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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 %
WCM
676
WealthBridge Capital Management
Ohio
$20.2M +$397K +924 +2%
ACA
677
Affinity Capital Advisors
California
$20M +$19.8M +46,085 +9,090%
SFMG
678
Sage Financial Management Group
Virginia
$20M +$20M +46,537 New
RWA
679
River Wealth Advisors
Pennsylvania
$19.8M -$508K -1,183 -2%
Bank Julius Baer & Co
680
Bank Julius Baer & Co
Switzerland
$19.8M -$3.1M -7,227 -14%
LCOV
681
London Company of Virginia
Virginia
$19.8M +$4.24M +9,881 +27%
HR
682
Howe & Rusling
New York
$19.7M -$187K -435 -0.9%
AFC
683
Adaptive Financial Consulting
Ohio
$19.7M +$564K +1,314 +3%
TC
684
Trilogy Capital
California
$19.7M +$195K +454 +1%
FA
685
Fermata Advisors
California
$19.7M +$19.2M +44,749 +4,319%
PFS
686
Prospera Financial Services
Texas
$19.6M +$9.28M +21,596 +90%
SC
687
SouthState Corp
Florida
$19.6M +$42.5K +99 +0.2%
CL
688
Choreo LLC
Illinois
$19.6M -$1.2M -2,787 -6%
SAM
689
Secure Asset Management
Michigan
$19.4M -$20M -46,677 -51%
MNBTD
690
Moody National Bank Trust Division
Texas
$19.4M
AGC
691
Aspen Grove Capital
Colorado
$19.3M
National Bank of Canada
692
National Bank of Canada
Quebec, Canada
$19.3M +$261K +611 +1%
CIBC Asset Management
693
CIBC Asset Management
Ontario, Canada
$19.2M +$199K +464 +1%
BHIA
694
Birch Hill Investment Advisors
Massachusetts
$19.1M +$116K +270 +0.6%
HAS
695
Holland Advisory Services
Florida
$19.1M -$168K -392 -0.9%
EWM
696
Evermay Wealth Management
Virginia
$19M +$220K +511 +1%
FCI
697
Financial Counselors Inc
Kansas
$18.9M +$650K +1,514 +4%
CA
698
CoreCap Advisors
Michigan
$18.9M -$5.72M -13,312 -23%
SF
699
Synovus Financial
Georgia
$18.9M -$12.5K -29 -0.1%
EPM
700
Elm Partners Management
Pennsylvania
$18.7M -$885K -2,061 -5%