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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 %
BIA
2526
Benchmark Investment Advisors
Illinois
$261K -$29.6K -69 -10%
AP
2527
Americana Partners
Texas
$261K -$148K -342 -36%
TWM
2528
TriaGen Wealth Management
California
$261K -$47.7K -111 -15%
TSWM
2529
Triangle Securities Wealth Management
North Carolina
$260K +$17.2K +40 +7%
RWG
2530
Ratio Wealth Group
Colorado
$260K -$2.15K -5 -0.8%
KA
2531
Kearns & Associates
California
$260K
FLA
2532
Financial Life Advisors
Texas
$259K
AG
2533
Advocate Group
Minnesota
$258K
CBOR
2534
Community Bank of Raymore
Missouri
$258K
MCG
2535
McCollum Christoferson Group
New York
$258K +$51.5K +120 +25%
WWG
2536
West Wealth Group
California
$257K -$858 -2 -0.3%
SFC
2537
SYM Financial Corp
Indiana
$257K +$237K +551 +1,148%
RSS
2538
Rosenblum Silverman Sutton
California
$257K
EE
2539
EWG Elevate
California
$256K +$256K +597 New
TAM
2540
Taurus Asset Management
New York
$253K
NB
2541
NBT Bank
New York
$253K +$6.44K +15 +3%
DIP
2542
DT Investment Partners
Pennsylvania
$251K
ACM
2543
Alpha Capital Management
Texas
$251K -$113K -262 -31%
DBIA
2544
Dumont & Blake Investment Advisors
New Jersey
$250K +$250K +582 New
FA
2545
Financial Alternatives
California
$250K +$3.87K +9 +2%
IWA
2546
IVC Wealth Advisors
Pennsylvania
$250K
ICM
2547
Intrepid Capital Management
Florida
$249K
CH
2548
Canton Hathaway
Rhode Island
$248K +$107K +250 +76%
CG
2549
CFO4Life Group
Texas
$248K -$30.5K -71 -11%
OFG
2550
Orcam Financial Group
California
$247K