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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 %
PFA
476
Pettinga Financial Advisors
Indiana
$35.9M +$7.29M +16,967 +25%
WS
477
Wela Strategies
Georgia
$35.9M +$35.9M +83,512 New
SFA
478
Sequoia Financial Advisors
Ohio
$35.8M +$1.18M +2,759 +3%
FCBT
479
First Citizens Bank & Trust
North Carolina
$35.4M +$6.26M +14,588 +22%
GPA
480
Guidance Point Advisors
Massachusetts
$35.3M -$1.51M -3,519 -4%
WAAG
481
Wealth Alliance Advisory Group
Kansas
$35.3M +$609K +1,419 +2%
TA
482
Tectonic Advisors
Texas
$35.2M +$2.63M +6,135 +8%
CWM
483
Cornerstone Wealth Management
Missouri
$35.2M -$1.58M -3,682 -4%
TGAM
484
TBH Global Asset Management
Tennessee
$35.1M +$5.27M +12,267 +18%
BFA
485
Bluestem Financial Advisors
Illinois
$35.1M +$838K +1,951 +2%
FWM
486
Fairhaven Wealth Management
Illinois
$35M +$890K +2,072 +3%
BG
487
Benedetti & Gucer
Georgia
$35M -$4.93M -11,490 -12%
PA
488
Parallel Advisors
California
$34.7M +$5.11M +11,903 +17%
WA
489
Waterford Advisors
New York
$34.5M +$521K +1,214 +2%
EWA
490
EP Wealth Advisors
California
$34.4M +$32.3M +75,166 +1,512%
AWM
491
Apollon Wealth Management
South Carolina
$34.3M -$7.48M -17,416 -18%
MSA
492
Marino Stram & Associates
Massachusetts
$34.2M +$322K +750 +1%
Luther King Capital Management (LKCM)
493
Luther King Capital Management (LKCM)
Texas
$34.1M -$35M
BIM
494
Bridges Investment Management
Nebraska
$34.1M -$718K -1,671 -2%
BSSFA
495
Baron Silver Stevens Financial Advisors
Florida
$33.9M -$1.49M -3,470 -4%
TA
496
Teramo Advisors
Florida
$33.8M
AAG
497
Armstrong Advisory Group
Massachusetts
$33.6M -$706K -1,644 -2%
GLA
498
Great Lakes Advisors
Illinois
$33.6M -$1.17M -2,722 -3%
KTA
499
Keeley-Teton Advisors
Illinois
$33.4M +$325K +756 +1%
GIA
500
Gladstone Institutional Advisory
Florida
$33.4M +$1.56M +3,626 +5%