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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 %
TFA
2526
Toth Financial Advisory
Virginia
$208K +$41.1K +100 +25%
FFIC
2527
First Fiduciary Investment Counsel
Ohio
$208K +$208K +506 New
SCM
2528
Stonehearth Capital Management
Massachusetts
$208K -$27.9K -68 -12%
WW
2529
Westshore Wealth
California
$207K +$207K +503 New
SC
2530
Schulhoff & Co
Ohio
$206K +$206K +502 New
BSG
2531
Black Swift Group
Colorado
$206K +$206K +501 New
PCM
2532
Piedmont Capital Management
Montana
$206K +$206K +504 New
LB
2533
Legacy Bridge
Iowa
$206K
HIS
2534
Horizon Investment Services
Indiana
$206K +$206K +500 New
ZCM
2535
Ziegler Capital Management
Illinois
$204K -$20.6K -50 -9%
CWMU
2536
Caliber Wealth Management (Utah)
Utah
$203K -$164K -399 -45%
VNA
2537
Valley National Advisers
Pennsylvania
$203K -$9.11K -22 -4%
AA
2538
Aire Advisors
California
$202K +$202K +492 New
BWM
2539
BCS Wealth Management
Tennessee
$202K +$202K +491 New
DBRC
2540
D.B. Root & Company
Pennsylvania
$202K +$202K +491 New
LRWA
2541
Long Run Wealth Advisors
New York
$201K +$201K +488 New
NC
2542
NewSquare Capital
Pennsylvania
$199K +$147K +357 +279%
DAC
2543
Dividend Assets Capital
South Carolina
$196K
SGC
2544
Slocum, Gordon & Co
Rhode Island
$195K
MAWCM
2545
Mine & Arao Wealth Creation & Management
California
$190K +$19.7K +48 +12%
SIC
2546
SJS Investment Consulting
Ohio
$189K +$189K +460 New
FCT
2547
Family Capital Trust
Massachusetts
$188K +$21.4K +52 +13%
VCM
2548
Versant Capital Management
Arizona
$185K
MM
2549
Main Management
California
$184K
CCP
2550
Carmel Capital Partners
California
$175K +$175K +425 New