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iShares Core S&P 500 ETF

2,730 hedge funds and large institutions have $249B invested in iShares Core S&P 500 ETF in 2023 Q3 according to their latest regulatory filings, with 139 funds opening new positions, 1,177 increasing their positions, 1,012 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,730
Holders Change
+24
Holders Change %
+0.89%
% of All Funds
43.53%
Holding in Top 10
890
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+1.25%
% of All Funds
14.19%
New
139
Increased
1,177
Reduced
1,012
Closed
83
Calls
$413M
Puts
$204M
Net Calls
+$209M
Net Calls Change
-$70.5M
Name Holding Trade Value Shares
Change
Shares
Change %
LGWM
226
Litman Gregory Wealth Management
California
$97M -$1.63M -3,804 -2%
PFM
227
Phillips Financial Management
Indiana
$96.8M +$2.03M +4,716 +2%
UWPG
228
Ullmann Wealth Partners Group
Florida
$95.8M +$30.1M +69,996 +46%
SSB
229
Sandy Spring Bank
Maryland
$95.1M -$796K -1,853 -0.8%
TLFA
230
True Link Financial Advisors
California
$94.3M +$6.44K +15 +0%
Jones Financial Companies
231
Jones Financial Companies
Missouri
$92.7M +$2.44M +5,688 +3%
AWC
232
Abundance Wealth Counselors
Pennsylvania
$91.2M +$91.2M +212,325 New
Natixis Advisors
233
Natixis Advisors
Massachusetts
$90.8M +$82.5M +192,109 +996%
HS
234
Horan Securities
United States
$90.8M -$1.24M -2,888 -1%
LF
235
Lee Financial
Texas
$90.1M +$6.19M +14,375 +7%
DC
236
Deere & Company
Illinois
$90M -$4.33M -10,081 -5%
CW
237
Connectus Wealth
Ohio
$89.9M +$13.9M +32,402 +18%
MA
238
Mutual Advisors
Nebraska
$89.4M +$705K +1,641 +0.8%
RIS
239
Retirement Income Solutions
Michigan
$89.2M +$1.91M +4,437 +2%
CAL
240
Capital Analysts LLC
Pennsylvania
$88.9M +$2.16M +5,031 +2%
GWM
241
Geneos Wealth Management
Colorado
$88.4M +$724K +1,686 +0.8%
HH
242
HWG Holdings
Texas
$87.2M +$30.6M +71,327 +54%
FHA
243
First Horizon Advisors
Tennessee
$86.7M +$3.79M +8,834 +5%
PP
244
Prudential plc
United Kingdom
$86M -$23.4M -54,449 -21%
SWP
245
Stratos Wealth Partners
Ohio
$85.8M +$2.25M +5,240 +3%
GW
246
GW & Wade
Massachusetts
$85.8M +$6.36M +14,811 +8%
I
247
INVST
Indiana
$85M +$13.3M +30,858 +18%
HFA
248
High Falls Advisors
New York
$84.2M +$12.2M +28,493 +17%
PFM
249
Patton Fund Management
Texas
$84.2M +$83.9M +195,412 +30,533%
OWM
250
Orgel Wealth Management
Wisconsin
$84.1M +$6.84M +15,932 +9%