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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 %
MCM
2601
Magnolia Capital Management
New York
$63K
MAM
2602
Marquette Asset Management
Minnesota
$62.9K -$11.5K -28 -15%
MSFP
2603
Mark Sheptoff Financial Planning
Connecticut
$60.8K -$37K -90 -38%
PCTC
2604
Perkins Coie Trust Company
Washington
$60.8K
AWM
2605
Atticus Wealth Management
Florida
$59.6K -$99.1K -241 -62%
LTI
2606
Laffer Tengler Investments
Tennessee
$59.2K
CWA
2607
Carolina Wealth Advisors
South Carolina
$58.4K
NMG
2608
New Millennium Group
Utah
$58.2K -$413 -1 -0.7%
ACA
2609
Atlas Capital Advisors
Wyoming
$55.9K -$9.04K -22 -14%
FFA
2610
Fairfield Financial Advisors
Massachusetts
$53.1K +$1.62K +4 +3%
RTC
2611
Riverview Trust Company
Washington
$51.4K
FFC
2612
First Financial Corp
Indiana
$47.7K
IF
2613
Integrity Financial
Wyoming
$47.3K -$2.47K -6 -5%
WA
2614
WestEnd Advisors
North Carolina
$46.9K -$1.66M -4,311 Closed
ATC
2615
Adirondack Trust Company
New York
$46.9K
GTAM
2616
Global Trust Asset Management
Florida
$46.3K
HBW
2617
Hazlett, Burt & Watson
West Virginia
$45K
HFM
2618
Hartford Financial Management
Connecticut
$44K
PG
2619
Proffitt & Goodson
Tennessee
$43.2K -$30K -73 -41%
EWP
2620
Elevation Wealth Partners
California
$43.2K +$43.2K +105 New
AA
2621
AlphaMark Advisors
Kentucky
$43K
KC
2622
Knuff & Co
California
$41.1K
CSC
2623
Caldwell Sutter Capital
California
$41.1K +$41.1K +100 New
NSG
2624
Nalls Sherbakoff Group
Tennessee
$41K +$41K +101 New
PIA
2625
Powell Investment Advisors
Florida
$40.3K