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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 %
OBGC
2476
O'Brien Greene & Co
Pennsylvania
$301K -$21.5K -50 -7%
CIA
2477
Caerus Investment Advisors
Texas
$301K
PCM
2478
Pointe Capital Management
Michigan
$300K
RBCM
2479
Raub Brock Capital Management
California
$298K
IWP
2480
Insight Wealth Partners
Texas
$298K
SAM
2481
Seelaus Asset Management
New Jersey
$296K -$25.8K -60 -8%
W
2482
WorthPointe
California
$296K +$296K +689 New
NG
2483
NWK Group
California
$294K
FMTCOCP
2484
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$294K
BSG
2485
Black Swift Group
Colorado
$294K
CFGSD
2486
Compass Financial Group (South Dakota)
South Dakota
$292K +$79.9K +186 +38%
W
2487
WPWealth
Texas
$292K +$292K +680 New
SEM
2488
Suncoast Equity Management
Florida
$292K +$292K +679 New
WTFG
2489
Wells Trecaso Financial Group
Ohio
$290K
HTHT
2490
Hemenway Trust Hemenway Trust
New Hampshire
$290K -$15K -35 -5%
TFA
2491
Trinity Financial Advisors
Ohio
$290K -$301K -700 -51%
AIC
2492
Argus Investors Counsel
New York
$289K -$429 -1 -0.1%
OPCM
2493
Osborne Partners Capital Management
California
$288K +$3.44K +8 +1%
CPP
2494
Capasso Planning Partners
South Carolina
$288K +$1.29K +3 +0.4%
JLBC
2495
J.L. Bainbridge & Co
Florida
$287K -$85.9K -200 -23%
SFWC
2496
Strategic Family Wealth Counselors
New Jersey
$286K
CP
2497
Castleview Partners
Texas
$286K -$2.15K -5 -0.7%
OPPS
2498
Obsidian Personal Planning Solutions
Maryland
$284K -$10.7K -25 -4%
PGF
2499
Plan Group Financial
Oklahoma
$284K +$2.15K +5 +0.8%
LWMG
2500
Levy Wealth Management Group
Pennsylvania
$284K