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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 %
SIM
251
SSI Investment Management
California
$73.8M -$7.94M -19,314 -10%
FNBT
252
FineMark National Bank & Trust
Florida
$73.8M +$2.39M +5,802 +3%
EPA
253
Element Pointe Advisors
Florida
$73.5M -$867K -2,110 -1%
AT
254
Arvest Trust
Oklahoma
$73M -$5.17M -12,582 -7%
Daiwa Securities Group
255
Daiwa Securities Group
Japan
$72.2M +$46M +96,326 +176%
RWM
256
Rezny Wealth Management
Florida
$71.9M -$15.1M -36,614 -17%
TLFA
257
True Link Financial Advisors
California
$71.8M +$825K +2,008 +1%
Kayne Anderson Rudnick Investment Management
258
Kayne Anderson Rudnick Investment Management
California
$71.7M -$24.8M -60,384 -26%
BL
259
Balentine LLC
Georgia
$71.5M -$3.44M -8,374 -5%
M1FG
260
Mach-1 Financial Group
Arkansas
$71.2M +$71.2M +256 New
OWM
261
Orgel Wealth Management
Wisconsin
$70.4M -$100K -244 -0.1%
FMWA
262
Forvis Mazars Wealth Advisors
Missouri
$70.3M +$168K +408 +0.2%
Sumitomo Mitsui Trust Group
263
Sumitomo Mitsui Trust Group
Japan
$69.3M +$16.7M +40,590 +32%
UID
264
Union Investments & Development
Israel
$69.1M
GT
265
Glenmede Trust
Pennsylvania
$69.1M -$2.08M -5,057 -3%
GIM
266
Goelzer Investment Management
Indiana
$69M +$8.6M +20,917 +14%
LF
267
Lee Financial
Texas
$68.9M +$1.96M +4,778 +3%
GAM
268
Gotham Asset Management
New York
$68.6M +$155K +376 +0.2%
DADC
269
D.A. Davidson & Co
Montana
$68.3M +$443K +1,079 +0.7%
HFA
270
High Falls Advisors
New York
$68.3M -$1.72M -4,179 -2%
VFA
271
Valeo Financial Advisors
Indiana
$68.1M +$1.4M +3,408 +2%
CF
272
Cantor Fitzgerald
New York
$67.8M +$7.5M +18,235 +12%
MGB
273
Mass General Brigham
Massachusetts
$67.7M -$19.1M -46,475 -22%
CS
274
Comerica Securities
Michigan
$67.7M -$2.03M -4,927 -3%
ASN
275
Advisory Services Network
Georgia
$67.5M +$7.45M +18,129 +12%