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iShares Core S&P 500 ETF

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M
Name Holding Trade Value Shares
Change
Shares
Change %
KFA
551
Kelleher Financial Advisors
New York
$25.7M -$1.38M -3,347 -5%
CA
552
Clearstead Advisors
Ohio
$25.6M +$1.87M +4,540 +8%
GRP
553
Global Retirement Partners
California
$25.5M +$1.62M +3,950 +7%
CA
554
Cornerstone Advisors
North Carolina
$25.5M
PWM
555
Perigon Wealth Management
California
$25.3M -$199K -485 -0.8%
DZ Bank
556
DZ Bank
Germany
$25.2M +$198K +481 +0.8%
FNBOH
557
First National Bank of Hutchinson
Kansas
$25.2M -$1.91M -4,638 -7%
TC
558
Trilogy Capital
California
$25.2M +$1.03M +2,498 +4%
BIAS
559
Beacon Investment Advisory Services
New Jersey
$25.1M -$72.8K -177 -0.3%
JWA
560
JFS Wealth Advisors
Pennsylvania
$25.1M +$198K +482 +0.8%
KPWS
561
Kestra Private Wealth Services
Texas
$25.1M +$8.17M +19,885 +48%
CTA
562
Colonial Trust Advisors
South Carolina
$24.9M -$169K -411 -0.7%
NCM
563
Novare Capital Management
North Carolina
$24.9M -$731K -1,778 -3%
SIAM
564
Sterling Investment Advisors (Missouri)
Missouri
$24.9M +$798K +1,942 +3%
ACP
565
Aveo Capital Partners
Colorado
$24.7M +$872K +2,122 +4%
BA
566
Bellwether Advisors
Nebraska
$24.7M -$1.61M -3,908 -6%
RCAG
567
Rehmann Capital Advisory Group
Michigan
$24.6M +$4.8M +11,665 +24%
FFA
568
Fi3 Financial Advisors
Indiana
$24.6M +$803K +1,953 +3%
OGF
569
Orin Green Financial
California
$24.5M -$345K -840 -1%
AWM
570
Avondale Wealth Management
Texas
$24.5M -$230K -560 -0.9%
RCM
571
Rain Capital Management
Oregon
$24.4M -$504K -1,227 -2%
AIA
572
Avalon Investment & Advisory
Texas
$24.2M +$2.07M +5,046 +9%
BHWM
573
Bay Harbor Wealth Management
Maryland
$24.2M -$701K -1,705 -3%
BFP
574
Beacon Financial Planning
Massachusetts
$24.1M +$255K +620 +1%
ERWM
575
Elk River Wealth Management
Colorado
$24M +$3.73M +9,071 +18%