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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 %
DT
651
Diversified Trust
Tennessee
$21.7M -$112K -261 -0.5%
SC
652
Scotia Capital
Ontario, Canada
$21.6M +$611K +1,423 +3%
CFGF
653
Compass Financial Group (Florida)
Florida
$21.6M +$616K +1,435 +3%
CCG
654
Cypress Capital Group
Florida
$21.5M +$10.7M +24,820 +98%
MC
655
Middleton & Co
Massachusetts
$21.5M -$16.3K -38 -0.1%
MIA
656
MainStreet Investment Advisors
Illinois
$21.4M -$3.09M -7,204 -13%
PFGIA
657
Patriot Financial Group Insurance Agency
Massachusetts
$21.3M -$624K -1,454 -3%
PCG
658
Prosperity Consulting Group
Maryland
$21.2M +$259K +604 +1%
AFG
659
Arkansas Financial Group
Arkansas
$21.2M +$831K +1,935 +4%
NCM
660
Next Capital Management
New York
$21.2M +$126K +293 +0.6%
JWCA
661
J.W. Cole Advisors
Florida
$21.2M +$508K +1,184 +2%
JEST
662
JTC Employer Solutions Trustee
Jersey
$21.1M +$18M +41,962 +580%
NAM
663
NorthCrest Asset Manangement
Minnesota
$21.1M +$19.2M +44,595 +1,005%
SWPG
664
Strategic Wealth Partners Group
Illinois
$21M +$1.07M +2,477 +5%
API
665
Advisor Partners II
California
$21M +$17.5M +40,865 +506%
AFP
666
Alpha Financial Partners
Kentucky
$20.9M -$392K -914 -2%
HWM
667
HB Wealth Management
Georgia
$20.8M +$751K +1,749 +4%
VPP
668
Vertex Planning Partners
Illinois
$20.8M -$164K -381 -0.8%
IWP
669
IAG Wealth Partners
Wisconsin
$20.8M -$833K -1,940 -4%
TC
670
Telemus Capital
Michigan
$20.7M -$434K -1,011 -2%
GCA
671
Greenwood Capital Associates
South Carolina
$20.7M +$339K +789 +2%
CAG
672
Csenge Advisory Group
Florida
$20.7M +$1.4M +3,256 +7%
FFBTD
673
First Financial Bank - Trust Division
Ohio
$20.7M +$1.3M +3,036 +7%
LFG
674
Leverty Financial Group
Wisconsin
$20.5M -$91K -212 -0.4%
LWA
675
LWS Wealth Advisors
New Jersey
$20.3M -$1.05M -2,455 -5%