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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 %
LWA
2626
Lowe Wealth Advisors
Maryland
$39.5K
BCPWM
2627
Bradley & Co Private Wealth Management
Florida
$39.1K
HIIFS
2628
Harel Insurance Investments & Financial Services
Israel
$39K
SIM
2629
Studio Investment Management
Illinois
$34.9K
C
2630
Covestor
United Kingdom
$31K
SL
2631
Savior LLC
Massachusetts
$23.8K +$411 +1 +2%
DFC
2632
DB Fitzpatrick & Co
Idaho
$23.4K
PK
2633
Pflug Koory
Nebraska
$21.8K
GCM
2634
Gables Capital Management
Florida
$20.6K
MI
2635
Mercer Investments
Massachusetts
$17.7K
LFA
2636
Level Financial Advisors
New York
$17.3K
FGAM
2637
Financial Gravity Asset Management
Texas
$17K +$17K +41,449 New
YAL
2638
Your Advocates Ltd
Texas
$16.9K -$3.7K -9 -18%
CNBTD
2639
Citizens National Bank Trust Department
Mississippi
$16.4K
TVWM
2640
Tower View Wealth Management
Wisconsin
$16K
BLC
2641
Brown, Lisle/Cummings
Rhode Island
$15.2K
GP
2642
Greenline Partners
New York
$14.8K +$14.8K +36 New
VF
2643
VitalStone Financial
Texas
$14K -$3.73K -8 -21%
WAM
2644
WFA Asset Management
Wisconsin
$13.3K
PCFFS
2645
Pacific Center for Financial Services
California
$13.2K +$13.2K +32 New
BCM
2646
Blume Capital Management
California
$12.3K -$14.4K -35 -54%
FCMT
2647
Founders Capital Management (Texas)
Texas
$12K
PFG
2648
Piershale Financial Group
Illinois
$11.5K +$9.46K +23 +460%
HCM
2649
Highlander Capital Management
New Jersey
$10K
SC
2650
Schubert & Co
Texas
$7.4K