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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 %
HB
2701
Horizon Bancorp
Indiana
$40K +$40K +94 New
PIA
2702
Powell Investment Advisors
Florida
$29.8K -$12.5K -29 -30%
CFS
2703
CGC Financial Services
Oregon
$29.2K
DFC
2704
DB Fitzpatrick & Co
Idaho
$26.2K +$1.72K +4 +7%
TFG
2705
Team Financial Group
California
$25.7K +$25.7K +60 New
SL
2706
Savior LLC
Massachusetts
$25K
PK
2707
Pflug Koory
Nebraska
$22.8K
C
2708
Covestor
United Kingdom
$20K -$444 -1 -2%
SFG
2709
Steward Financial Group
Texas
$20K
MI
2710
Mercer Investments
Massachusetts
$18.5K
LFA
2711
Level Financial Advisors
New York
$18K
CNBTD
2712
Citizens National Bank Trust Department
Mississippi
$17.2K
TVWM
2713
Tower View Wealth Management
Wisconsin
$17K +$436 +1 +3%
GP
2714
Greenline Partners
New York
$15.5K
PCFFS
2715
Pacific Center for Financial Services
California
$13.7K -$18.5K -43 -57%
S
2716
Syntrinsic
Colorado
$13.3K +$13.3K +30 New
FCMT
2717
Founders Capital Management (Texas)
Texas
$12.5K
EAM
2718
Eukles Asset Management
Ohio
$11.2K +$8.16K +19 +271%
HCM
2719
Highlander Capital Management
New Jersey
$11K
AF
2720
Arrow Financial
New York
$10.7K +$5.15K +12 +92%
CI
2721
Cordant Inc
Oregon
$9.02K +$9.02K +21 New
GCM
2722
Gables Capital Management
Florida
$8.59K -$2.15K -5 -20%
MTIC
2723
Missouri Trust & Investment Company
Missouri
$7.3K
CIM
2724
Contravisory Investment Management
Massachusetts
$6.44K +$6.44K +15 New
WAM
2725
WFA Asset Management
Wisconsin
$6.25K -$7.49K -18 -55%