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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 %
PIAS
726
PCA Investment Advisory Services
Ohio
$17.5M +$93.2K +217 +0.5%
D
727
Diversified
Delaware
$17.5M +$473K +1,102 +3%
RWMH
728
Riverpoint Wealth Management Holdings
Illinois
$17.4M -$65.7K -153 -0.4%
MSAM
729
Moloney Securities Asset Management
Missouri
$17.4M +$4.6M +10,713 +36%
PCA
730
Pallas Capital Advisors
Massachusetts
$17.1M +$3.57M +8,559 +26%
BWP
731
Bernardo Wealth Planning
Pennsylvania
$17.1M +$216K +502 +1%
HI
732
Human Investing
Oregon
$17M -$357K -832 -2%
SS
733
Sunbelt Securities
Texas
$17M +$583K +1,358 +4%
SP
734
SWS Partners
Ohio
$17M +$142K +331 +0.8%
SIA
735
Soltis Investment Advisors
Utah
$16.9M +$368K +856 +2%
IC
736
Iconiq Capital
California
$16.9M +$2.25M +5,249 +15%
MTWSIF
737
Mivtachim The Workers Social Insurance Fund
Israel
$16.8M +$2.11M +4,910 +14%
NRW
738
Nova R Wealth
Kansas
$16.8M +$399K +929 +2%
TA
739
Tiedemann Advisors
New York
$16.8M +$225K +522 +1%
HWA
740
Hilltop Wealth Advisors
North Carolina
$16.8M -$2.03M -4,725 -11%
C
741
Certuity
Florida
$16.7M +$1.7M +3,966 +11%
SIS
742
Strategic Investment Solutions
Illinois
$16.7M +$16.5M +36,818 +6,973%
MWP
743
Moller Wealth Partners
$16.7M -$604K -1,407 -3%
HI
744
Harbour Investments
Wisconsin
$16.6M -$1.16M -2,707 -7%
VWA
745
VERITY Wealth Advisors
United States
$16.4M +$31.8K +74 +0.2%
CWM
746
Centurion Wealth Management
Virginia
$16.4M +$2.2M +5,115 +15%
CC
747
Cadinha & Co
Hawaii
$16.2M -$359K -835 -2%
ML
748
McAdam LLC
Pennsylvania
$16.1M -$135K -314 -0.8%
CIAS
749
CFS Investment Advisory Services
New Jersey
$16M +$2.49M +5,801 +18%
GVAG
750
Great Valley Advisor Group
Delaware
$16M +$1.6M +3,729 +11%