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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 %
VWM
876
Venturi Wealth Management
Texas
$10.1M -$873K -2,123 -8%
TRIA
877
Trail Ridge Investment Advisors
Colorado
$10.1M -$669K -1,628 -6%
PVI
878
Pine Valley Investments
New Jersey
$10M +$10M +25,696 New
FNWM
879
Financial Network Wealth Management
Utah
$9.97M -$141K -343 -1%
IMC Chicago
880
IMC Chicago
Illinois
$9.96M -$49.3M -119,934 -83%
DWM
881
Darwin Wealth Management
Florida
$9.91M -$2.07M -4,990 -17%
WWM
882
Wiser Wealth Management
Georgia
$9.9M +$217K +529 +2%
American Century Companies
883
American Century Companies
Missouri
$9.82M +$1.89M +4,654 +24%
CCG
884
Cypress Capital Group
Florida
$9.8M +$303K +738 +3%
MWM
885
McNaughton Wealth Management
California
$9.77M +$265K +645 +3%
AC
886
Avestar Capital
New York
$9.77M -$227K -551 -2%
FPFS
887
First Personal Financial Services
North Carolina
$9.77M -$108K -262 -1%
IAIM
888
International Assets Investment Management
Florida
$9.75M -$1.77M -4,307 -15%
NSIM
889
North Star Investment Management
Illinois
$9.75M +$524K +1,274 +6%
HI
890
Horizon Investments
North Carolina
$9.73M -$1.81M -4,410 -16%
FPW
891
Flagship Private Wealth
Massachusetts
$9.72M -$698K -1,697 -7%
RWA
892
Redhawk Wealth Advisors
Minnesota
$9.71M +$1.02M +2,478 +12%
WB
893
WesBanco Bank
West Virginia
$9.71M +$152K +370 +2%
CTC
894
Central Trust Company
Missouri
$9.71M +$4.11K +10 +0%
WB
895
Webster Bank
Connecticut
$9.71M +$40.7K +99 +0.4%
PPWM
896
PFG Private Wealth Management
Florida
$9.7M -$7.64M -18,589 -44%
NGA
897
Naples Global Advisors
Florida
$9.68M -$234K -569 -2%
GFS
898
GYL Financial Synergies
Connecticut
$9.64M -$176K -427 -2%
FC
899
Fusion Capital
South Carolina
$9.63M -$150K -366 -2%
SFP
900
Shepherd Financial Partners
Massachusetts
$9.56M +$67.4K +164 +0.7%