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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 %
BOSSRA
851
B.O.S.S. Retirement Advisors
Utah
$12.2M +$138K +322 +1%
CBFP
852
Cedar Brook Financial Partners
Ohio
$12.1M -$808K -1,882 -6%
TGCMU
853
Titan Global Capital Management USA
New York
$12.1M +$2.82M +6,567 +31%
HCM
854
Highview Capital Management
Illinois
$12M -$439K -1,022 -4%
PWM
855
Praetorian Wealth Management
California
$12M +$1.5M +3,483 +14%
Bank of Nova Scotia
856
Bank of Nova Scotia
Ontario, Canada
$11.9M -$6.78M -15,798 -36%
PIMG
857
Patriot Investment Management Group
Tennessee
$11.8M -$103K -241 -0.9%
AC
858
Asio Capital
Kentucky
$11.8M +$1.73M +4,020 +17%
BCM
859
BTC Capital Management
Iowa
$11.8M
NAG
860
Northstar Advisory Group
New Jersey
$11.8M +$4.47M +10,410 +61%
GBT
861
Grove Bank & Trust
Florida
$11.7M +$1.75M +4,073 +18%
PFG
862
Pacific Financial Group
Washington
$11.6M +$142K +331 +1%
PCM
863
Parsons Capital Management
Rhode Island
$11.5M +$76.9K +179 +0.7%
FWM
864
FFT Wealth Management
Pennsylvania
$11.5M +$358K +834 +3%
GHA
865
Granite Harbor Advisors
Texas
$11.5M +$243K +567 +2%
SFFS
866
Stonehage Fleming Financial Services
Jersey
$11.5M -$1.34M -3,163 -10%
SR
867
Syntax Research
Florida
$11.4M +$11.4M +26,623 New
DC
868
DeDora Capital
California
$11.4M -$235K -548 -2%
AWM
869
Axxcess Wealth Management
California
$11.4M +$3.87M +9,016 +52%
PM
870
Pembroke Management
Quebec, Canada
$11.3M -$434K -1,010 -4%
GAM
871
Gould Asset Management
California
$11.3M -$609K -1,417 -5%
TPWA
872
TRUE Private Wealth Advisors
Oregon
$11.3M +$4.19M +9,759 +59%
CW
873
CreativeOne Wealth
Kansas
$11.3M -$10M -23,397 -47%
PFA
874
Pure Financial Advisors
California
$11.3M +$847K +1,973 +8%
TNBTD
875
Trustmark National Bank Trust Department
Mississippi
$11.3M -$108K -251 -0.9%