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iShares Core S&P 500 ETF

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M
Name Holding Trade Value Shares
Change
Shares
Change %
GLA
801
Good Life Advisors
Pennsylvania
$12.3M +$1.76M +4,287 +17%
PHAM
802
Palisades Hudson Asset Management
Florida
$12.3M -$1.93M -4,707 -14%
CBFP
803
Cedar Brook Financial Partners
Ohio
$12.3M +$75.6K +184 +0.6%
JHCP
804
Jackson Hole Capital Partners
Oklahoma
$12.1M -$347K -847 -3%
LSAG
805
Lake Street Advisors Group
New Hampshire
$12.1M +$1.46M +3,543 +14%
AA
806
ACT Advisors
North Carolina
$12.1M +$3.4M +8,283 +39%
IWMWV
807
Ironwood Wealth Management (West Virginia)
West Virginia
$12.1M -$76.4K -186 -0.6%
GWM
808
Gray Wealth Management
Maine
$12.1M +$744K +1,811 +7%
4FG
809
4Thought Financial Group
New York
$12M +$907K +2,206 +8%
IA
810
IFP Advisors
Florida
$12M -$17M -79,835 -59%
DC
811
DeDora Capital
California
$12M -$381K -926 -3%
HCM
812
Highview Capital Management
Illinois
$11.9M -$530K -1,290 -4%
PIMG
813
Patriot Investment Management Group
Tennessee
$11.9M +$151K +367 +1%
WHG
814
Westwood Holdings Group
Texas
$11.9M -$93.7K -228 -0.8%
MPW
815
MA Private Wealth
California
$11.9M -$1.56M -3,805 -12%
CIP
816
Capital Insight Partners
Arizona
$11.9M -$282K -685 -2%
GAM
817
Gould Asset Management
California
$11.8M +$361K +877 +3%
BNP Paribas Financial Markets
818
BNP Paribas Financial Markets
France
$11.7M -$10.5M -25,519 -47%
WQ
819
Wealth Quarterback
New Jersey
$11.7M +$4.11K +10 +0%
FFS
820
Founders Financial Securities
Maryland
$11.5M -$1.18M -2,869 -9%
RFG
821
RFP Financial Group
Georgia
$11.5M +$323K +786 +3%
CTA
822
Chesley Taft & Associates
Illinois
$11.5M -$14.8K -36 -0.1%
BOSSRA
823
B.O.S.S. Retirement Advisors
Utah
$11.5M +$187K +456 +2%
WF
824
Wayfinding Financial
Washington
$11.4M -$656K -1,595 -5%
PCA
825
Providence Capital Advisors
North Carolina
$11.4M -$734K -1,786 -6%