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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 %
SGWM
2551
Sterling Group Wealth Management
California
$246K
QIM
2552
Quest Investment Management
Oregon
$246K +$42.9K +100 +21%
WIM
2553
Westside Investment Management
California
$246K
CWM
2554
Compass Wealth Management
Connecticut
$245K
TNAM
2555
Terra Nova Asset Management
New York
$244K
TBC
2556
Ted Buchan & Co
California
$244K
DJFS
2557
Dean Jacobson Financial Services
Texas
$241K
LG
2558
LaFleur & Godfrey
Michigan
$240K
TA
2559
TFG Advisers
Michigan
$240K
BWL
2560
Beacon Wealthcare LLC
North Carolina
$238K
CWM
2561
CIBC World Markets
New York
$238K +$238K +555 New
SAM
2562
SP Asset Management
California
$238K
CCB
2563
Cutter & Co Brokerage
Missouri
$237K +$24.9K +58 +12%
Jane Street
2564
Jane Street
New York
$236K -$13.8M -32,125 -98%
ORC
2565
O'Rourke & Company
Massachusetts
$236K +$236K +549 New
JWM
2566
JFG Wealth Management
Colorado
$234K
SAI
2567
Systematic Alpha Investments
New Jersey
$234K
Legacy Financial Group (Iowa)
2568
Legacy Financial Group (Iowa)
Iowa
$233K +$233K +543 New
WW
2569
Westshore Wealth
California
$232K +$16.3K +38 +8%
AHB
2570
Abner Herrman & Brock
New Jersey
$230K +$8.6K +20 +4%
SAM
2571
SignalPoint Asset Management
Missouri
$230K
NFW
2572
Noble Family Wealth
Florida
$229K +$229K +533 New
BCP
2573
Blue Chip Partners
Michigan
$229K -$6.01K -14 -3%
ONST
2574
Old North State Trust
North Carolina
$228K -$6.87K -16 -3%
DSC
2575
Duncker Streett & Co
Missouri
$227K