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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 %
KFA
776
Kapstone Financial Advisors
Ohio
$15.1M +$604K +1,406 +4%
CAC
777
Certified Advisory Corp
Florida
$15M +$12.5M +177,673 +505%
CT
778
Coastline Trust
Rhode Island
$15M +$8.43M +19,632 +128%
BFG
779
Bleakley Financial Group
New Jersey
$15M -$893K -2,080 -6%
SIM
780
Stratos Investment Management
Ohio
$14.9M +$384K +894 +3%
TC
781
TAGStone Capital
North Carolina
$14.7M +$515K +1,194 +4%
RIA
782
Richwood Investment Advisors
Ohio
$14.7M +$46.4K +108 +0.3%
4FG
783
4Thought Financial Group
New York
$14.7M +$782K +1,821 +6%
PCM
784
Pennsylvania Capital Management
Pennsylvania
$14.6M +$271K +632 +2%
NFG
785
Nadler Financial Group
Illinois
$14.6M +$157K +365 +1%
AR
786
Apeiron RIA
Texas
$14.6M +$6.67M +15,535 +84%
AWM
787
Abound Wealth Management
Tennessee
$14.5M -$121K -282 -0.8%
BRM
788
Boston Research & Management
Massachusetts
$14.5M -$82.9K -193 -0.6%
OWA
789
One Wealth Advisors
California
$14.5M -$194K -452 -1%
BJL
790
Brighton Jones LLC
Washington
$14.5M -$338K -786 -2%
NB
791
Northwest Bancshares
Pennsylvania
$14.4M -$125K -292 -0.9%
VP
792
Verum Partners
North Carolina
$14.4M +$10.9M +25,279 +304%
PGFC
793
Peapack-Gladstone Financial Corp
New Jersey
$14.3M +$605K +1,409 +4%
SCA
794
Southern Capital Advisors
Tennessee
$14.2M +$554K +1,290 +4%
WWM
795
Western Wealth Management
Colorado
$14.2M +$558K +1,300 +4%
EW
796
Element Wealth
Mississippi
$14.1M -$126K -293 -0.9%
DPI
797
Diversified Portfolios Inc
Michigan
$14.1M +$381K +888 +3%
SFG
798
Snider Financial Group
Washington
$14.1M -$721K -1,679 -5%
ST
799
Sageworth Trust
Pennsylvania
$14.1M -$62.3K -145 -0.4%
SC
800
Syon Capital
California
$14.1M +$14.1M +32,728 New