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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 %
CMS
2726
Capital Market Strategies
Florida
-$610K -1,589 Closed
RAG
2727
RIA Advisory Group
Iowa
-$595K -1,548 Closed
SGA
2728
Sustainable Growth Advisers
Connecticut
-$566K -1,474 Closed
RP
2729
Riverwater Partners
Wisconsin
-$551K -1,435 Closed
WFA
2730
WMG Financial Advisors
Tennessee
-$497K -1,293 Closed
SW
2731
SMART Wealth
Nebraska
-$496K -1,291 Closed
BFAG
2732
Blackston Financial Advisory Group
Florida
-$477K -1,242 Closed
HZ
2733
Hixon Zuercher
Ohio
-$446K -1,161 Closed
CIM
2734
Confluence Investment Management
Missouri
-$436K -1,134 Closed
LG
2735
Lane Generational
Massachusetts
-$417K -1,086 Closed
ISWM
2736
Independent Solutions Wealth Management
New York
-$392K -1,020 Closed
PA
2737
Paragon Advisors
Texas
-$353K -921 Closed
TPW
2738
Tiller Private Wealth
Pennsylvania
-$352K -915 Closed
LEFP
2739
Leading Edge Financial Planning
Tennessee
-$346K -902 Closed
PP
2740
PrairieView Partners
Minnesota
-$307K -800 Closed
RCM
2741
Radnor Capital Management
Pennsylvania
-$320K -797 Closed
RPSA
2742
Richard P. Slaughter Associates
Texas
-$295K -768 Closed
OFS
2743
OneAscent Financial Services
Alabama
-$289K -753 Closed
JWCA
2744
J.W. Coons Advisors
Ohio
-$287K -748 Closed
BCM
2745
Birch Capital Management
Texas
-$281K -732 Closed
AC
2746
Annandale Capital
Texas
-$275K -716 Closed
GWA
2747
GGM Wealth Advisors
Maryland
-$265K -680 Closed
Capital World Investors
2748
Capital World Investors
California
-$249K -647 Closed
DL
2749
DOHJ LLC
Washington
-$248K -645 Closed
LS
2750
Leelyn Smith
Illinois
-$233K -606 Closed