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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 %
GC
251
Grimes & Company
Massachusetts
$83.8M +$1.26M +2,927 +2%
FDCDDQ
252
Federation des caisses Desjardins du Quebec
Quebec, Canada
$83.5M -$1.37M -3,183 -2%
QCG
253
Quadrant Capital Group
Ohio
$83M +$3.94M +9,173 +5%
Kayne Anderson Rudnick Investment Management
254
Kayne Anderson Rudnick Investment Management
California
$83M +$10.6M +24,744 +15%
SIM
255
SSI Investment Management
California
$82.8M -$581K -1,352 -0.7%
FNBT
256
FineMark National Bank & Trust
Florida
$82.4M +$4.75M +11,058 +6%
HSBC Holdings
257
HSBC Holdings
United Kingdom
$81.8M +$13.6M +31,715 +20%
SWM
258
SigFig Wealth Management
California
$81.6M -$9.32M -21,706 -10%
ASN
259
Advisory Services Network
Georgia
$81.2M +$6.16M +14,346 +8%
CWA
260
Core Wealth Advisors
Florida
$81.2M +$3.03M +7,067 +4%
DWM
261
Dechtman Wealth Management
Colorado
$80.6M -$550K -1,281 -0.7%
DADC
262
D.A. Davidson & Co
Montana
$80.4M -$812K -1,892 -1%
SAM
263
Satovsky Asset Management
New York
$79.5M -$868K -2,022 -1%
Ensign Peak Advisors
264
Ensign Peak Advisors
Utah
$79.4M
GAM
265
Gotham Asset Management
New York
$78.8M +$7.57M +17,617 +11%
GIM
266
Goelzer Investment Management
Indiana
$78.2M +$5.06M +11,788 +7%
BWM
267
Baystate Wealth Management
Massachusetts
$78M +$1.1M +2,571 +1%
BTI
268
Blue Trust Inc
Georgia
$77.8M -$5.03M -11,285 -6%
MA
269
Montag & Associates
Georgia
$77.3M -$1.63M -3,778 -2%
AF
270
Allworth Financial
California
$77M -$13.8M -32,181 -15%
FCFC
271
First Commonwealth Financial Corp
Pennsylvania
$76.7M +$2.17M +5,045 +3%
SW
272
SteelPeak Wealth
California
$75.3M +$14.5M +33,547 +24%
CA
273
Cambridge Associates
Massachusetts
$75.3M +$66.8M +155,597 +787%
AA
274
ALPS Advisors
Colorado
$75.2M -$436K -1,015 -0.6%
AC
275
Allstate Corporation
Illinois
$74.9M -$2.96M -6,900 -4%