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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 %
SAI
2501
Systematic Alpha Investments
New Jersey
$224K
BFG
2502
Barber Financial Group
Kansas
$222K +$2.05K +5 +0.9%
CRWM
2503
Castle Rock Wealth Management
California
$222K -$92.9K -225 -29%
AFS
2504
AFG Fiduciary Services
Massachusetts
$221K
GF
2505
Goodman Financial
Texas
$220K
FPIS
2506
Financial Planning & Information Services
Wisconsin
$220K
CFGSD
2507
Compass Financial Group (South Dakota)
South Dakota
$220K +$220K +535 New
RZH
2508
Relyea Zuckerberg Hanson
Connecticut
$220K +$220K +535 New
RWM
2509
Revisor Wealth Management
Ohio
$219K +$219K +532 New
SBIA
2510
Sheaff Brock Investment Advisors
Indiana
$217K
SAM
2511
SignalPoint Asset Management
Missouri
$217K
GG
2512
Gleason Group
Kentucky
$216K +$7.4K +18 +4%
SIA
2513
SkyView Investment Advisors
New Jersey
$216K +$216K +526 New
WIP
2514
WealthCare Investment Partners
Rhode Island
$216K +$216K +525 New
AFG
2515
Affinia Financial Group
Massachusetts
$214K +$214K +518 New
AHC
2516
Adell Harriman & Carpenter
Texas
$214K -$155K -376 -42%
WFA
2517
West Financial Advisors
Iowa
$214K
FS
2518
Ferguson Shapiro
Georgia
$213K +$213K +517 New
AHB
2519
Abner Herrman & Brock
New Jersey
$212K -$161K -392 -43%
FBA
2520
Front Barnett Associates
Illinois
$212K -$19.3K -47 -8%
AWC
2521
Adamsbrown Wealth Consultants
Kansas
$211K -$322K -783 -60%
TD Asset Management
2522
TD Asset Management
Ontario, Canada
$209K +$209K +509 New
FWSM
2523
First Wilshire Securities Management
California
$209K +$209K +508 New
JWBC
2524
John W. Brooker & Co
California
$209K +$209K +503 New
CP
2525
Castleview Partners
Texas
$208K