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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 %
ZCM
2601
Ziegler Capital Management
Illinois
$213K
HIA
2602
HTG Investment Advisors
Connecticut
$213K -$73.4K -171 -26%
EB
2603
Exchange Bank
California
$212K -$62.7K -146 -23%
LRWA
2604
Long Run Wealth Advisors
New York
$212K +$2.58K +6 +1%
FFIC
2605
First Fiduciary Investment Counsel
Ohio
$212K -$2.15K -5 -1%
NCM
2606
Noesis Capital Mangement
Florida
$211K -$11.6K -27 -5%
SPI
2607
Sutton Place Investors
New York
$211K -$111K -258 -34%
LS
2608
Leelyn Smith
Illinois
$211K +$211K +491 New
NA
2609
Nordwand Advisors
Pennsylvania
$210K
SIC
2610
Samalin Investment Counsel
New York
$210K +$210K +488 New
DBRC
2611
D.B. Root & Company
Pennsylvania
$209K +$3.01K +7 +1%
OPOWM
2612
One Plus One Wealth Management
Florida
$209K
RCA
2613
Ranch Capital Advisors
Florida
$208K -$861 -2 -0.4%
GF
2614
Goodman Financial
Texas
$207K -$22.3K -52 -10%
FS
2615
Ferguson Shapiro
Georgia
$207K -$15K -35 -7%
KCM
2616
Kathmere Capital Management
Pennsylvania
$207K -$13.3K -31 -6%
VNA
2617
Valley National Advisers
Pennsylvania
$204K -$6.44K -15 -3%
SGC
2618
Slocum, Gordon & Co
Rhode Island
$204K
FPIS
2619
Financial Planning & Information Services
Wisconsin
$203K -$115K -267 -36%
MTC
2620
Matrix Trust Company
Colorado
$203K +$70.5K +164 +53%
AIA
2621
Alera Investment Advisors
Illinois
$203K
RCM
2622
Radnor Capital Management
Pennsylvania
$202K +$202K +470 New
PFA
2623
Petra Financial Advisors
Colorado
$202K
HP
2624
HT Partners
Connecticut
$201K
MHR
2625
Matthew Hamilton Rosenberg
$199K +$429 +1 +0.2%