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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 %
PIM
2501
Penobscot Investment Management
Massachusetts
$283K
UF
2502
Univest Financial
Pennsylvania
$280K +$9.88K +23 +4%
AIS
2503
AM Investment Strategies
Tennessee
$279K
SCM
2504
Stonehearth Capital Management
Massachusetts
$279K +$30K +70 +12%
PHS
2505
Pekin Hardy Strauss
Illinois
$277K -$21.5K -50 -7%
HAS
2506
HBW Advisory Services
California
$276K +$82.8K +193 +43%
KFG
2507
Kingdom Financial Group
Arizona
$274K -$2.58K -6 -0.9%
NC
2508
NBW Capital
Massachusetts
$274K -$26.2K -61 -9%
EF
2509
Empirical Finance
Pennsylvania
$274K +$2.15K +5 +0.8%
SFG
2510
Synergy Financial Group
California
$272K
SW
2511
Solidarity Wealth
Utah
$272K +$69.8K +162 +35%
KWM
2512
KFG Wealth Management
Indiana
$272K +$23.2K +54 +9%
BCM
2513
BluePath Capital Management
Georgia
$271K +$271K +632 New
LF
2514
LifeSteps Financial
California
$269K
NPA
2515
Nichols & Pratt Advisers
Massachusetts
$269K
CHC
2516
City Holding Co
West Virginia
$268K
AFS
2517
AFG Fiduciary Services
Massachusetts
$267K
LCM
2518
LVM Capital Management
Michigan
$267K +$21.5K +50 +9%
TFA
2519
Toth Financial Advisory
Virginia
$266K
SWM
2520
Silverlake Wealth Management
Vermont
$266K -$859 -2 -0.3%
RPG
2521
Resource Planning Group
Georgia
$265K +$859 +2 +0.3%
BC
2522
Brio Consultants
California
$265K -$35.2K -82 -12%
SJL
2523
Shayne & Jacobs LLC
Tennessee
$264K +$264K +615 New
CF
2524
Copperwynd Financial
Arizona
$263K +$28.8K +67 +12%
PMG
2525
Private Management Group
California
$262K -$15K -35 -5%