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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 %
IF
451
Ironwood Financial
Arizona
$39.6M +$1.67M +3,899 +4%
MG
452
Mather Group
Illinois
$39.6M -$4.07M -9,471 -9%
HCMT
453
Highland Capital Management (Tennessee)
Tennessee
$39.5M +$8.87M +20,663 +29%
T
454
TNF
Montana
$39.5M +$5.17M +12,074 +15%
TPCW
455
TD Private Client Wealth
New York
$39.4M +$3.33M +7,763 +9%
DGAM
456
Desjardins Global Asset Management
Quebec, Canada
$39.3M -$944K -2,200 -2%
CPSAC
457
Chas P. Smith & Associates (CPS)
Florida
$39.1M -$1.59M -3,702 -4%
Barclays
458
Barclays
United Kingdom
$38.9M +$12.1M +28,078 +45%
Rafferty Asset Management
459
Rafferty Asset Management
New York
$38.4M
AA
460
Ancora Advisors
Ohio
$38.3M +$2.23M +5,190 +6%
BAAM
461
Baker Avenue Asset Management
California
$38.3M +$2.27M +5,280 +6%
TCM
462
TD Capital Management
Tennessee
$38.1M -$658K -1,533 -2%
OBWG
463
Onyx Bridge Wealth Group
New York
$38M +$4.69M +10,930 +14%
WP
464
WealthShield Partners
North Carolina
$37.7M +$6.35M +14,722 +20%
MWM
465
MBE Wealth Management
Wisconsin
$37.5M -$953K -2,219 -2%
RCM
466
Requisite Capital Management
Texas
$37.5M +$4.67M +10,832 +14%
CWG
467
Cornerstone Wealth Group
North Carolina
$37.5M +$21.8M +50,799 +139%
BOS
468
Bank of Stockton
California
$37.5M -$1.69M -4,068 -4%
BS
469
Banco Santander
Spain
$37.3M -$1.99M -4,642 -5%
HCA
470
Heck Capital Advisors
Wisconsin
$37.1M +$514K +1,197 +1%
WI
471
Wintrust Investments
Illinois
$37.1M -$405K -943 -1%
Arrowstreet Capital
472
Arrowstreet Capital
Massachusetts
$36.9M +$12.2M +28,348 +49%
CCB
473
Country Club Bank
Missouri
$36.6M +$1.8M +4,190 +5%
RL
474
Rogco LP
Oklahoma
$36.4M +$36.4M +84,707 New
TF
475
Trek Financial
Arizona
$36M +$6.93M +16,136 +24%