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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 %
PWM
2551
Provident Wealth Management
Tennessee
$173K -$6.16K -15 -3%
GWANC
2552
Guardian Wealth Advisors (North Carolina)
North Carolina
$172K -$2.06K -5 -1%
VNIM
2553
Vaughan Nelson Investment Management
Texas
$171K -$16.5K -40 -9%
SIM
2554
Strategic Investment Management
Virginia
$168K -$43.1M -105,740 -100%
RAM
2555
Riggs Asset Management
Pennsylvania
$165K
HCM
2556
Hillman Capital Management
Maryland
$164K +$1.23K +3 +0.8%
AWM
2557
Aspire Wealth Management
Massachusetts
$146K +$135K +328 +1,215%
CWM
2558
Cedar Wealth Management
California
$145K -$41.9K -102 -22%
Macquarie Group
2559
Macquarie Group
Australia
$144K +$144K +350 New
2L
2560
25 LLC
Missouri
$143K +$143K +344 New
RWM
2561
Ruedi Wealth Management
Illinois
$141K +$141K +342 New
TFA
2562
Transamerica Financial Advisors
Florida
$139K -$6.62K -16 -5%
FCG
2563
Financial Connections Group
California
$136K
DWA
2564
Delos Wealth Advisors
Texas
$136K +$2.06K +5 +2%
GWSA
2565
Global Wealth Strategies & Associates
Colorado
$136K +$23.4K +57 +21%
CH
2566
Canton Hathaway
Rhode Island
$134K
MIM
2567
MTM Investment Management
South Carolina
$133K
RPCA
2568
Running Point Capital Advisors
California
$132K
CQS
2569
Credential Qtrade Securities
$127K
TSW
2570
Thompson Siegel & Walmsley
Virginia
$123K -$66K -161 -35%
AIM
2571
Anchor Investment Management
South Carolina
$120K +$15.2K +37 +15%
AWM
2572
Accel Wealth Management
Iowa
$119K
BIA
2573
Bell Investment Advisors
California
$117K -$13.6K -33 -10%
RF
2574
Robbins Farley
New Hampshire
$116K
BCMIO
2575
Beacon Capital Management Inc (Ohio)
Ohio
$111K +$111K +270 New