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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 %
IWM
526
Integris Wealth Management
California
$31.2M -$15M -34,963 -33%
PVAMC
527
PPS&V Asset Management Consultants
Michigan
$31.1M -$1.05M -2,434 -3%
FA
528
FDx Advisors
Illinois
$31.1M +$6.95M +16,194 +29%
RJT
529
Raymond James Trust
Florida
$30.9M +$1.22M +2,849 +4%
CAG
530
Crestwood Advisors Group
Massachusetts
$30.9M +$6.61M +15,397 +27%
GRP
531
Global Retirement Partners
California
$30.9M +$1.51M +3,549 +5%
BA
532
Bluesphere Advisors
Pennsylvania
$30.9M +$628K +1,463 +2%
SS
533
Simplicity Solutions
Minnesota
$30.8M -$7.74M -18,023 -20%
KCM
534
Kaye Capital Management
California
$30.7M -$146K -339 -0.5%
BWIA
535
Bryant Woods Investment Advisors
New York
$30.3M +$350K +816 +1%
SIA
536
Sovereign Investment Advisors
Arizona
$30.3M
MM
537
Meridian Management
Arkansas
$30.2M +$1.17M +2,727 +4%
BHWM
538
Bay Harbor Wealth Management
Maryland
$30M +$4.94M +11,442 +20%
BFEC
539
Benjamin F. Edwards & Company
Missouri
$30M +$1.05M +2,439 +4%
KFA
540
Kelleher Financial Advisors
New York
$30M +$359K +837 +1%
FFA
541
Fi3 Financial Advisors
Indiana
$29.8M +$818K +1,906 +3%
AAMA
542
Advanced Asset Management Advisors
Ohio
$29.7M -$24.5K -57 -0.1%
SQA
543
Simon Quick Advisors
New Jersey
$29.7M +$542K +1,263 +2%
BFA
544
Beaumont Financial Advisors
Massachusetts
$29.6M +$636K +1,481 +2%
CAM
545
Cobblestone Asset Management
Virginia
$29.6M +$29.6M +68,833 New
BAM
546
Beaumont Asset Management
Texas
$29.4M +$1.5M +3,501 +5%
ACM
547
Advisors Capital Management
New Jersey
$29.3M +$3.98M +9,259 +16%
WS
548
Wedbush Securities
California
$29.3M -$46.4K -108 -0.2%
RA
549
Riverstone Advisors
Texas
$29M +$8.89M +20,692 +44%
PI
550
Parkside Investments
Illinois
$29M -$401K -934 -1%