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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 %
WTB
576
Washington Trust Bank
Washington
$26.9M +$35.6K +83 +0.1%
PFP
577
Pinnacle Financial Partners
Tennessee
$26.9M +$578K +1,345 +2%
ES
578
ETF Store
Kansas
$26.6M +$870K +2,012 +3%
ATC
579
Argent Trust Co
Tennessee
$26.6M -$3.1M -7,211 -10%
FCA
580
FinTrust Capital Advisors
South Carolina
$26.5M +$1.4M +3,268 +6%
BA
581
Bellwether Advisors
Nebraska
$26.3M +$577K +1,344 +2%
VCM
582
Verger Capital Management
North Carolina
$26.2M -$1.28M -2,980 -5%
SWA
583
Stratos Wealth Advisors
Ohio
$26.1M +$2.76M +6,436 +12%
FMN
584
Financial Management Network
California
$26.1M +$1.29M +3,021 +5%
FNBOH
585
First National Bank of Hutchinson
Kansas
$26M -$262K -611 -1%
CST
586
Charles Schwab Trust
Nevada
$26M -$2.55M -5,949 -9%
BIAS
587
Beacon Investment Advisory Services
New Jersey
$25.9M -$348K -810 -1%
WF
588
Williams Financial
Vermont
$25.8M +$3.62M +8,441 +16%
WSFS
589
Wilmington Savings Fund Society
Delaware
$25.8M +$1M +2,335 +4%
FG
590
Foster Group
Iowa
$25.6M +$852K +1,985 +3%
RCM
591
Rain Capital Management
Oregon
$25.6M -$39.9K -93 -0.2%
ERWM
592
Elk River Wealth Management
Colorado
$25.6M +$103K +239 +0.4%
BWFA
593
Baltimore-Washington Financial Advisors
Maryland
$25.5M +$1.24M +2,884 +5%
CFP
594
Cypress Financial Planning
New Jersey
$25.4M -$1.53M -3,567 -6%
LF
595
Lantz Financial
Illinois
$25.4M +$2.05M +4,783 +9%
CTA
596
Colonial Trust Advisors
South Carolina
$25.3M +$271K +631 +1%
GWM
597
GDS Wealth Management
Texas
$25.2M +$727K +1,694 +3%
AWM
598
Adams Wealth Management
Utah
$25.1M -$158K -369 -0.6%
BFP
599
Beacon Financial Planning
Massachusetts
$24.9M -$44.7K -104 -0.2%
IWM
600
IHT Wealth Management
Illinois
$24.9M +$317K +738 +1%