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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 %
PWM
2651
Provident Wealth Management
Tennessee
$125K -$38.6K -90 -24%
HBW
2652
Hazlett, Burt & Watson
West Virginia
$125K +$78.1K +183 +166%
MIM
2653
MTM Investment Management
South Carolina
$124K -$15K -35 -11%
RF
2654
Robbins Farley
New Hampshire
$121K
PAIM
2655
Punch & Associates Investment Management
Minnesota
$119K -$7.3K -17 -6%
GTAM
2656
Global Trust Asset Management
Florida
$118K +$39.9K +93 +51%
PCTC
2657
Perkins Coie Trust Company
Washington
$117K
LFASL
2658
Lugano Financial Advisors SA (LFA)
Switzerland
$110K +$110K +257 New
BIA
2659
Bell Investment Advisors
California
$110K -$13.3K -31 -11%
WWM
2660
Wolff Wiese Magana
California
$108K
DFA
2661
DHJJ Financial Advisors
Illinois
$108K +$108K +252 New
MCM
2662
Mill Capital Management
North Carolina
$107K
AWM
2663
Ameliora Wealth Management
Switzerland
$100K
DF
2664
DecisionPoint Financial
Arizona
$96.6K
KFO
2665
Kopp Family Office
Minnesota
$96K
PGAM
2666
Princeton Global Asset Management
New Jersey
$95.7K +$25.3K +59 +36%
FFL
2667
Financial Freedom LLC
Ohio
$91.1K -$20.6K -48 -18%
AT
2668
Avalon Trust
New Mexico
$85.9K
CAM
2669
Costello Asset Management
Pennsylvania
$85.4K
MBFW
2670
Morton Brown Family Wealth
Pennsylvania
$83.3K +$83.3K +194 New
LFA
2671
Legend Financial Advisors
Pennsylvania
$79.4K
BAM
2672
Bellevue Asset Management
Washington
$79.4K
Russell Investments Group
2673
Russell Investments Group
United Kingdom
$73.2K -$80.3M -186,453 -100%
VAG
2674
VisionPoint Advisory Group
Texas
$73K -$1.3M -3,026 -95%
MCM
2675
Magnolia Capital Management
New York
$66K