
Michigan
$80.5M -$496K -1,207 -0.6%
PFM
236
Parsec Financial Management
North Carolina
$79.9M +$2.67M +6,484 +3%
CCFCSB
237
Cape Cod Five Cents Savings Bank
Massachusetts
$79.4M -$671K -1,632 -0.8%
LGWM
238
Litman Gregory Wealth Management
California
$78.7M -$18.1M -43,975 -19%
SAM
239
Satovsky Asset Management
New York
$78.7M -$214K -521 -0.3%
Bank of Nova Scotia
240
Bank of Nova Scotia
Ontario, Canada
$77.1M +$66.5M +161,670 +625%
GC
241
Grimes & Company
Massachusetts
$77.1M -$822K -1,999 -1%
SWA
242
SFMG Wealth Advisors
Texas
$76.6M +$22.4M +54,469 +41%
SWP
243
Stratos Wealth Partners
Ohio
$76.1M -$2.48M -6,036 -3%
QCG
244
Quadrant Capital Group
Ohio
$75.5M +$7.87M +19,142 +12%
CWA
245
Core Wealth Advisors
Florida
$74.9M -$259K -629 -0.3%
AC
246
Allstate Corporation
Illinois
$74.5M -$38M -92,482 -34%
BWM
247
Baystate Wealth Management
Massachusetts
$74.3M +$2.17M +5,286 +3%
AA
248
ALPS Advisors
Colorado
$74.2M +$17.1M +41,570 +30%
MA
249
Montag & Associates
Georgia
$73.9M -$4.55M -11,067 -6%
BMCM
250
Bryn Mawr Capital Management
Pennsylvania
$73.8M -$915K -2,227 -1%