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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 %
NEAM
426
New England Asset Management
Connecticut
$42.5M -$432K -1,005 -1%
CFP
427
Catalyst Financial Partners
Massachusetts
$42.5M +$5.98M +13,920 +16%
CA
428
Centerpoint Advisors
Massachusetts
$42.4M +$1.52M +3,531 +4%
P3I
429
Progeny 3 Inc
Washington
$42.2M
ST
430
Smithfield Trust
Pennsylvania
$41.8M -$944K -2,198 -2%
RhumbLine Advisers
431
RhumbLine Advisers
Massachusetts
$41.7M -$11.6M -26,909 -22%
HIG
432
Heritage Investment Group
Florida
$41.7M +$1.15M +2,675 +3%
CG
433
Colony Group
Massachusetts
$41.6M -$387K -902 -0.9%
SCA
434
Snowden Capital Advisors
New York
$41.5M +$3.89M +9,062 +10%
SHIM
435
Stone House Investment Management
Pennsylvania
$41.2M -$7.57M -17,627 -16%
UOMF
436
University of Massachusetts Foundation
Massachusetts
$41.1M
BHWM
437
Bar Harbor Wealth Management
New Hampshire
$41.1M -$1,000K -2,328 -2%
WBG
438
Wharton Business Group
Pennsylvania
$41M -$29.4M -68,529 -42%
SIG
439
Stonegate Investment Group
Alabama
$41M +$4.07M +9,468 +11%
FA
440
Fiducient Advisors
Illinois
$40.8M -$1.74M -4,042 -4%
AWM
441
Avior Wealth Management
Nebraska
$40.7M -$974K -2,269 -2%
DE
442
Day & Ennis
Georgia
$40.4M +$1.8M +4,194 +5%
SPIA
443
Strategic Point Investment Advisors
Rhode Island
$40.3M +$1.25M +2,912 +3%
SMC
444
Smith, Moore & Co
Missouri
$40.1M +$936K +2,180 +2%
SHGA
445
Sand Hill Global Advisors
California
$40.1M +$655K +1,525 +2%
LNB
446
Ledyard National Bank
$40M +$1.99M +4,638 +5%
PSCM
447
Per Stirling Capital Management
Texas
$40M +$256K +595 +0.6%
MSWMA
448
Market Street Wealth Management Advisors
Indiana
$39.9M +$3.72M +8,673 +10%
MWA
449
Meridian Wealth Advisors
Texas
$39.8M -$62.3K -145 -0.2%
VWA
450
Visionary Wealth Advisors
Illinois
$39.8M -$265K -617 -0.7%