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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 %
AWM
601
Avondale Wealth Management
Texas
$24.8M +$67K +156 +0.3%
FA
602
Flagstar Advisors
New York
$24.8M -$1.21M -2,805 -5%
OGF
603
Orin Green Financial
California
$24.7M -$1.24M -2,877 -5%
FWA
604
FOCUS Wealth Advisors
Texas
$24.6M +$27.9K +65 +0.1%
ECG
605
Edge Capital Group
Georgia
$24.5M +$1.8M +4,184 +8%
S
606
SignatureFD
Georgia
$24.4M -$1.47M -3,431 -6%
WFAG
607
Wescott Financial Advisory Group
Pennsylvania
$24.2M -$516K -1,202 -2%
GSWM
608
Greenup Street Wealth Management
Michigan
$24.2M -$2.9M -6,755 -11%
CP
609
Capital Planning
Washington
$24.2M +$588K +1,364 +2%
CCFM
610
Clear Creek Financial Management
Washington
$24.2M +$1.54M +3,580 +7%
IFA
611
Interactive Financial Advisors
Illinois
$24.1M +$6.47M +15,055 +37%
SCM
612
Spreng Capital Management
Ohio
$24.1M +$11.8M +27,377 +95%
VFP
613
Verus Financial Partners
Virginia
$24.1M +$87.1K +201 +0.4%
GCA
614
Gradient Capital Advisors
California
$24.1M -$315K -734 -1%
FTWA
615
Fifth Third Wealth Advisors
Ohio
$24M +$19.5M +45,444 +435%
PCIA
616
Prime Capital Investment Advisors
Kansas
$23.8M +$61.8K +144 +0.3%
WCM
617
Windsor Capital Management
Arizona
$23.7M -$140K -327 -0.6%
WPW
618
Watershed Private Wealth
Illinois
$23.7M -$163K -379 -0.7%
SIAM
619
Sterling Investment Advisors (Missouri)
Missouri
$23.6M -$1.03M -2,409 -4%
DJYG
620
David J. Yvars Group
Florida
$23.6M +$761K +1,771 +3%
CPIG
621
Chicago Partners Investment Group
Illinois
$23.6M +$249K +590 +1%
SSWM
622
Sheets Smith Wealth Management
North Carolina
$23.5M -$243K -567 -1%
SCA
623
Stonebridge Capital Advisors
Minnesota
$23.5M +$268K +624 +1%
MFS
624
Madrona Financial Services
Washington
$23.5M +$19M +44,361 +425%
UFA
625
US Financial Advisors
Massachusetts
$23.5M +$714K +1,662 +3%