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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 %
FFA
351
First Foundation Advisors
California
$55M +$1.43M +3,337 +3%
PFG
352
PAX Financial Group
Texas
$54.8M +$6.82M +15,888 +14%
RVPG
353
Relative Value Partners Group
$54.8M -$8.29M -19,315 -13%
NEPPG
354
New England Professional Planning Group
Rhode Island
$54.7M -$1.15M -2,680 -2%
AI
355
Accredited Investors
Minnesota
$54M -$251K -584 -0.5%
SAM
356
Securian Asset Management
Minnesota
$53.8M
SFS
357
Sowell Financial Services
Arkansas
$53.7M -$6.62M -15,348 -11%
RA
358
Rational Advisors
New York
$53.6M +$8.92M +20,764 +20%
JF
359
JSF Financial
California
$53.1M +$10.5M +24,549 +25%
GL
360
Graypoint LLC
New York
$53M +$5.68M +13,227 +12%
KFSC
361
Keystone Financial Services (Colorado)
Colorado
$53M +$8.94M +20,811 +20%
CWM
362
Cahill Wealth Management
Michigan
$52.8M +$639K +1,489 +1%
KFS
363
Kelly Financial Services
Massachusetts
$52.7M +$2.18M +5,073 +4%
CI
364
Conning Inc
Connecticut
$51.9M -$31.8K -74 -0.1%
CFGS
365
Concourse Financial Group Securities
Alabama
$51.8M +$6.23M +14,438 +14%
VCM
366
Vision Capital Management
Oregon
$51.8M -$1.22M -2,850 -2%
JWM
367
Janiczek Wealth Management
Colorado
$51.8M -$178K -414 -0.3%
FFA
368
Farther Finance Advisors
California
$51.7M +$25.3M +58,998 +96%
LWA
369
Lineweaver Wealth Advisors
Ohio
$51.6M -$581K -1,352 -1%
PA
370
Pinnacle Associates
New York
$51.6M +$1.27M +2,966 +3%
RCA
371
Resonant Capital Advisors
Wisconsin
$51.5M +$1.17M +2,702 +2%
Deutsche Bank
372
Deutsche Bank
Germany
$51.5M +$1.34M +3,121 +3%
SXL
373
Summit X LLC
Missouri
$51.4M +$7.1M +16,532 +16%
NA
374
Nottingham Advisors
New York
$51.3M -$922K -2,147 -2%
SL
375
SWMG LLC
Texas
$51.3M +$5.1M +11,871 +11%