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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 %
KFP
376
KMG Fiduciary Partners
Ohio
$51.1M +$40.8K +95 +0.1%
HCC
377
Hirtle Callaghan & Co
Pennsylvania
$51.1M +$148K +344 +0.3%
SAS
378
Sage Advisory Services
Texas
$51M -$9.81M -22,851 -16%
BOCM
379
Bontempo Ohly Capital Management
Maryland
$50.8M -$4.85M -11,300 -9%
HI
380
Hudock Inc
Pennsylvania
$50.8M +$1.51M +3,518 +3%
MWM
381
Mascoma Wealth Management
New Hampshire
$50.3M +$1.07M +2,494 +2%
ETS
382
ESL Trust Services
New York
$49.9M +$569K +1,326 +1%
GF
383
Gries Financial
Ohio
$49.8M +$4.72M +10,999 +10%
PWLP
384
Prio Wealth Limited Partnership
Massachusetts
$49.8M -$521K -1,213 -1%
CIBC World Market
385
CIBC World Market
Ontario, Canada
$49.4M -$2.55M -5,932 -5%
HNB
386
Huntington National Bank
Ohio
$49.2M -$52M
CTB
387
Country Trust Bank
Illinois
$49.1M -$110K -255 -0.2%
GSAM
388
Grant Street Asset Management
Pennsylvania
$49M -$1.99M -4,625 -4%
HWM
389
HighMark Wealth Management
Minnesota
$48.9M -$611K -1,424 -1%
LWM
390
Liberty Wealth Management
California
$48.7M +$3.43M +7,979 +8%
PWM
391
Perigon Wealth Management
California
$48.4M +$1.94M +4,526 +4%
SAM
392
Standpoint Asset Management
Arizona
$48.1M +$1.37M +3,200 +3%
OAP
393
One Advisory Partners
Kansas
$47.7M +$4.88M +11,356 +11%
CCWA
394
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$47.3M -$1.71M -3,988 -3%
CB
395
Community Bank
New York
$46.9M -$37.8K -88 -0.1%
HA
396
Harfst & Associates
Wyoming
$46.9M +$701K +1,633 +2%
KPWG
397
KFA Private Wealth Group
Virginia
$46.8M +$209K +486 +0.4%
BF
398
BOK Financial
Oklahoma
$46.6M -$583K -1,388 -1%
PIM
399
Parker Investment Management
California
$46.4M +$1.36M +3,160 +3%
OC
400
Oppenheimer & Co
New York
$46.3M -$27.5K -64 -0.1%