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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 %
MTC
2576
Matrix Trust Company
Colorado
$107K +$107K +260 New
FFL
2577
Financial Freedom LLC
Ohio
$107K +$51.4K +125 +93%
IBOK
2578
Independence Bank of Kentucky
Kentucky
$106K -$4.52K -11 -4%
PAIM
2579
Punch & Associates Investment Management
Minnesota
$105K +$1.64K +4 +2%
CM
2580
Cornerstone Management
Georgia
$104K
WWM
2581
Wolff Wiese Magana
California
$104K
MCM
2582
Mill Capital Management
North Carolina
$103K -$57.6K -140 -36%
NA
2583
Nordwand Advisors
Pennsylvania
$100K +$100K +244 New
AWM
2584
Ameliora Wealth Management
Switzerland
$96.2K
HCP
2585
Hexagon Capital Partners
Arkansas
$94.8K -$6.16K -15 -6%
DF
2586
DecisionPoint Financial
Arizona
$92.5K
KFO
2587
Kopp Family Office
Minnesota
$92K
PCM
2588
Perritt Capital Management
Illinois
$86.7K
AT
2589
Avalon Trust
New Mexico
$82.2K +$82.2K +200 New
FMP
2590
Financial Management Professionals
Texas
$82K -$7.05M -17,194 -99%
CAM
2591
Costello Asset Management
Pennsylvania
$81.7K
TIM
2592
Thompson Investment Management
Wisconsin
$78.1K +$78.1K +190 New
CWM
2593
CarsonAllaria Wealth Management
Illinois
$77.5K +$412 +1 +0.5%
LFA
2594
Legend Financial Advisors
Pennsylvania
$76.1K
BAM
2595
Bellevue Asset Management
Washington
$76K
CBT
2596
CoreFirst Bank & Trust
Kansas
$74.8K
TFP
2597
Tilia Fiduciary Partners
North Carolina
$71.6K
MCM
2598
Manchester Capital Management
Vermont
$69.9K
Walleye Trading
2599
Walleye Trading
New York
$68.7K +$68.7K +167 New
PGAM
2600
Princeton Global Asset Management
New Jersey
$67.3K +$67.3K +164 New