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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 %
MAWCM
2626
Mine & Arao Wealth Creation & Management
California
$198K
MSFP
2627
Mark Sheptoff Financial Planning
Connecticut
$196K +$132K +307 +207%
BCM
2628
Blume Capital Management
California
$193K +$193K +450 New
EG
2629
Ellerson Group
Maryland
$193K -$63.1K -147 -25%
MM
2630
Main Management
California
$191K
AIM
2631
Anchor Investment Management
South Carolina
$183K +$58K +135 +46%
CCP
2632
Carmel Capital Partners
California
$181K -$1.72K -4 -0.9%
VNIM
2633
Vaughan Nelson Investment Management
Texas
$178K
HCM
2634
Hillman Capital Management
Maryland
$171K
SIM
2635
Strategic Investment Management
Virginia
$170K
GWM
2636
Grand Wealth Management
Michigan
$167K -$22.3K -52 -12%
WA
2637
WestEnd Advisors
North Carolina
$162K +$162K +378 New
RAM
2638
Riggs Asset Management
Pennsylvania
$161K +$15K +35 +10%
CICI
2639
Capital Investment Counsel Inc
North Carolina
$156K -$41.6K -97 -21%
DAC
2640
Dividend Assets Capital
South Carolina
$153K -$38.6K -90 -20%
AWM
2641
Aspire Wealth Management
Massachusetts
$152K
GWANC
2642
Guardian Wealth Advisors (North Carolina)
North Carolina
$150K -$33.3K -77 -18%
FPF
2643
First Pacific Financial
Washington
$147K
IF
2644
Integrity Financial
Wyoming
$146K +$96.2K +224 +195%
GWSA
2645
Global Wealth Strategies & Associates
Colorado
$142K
RPCA
2646
Running Point Capital Advisors
California
$138K
CQS
2647
Credential Qtrade Securities
$133K
DWA
2648
Delos Wealth Advisors
Texas
$132K -$17.7K -39 -12%
SFA
2649
Semmax Financial Advisors
North Carolina
$131K +$131K +296 New
TSW
2650
Thompson Siegel & Walmsley
Virginia
$129K