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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 %
EWMCB
701
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$18.7M +$12.1M +28,175 +184%
VCP
702
Verus Capital Partners
Arizona
$18.7M +$2.04M +4,759 +12%
DCM
703
Dimension Capital Management
Florida
$18.6M -$1.64M -3,816 -8%
OCM
704
One Capital Management
California
$18.5M +$363K +846 +2%
SF
705
Summit Financial
New Jersey
$18.5M +$41.8K +97 +0.2%
DI
706
DFPG Investments
Utah
$18.3M +$6.53M +14,990 +55%
SFA
707
Source Financial Advisors
New York
$18.3M -$56.3K -131 -0.3%
BOC
708
Bull Oak Capital
California
$18.3M +$18.3M +42,573 New
WC
709
Waterloo Capital
Texas
$18.3M +$1.27M +2,968 +7%
ATPW
710
Ashton Thomas Private Wealth
Arizona
$18.2M -$1.34M -3,117 -7%
LA
711
Legacy Advisors
Pennsylvania
$18.2M -$17.7K -41 -0.1%
WFPG
712
Waller Financial Planning Group
Ohio
$18.1M -$399K -929 -2%
T. Rowe Price Associates
713
T. Rowe Price Associates
Maryland
$18.1M -$212K -493 -1%
EFM
714
Eley Financial Management
Vermont
$18.1M -$151K -350 -0.8%
DCM
715
Disciplina Capital Management
Tennessee
$18M -$1.54M -3,585 -8%
WPW
716
Waldron Private Wealth
Pennsylvania
$18M -$870K -2,016 -5%
MCCA
717
Mill Creek Capital Advisors
Pennsylvania
$18M -$1M -2,337 -5%
VC
718
Vestor Capital
Illinois
$18M +$293K +682 +2%
AAS
719
Ameritas Advisory Services
Nebraska
$18M +$11.6M +26,782 +180%
JFG
720
JMG Financial Group
Illinois
$18M +$18.9K +44 +0.1%
WDG
721
Wealth Dimensions Group
Ohio
$17.9M -$81.6K -190 -0.5%
FA
722
Fountainhead AM
New Jersey
$17.9M +$118K +275 +0.7%
MFC
723
Morris Financial Concepts
South Carolina
$17.7M +$8.16K +19 +0%
SWMG
724
Sanchez Wealth Management Group
Florida
$17.6M -$85.5K -199 -0.5%
EL
725
EQ LLC
Washington
$17.6M -$180K -420 -1%