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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 %
PWMAG
751
Pinnacle Wealth Management Advisory Group
New Jersey
$16M +$619K +1,441 +4%
FPCP
752
Fort Point Capital Partners
California
$15.9M +$1.34M +3,128 +9%
MFG
753
Monumental Financial Group
Maryland
$15.9M +$1.47M +3,416 +10%
FNT
754
First National Trust
Pennsylvania
$15.9M +$654K +1,523 +4%
GBWM
755
Granite Bay Wealth Management
New Hampshire
$15.7M +$15.7M +35,154 New
USCWA
756
U.S. Capital Wealth Advisors
Texas
$15.7M -$869K -2,024 -5%
WFA
757
Wellspring Financial Advisors
Ohio
$15.7M +$472K +1,100 +3%
BFS
758
Bradley Foster & Sargent
Connecticut
$15.6M
EBA
759
Eagle Bay Advisors
New York
$15.6M -$796K -1,853 -5%
Treasurer of the State of North Carolina
760
Treasurer of the State of North Carolina
North Carolina
$15.6M +$1.89M +4,396 +14%
JWM
761
Jackson Wealth Management
Florida
$15.6M +$2.68M +6,242 +21%
CG
762
Cynosure Group
Utah
$15.6M +$813K +1,894 +6%
PA
763
PFG Advisors
Arizona
$15.4M +$936K +2,179 +6%
GWM
764
GSB Wealth Management
Connecticut
$15.4M +$843K +1,963 +6%
EWM
765
EPG Wealth Management
Georgia
$15.4M -$18.9K -44 -0.1%
HC
766
Hoese & Co
Minnesota
$15.3M -$43.4K -101 -0.3%
NVCHI
767
New Vernon Capital Holdings II
New Jersey
$15.3M
GG
768
GenWealth Group
New Jersey
$15.3M +$6.01K +14 +0%
AA
769
ACT Advisors
North Carolina
$15.2M +$1.46M +3,405 +11%
HSWM
770
Hubbell Strickland Wealth Management
Louisiana
$15.2M -$9.88K -23 -0.1%
HR
771
Hardy Reed
Mississippi
$15.2M -$46.8K -109 -0.3%
LA
772
Lynch & Associates
Indiana
$15.2M +$160K +373 +1%
BWCS
773
Beirne Wealth Consulting Services
Connecticut
$15.1M
APW
774
Acima Private Wealth
Virginia
$15.1M +$7.4M +17,224 +96%
BPCE
775
Bank Pictet & Cie (Europe)
Germany
$15.1M