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iShares Core S&P 500 ETF

2,706 hedge funds and large institutions have $240B invested in iShares Core S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,140 increasing their positions, 1,054 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,706
Holders Change
+44
Holders Change %
+1.65%
% of All Funds
42.67%
Holding in Top 10
879
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+4.02%
% of All Funds
13.86%
New
146
Increased
1,140
Reduced
1,054
Closed
74
Calls
$460M
Puts
$181M
Net Calls
+$279M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Shares
Change %
PCFFS
2676
Pacific Center for Financial Services
California
$33.4K +$19.2K +43 +134%
KA
2677
Kozak & Associates
Colorado
$31.9K +$31.5K +70 +7,000%
CFS
2678
CGC Financial Services
Oregon
$30.3K +$30.3K +68 New
SL
2679
Savior LLC
Massachusetts
$25.9K
DFC
2680
DB Fitzpatrick & Co
Idaho
$25.4K
PP
2681
PrairieView Partners
Minnesota
$25K +$25K +58 New
PK
2682
Pflug Koory
Nebraska
$23.6K
SFC
2683
SYM Financial Corp
Indiana
$21.2K +$21.2K +48 New
C
2684
Covestor
United Kingdom
$21K -$13.7K -30 -39%
SFG
2685
Steward Financial Group
Texas
$20K +$20K +47 New
FGAM
2686
Financial Gravity Asset Management
Texas
$19.6K +$1.14K +2,552 +6%
MI
2687
Mercer Investments
Massachusetts
$19.2K
LFA
2688
Level Financial Advisors
New York
$18.7K
NL
2689
NVWM LLC
Pennsylvania
$18.7K +$18.7K +42 New
YAL
2690
Your Advocates Ltd
Texas
$18.3K
CNBTD
2691
Citizens National Bank Trust Department
Mississippi
$17.8K
TVWM
2692
Tower View Wealth Management
Wisconsin
$17K
BLC
2693
Brown, Lisle/Cummings
Rhode Island
$16.5K
GP
2694
Greenline Partners
New York
$16K
VF
2695
VitalStone Financial
Texas
$15K +$3.16K +8 +27%
EA
2696
Evolution Advisers
Virginia
$15K +$15K +34 New
WAM
2697
WFA Asset Management
Wisconsin
$14.5K +$440 +1 +3%
FCMT
2698
Founders Capital Management (Texas)
Texas
$12.9K
GCM
2699
Gables Capital Management
Florida
$11.1K -$11.1K -25 -50%
HCM
2700
Highlander Capital Management
New Jersey
$11K