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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 %
Retirement Systems of Alabama
826
Retirement Systems of Alabama
Alabama
$13.3M -$75.6K -176 -0.6%
SSW
827
Smith Shellnut Wilson
Mississippi
$13.2M +$319K +743 +2%
MFT
828
Moisand Fitzgerald Tamayo
Florida
$13.2M -$573K -1,334 -4%
WJA
829
Willis Johnson & Associates
Texas
$13.2M -$1.43M -3,333 -10%
WIA
830
World Investment Advisors
California
$13.1M +$1.44M +3,332 +12%
CFO
831
CVA Family Office
Colorado
$13.1M +$511K +1,190 +4%
AL
832
ADE LLC
Maryland
$13.1M -$488K -1,137 -4%
AFS
833
Axiom Financial Strategies
Indiana
$13M +$7.15M +16,650 +121%
SGCA
834
Steel Grove Capital Advisors
Tennessee
$13M -$2.4M -5,594 -16%
TNB
835
Thomasville National Bank
Georgia
$13M -$220K -513 -2%
ICG
836
InterOcean Capital Group
Tennessee
$12.9M +$1.03M +2,410 +9%
LSAG
837
Lake Street Advisors Group
New Hampshire
$12.9M +$215K +500 +2%
FAM
838
Frontier Asset Management
Wyoming
$12.8M -$1.03M -2,408 -7%
PCA
839
Peddock Capital Advisors
Massachusetts
$12.7M +$321K +748 +3%
VWM
840
Venturi Wealth Management
Texas
$12.6M +$1.52M +3,538 +14%
UCB
841
United Community Bank
South Carolina
$12.5M +$4.79M +11,153 +62%
CIP
842
Capital Insight Partners
Arizona
$12.4M +$395K +919 +3%
BWM
843
BCGM Wealth Management
Indiana
$12.4M -$19.4M -45,167 -61%
IWMWV
844
Ironwood Wealth Management (West Virginia)
West Virginia
$12.4M -$101K -236 -0.8%
USAA
845
United Services Automobile Association
Texas
$12.3M -$1.92M -4,481 -13%
BFM
846
Broadview Financial Management
Wisconsin
$12.3M -$344K -800 -3%
WCFA
847
Walkner Condon Financial Advisors
Wisconsin
$12.3M +$97.5K +227 +0.8%
KDA
848
Kraft Davis & Associates
Missouri
$12.3M +$149K +352 +1%
MWP
849
Madison Wealth Partners
Wisconsin
$12.2M +$226K +527 +2%
NGA
850
Naples Global Advisors
Florida
$12.2M +$434K +1,006 +4%