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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 %
PSP
2576
Pacific Sage Partners
Washington
$227K
WIP
2577
WealthCare Investment Partners
Rhode Island
$226K
BAM
2578
Byrne Asset Management
New Jersey
$226K -$242K
RFM
2579
Royal Fund Management
Florida
$226K +$14.2K +33 +7%
OHWA
2580
Oak Hill Wealth Advisors
Virginia
$226K
HHAA
2581
Henry H. Armstrong Associates
Pennsylvania
$225K
PFA
2582
Professional Financial Advisors
Nebraska
$224K +$224K +523 New
RCA
2583
Riverview Capital Advisers
Massachusetts
$224K
CPA
2584
Capital Planning Advisors
California
$222K
HIMC
2585
Heritage Investors Management Corp
Maryland
$219K -$4.29K -10 -2%
RWM
2586
Revisor Wealth Management
Ohio
$219K +$219K +509 New
BCM
2587
Buckhead Capital Management
Georgia
$218K +$14.6K +34 +7%
FWSM
2588
First Wilshire Securities Management
California
$218K
AIM
2589
Alhambra Investment Management
Florida
$218K -$2.15K -5 -1%
RA
2590
Rise Advisors
New York
$217K -$115K -267 -35%
PIP
2591
Peachtree Investment Partners
Florida
$217K -$857K -1,995 -80%
BB
2592
Bell Bank
North Dakota
$216K
PCM
2593
Piedmont Capital Management
Montana
$216K +$8.16K +19 +4%
FVWA
2594
Foster Victor Wealth Advisors
South Carolina
$216K +$216K +501 New
JWBC
2595
John W. Brooker & Co
California
$216K
VCM
2596
Verde Capital Management
Michigan
$216K +$4.29K +10 +2%
SC
2597
Schulhoff & Co
Ohio
$216K
HIS
2598
Horizon Investment Services
Indiana
$215K
LB
2599
Legacy Bridge
Iowa
$215K
SW
2600
SMART Wealth
Nebraska
$214K +$214K +499 New