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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 %
PGWM
876
Parisi Gray Wealth Management
New Jersey
$11.2M -$273K -635 -2%
LFS
877
Lutz Financial Services
Nebraska
$11.2M -$379K -883 -3%
Koshinski Asset Management
878
Koshinski Asset Management
Illinois
$11.2M -$254K -591 -2%
TFF
879
The Family Firm
Maryland
$11.2M -$45.9K -107 -0.4%
PCA
880
Providence Capital Advisors
North Carolina
$11.1M -$74.7K -174 -0.7%
VFPW
881
Vantage Financial Partners (Wisconsin)
Wisconsin
$11.1M +$222K +517 +2%
PPWM
882
PFG Private Wealth Management
Florida
$11.1M +$553K +1,287 +5%
RWA
883
Redhawk Wealth Advisors
Minnesota
$11.1M -$116K -270 -1%
FFW
884
Fusion Family Wealth
New York
$11.1M -$455K -1,060 -4%
BWS
885
Buck Wealth Strategies
Colorado
$11M +$11M +25,676 New
CC
886
Copperleaf Capital
North Carolina
$11M +$1.56M +3,633 +17%
TMWM
887
Taylor & Morgan Wealth Management
Michigan
$10.9M -$1.13M -2,635 -9%
PHAM
888
Palisades Hudson Asset Management
Florida
$10.9M -$549K -1,278 -5%
FC
889
Fulcrum Capital
Washington
$10.9M -$221K -514 -2%
FFS
890
Founders Financial Securities
Maryland
$10.9M +$119K +277 +1%
BNP Paribas Financial Markets
891
BNP Paribas Financial Markets
France
$10.9M -$12.1M -28,227 -53%
CHA
892
Cooper/Haims Advisors
New York
$10.9M -$129K -301 -1%
OCM
893
Objective Capital Management
Ohio
$10.8M +$247K +575 +2%
FWP
894
Firethorn Wealth Partners
Georgia
$10.8M +$1.16M +2,701 +12%
PCP
895
Proficio Capital Partners
Massachusetts
$10.8M -$31.3K -73 -0.3%
MPW
896
MA Private Wealth
California
$10.8M -$1.55M -3,604 -13%
WF
897
Wayfinding Financial
Washington
$10.8M -$425K -989 -4%
AHC
898
Anderson Hoagland & Co
Missouri
$10.7M -$122K -283 -1%
BWA
899
Beam Wealth Advisors
Louisiana
$10.7M -$241K -561 -2%
JHCP
900
Jackson Hole Capital Partners
Oklahoma
$10.7M -$458K -1,066 -4%