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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 %
EPA
276
Element Pointe Advisors
Florida
$74.7M +$724K +1,687 +1%
BBVA
277
Banco Bilbao Vizcaya Argentaria
Spain
$74M -$69.6M -164,323 -48%
HFS
278
Hantz Financial Services
Michigan
$74M +$3.12M +7,265 +4%
RWM
279
Rezny Wealth Management
Florida
$73.8M -$2.4M -5,595 -3%
RIA
280
Regal Investment Advisors
Michigan
$72.5M +$4.74M +11,038 +7%
BL
281
Balentine LLC
Georgia
$72.4M -$63.1K -147 -0.1%
UID
282
Union Investments & Development
Israel
$72.2M
FMWA
283
Forvis Mazars Wealth Advisors
Missouri
$72M -$895K -2,083 -1%
CFO
284
Callan Family Office
Pennsylvania
$71.9M +$8.99M +20,937 +14%
MLIC
285
Mandatum Life Insurance Company
Finland
$71.7M +$4.73M +11,017 +7%
VFA
286
Valeo Financial Advisors
Indiana
$71.6M +$784K +1,826 +1%
BMCM
287
Bryn Mawr Capital Management
Pennsylvania
$71.2M -$567K -1,321 -0.8%
MFG
288
Merit Financial Group
Georgia
$71.1M +$10.4M +24,200 +17%
SCA
289
St. Clair Advisors
Ohio
$70.7M +$606K +1,412 +0.9%
AT
290
Arvest Trust
Oklahoma
$70.6M -$1.34M -3,122 -2%
MCWS
291
McKinley Carter Wealth Services
West Virginia
$70.5M +$1.7M +3,952 +2%
FWCM
292
Ferguson Wellman Capital Management
Oregon
$69.6M +$3.56M +8,286 +5%
BBA
293
BLB&B Advisors
Pennsylvania
$69.5M +$2.2M +5,128 +3%
KA
294
Kovack Advisors
Florida
$69.2M +$8.73M +20,340 +14%
1WM
295
1900 Wealth Management
Texas
$69.2M +$32.2M +74,923 +87%
CS
296
Cisco Systems
California
$68.7M +$27.9M +65,000 +68%
CA
297
Crewe Advisors
Utah
$67.9M +$2.27M +5,289 +3%
VFIC
298
Valley Forge Investment Consultants
Pennsylvania
$67.2M +$8.33M +19,390 +14%
GT
299
Glenmede Trust
Pennsylvania
$67M -$5.23M -12,168 -7%
BWP
300
BSW Wealth Partners
Colorado
$66.4M -$909K -2,117 -1%