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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 %
RA
501
RFG Advisory
Alabama
$33.4M +$323K +751 +1%
CFO
502
Custos Family Office
Texas
$33.3M -$256K -597 -0.8%
MYIA
503
Mount Yale Investment Advisors
Colorado
$33.3M +$4.19M +9,767 +14%
EWM
504
Evercore Wealth Management
New York
$33.3M +$1.06M +2,479 +3%
BHB
505
Bank Hapoalim BM
Israel
$33.2M
BA
506
Bristlecone Advisors
Washington
$33.1M -$362K -843 -1%
GWM
507
GoalFusion Wealth Management
Texas
$33M +$83.7K +195 +0.3%
KFP
508
KB Financial Partners
New Jersey
$32.9M -$21.9K -51 -0.1%
RFP
509
Roth Financial Partners
Texas
$32.7M +$213K +497 +0.7%
EIA
510
Eldridge Investment Advisors
New Hampshire
$32.7M -$1.93M -4,500 -6%
CFC
511
Coyle Financial Counsel
Illinois
$32.6M -$36.5K -85 -0.1%
SC
512
Savant Capital
Illinois
$32.4M +$76.9K +179 +0.2%
KPWS
513
Kestra Private Wealth Services
Texas
$32.4M +$2.58M +5,997 +9%
FHC
514
Fort Henry Capital
West Virginia
$32.3M -$961K -2,239 -3%
B
515
Bailard
California
$32.2M -$2.18M -5,086 -6%
CGFA
516
Colton Groome Financial Advisors
North Carolina
$32.2M +$3.11M +7,251 +11%
BAG
517
Briggs Advisory Group
Rhode Island
$32.1M -$124K -288 -0.4%
TAM
518
TCP Asset Management
Ohio
$31.9M +$1.65M +3,852 +5%
MA
519
MCF Advisors
Kentucky
$31.9M -$934K -2,171 -3%
CWM
520
Cranbrook Wealth Management
Michigan
$31.9M -$1.56M -3,632 -5%
IWMA
521
Ironwood Wealth Management (Arizona)
Arizona
$31.9M -$8.47M -19,724 -21%
HPM
522
Hoxton Planning & Management
West Virginia
$31.8M -$1.34M -3,122 -4%
EW
523
Enzi Wealth
Texas
$31.7M -$1.43M -3,301 -4%
EWA
524
Exencial Wealth Advisors
Oklahoma
$31.2M +$1.77M +4,112 +6%
CWS
525
Cypress Wealth Services
California
$31.2M +$3.52M +8,203 +13%