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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 %
CIAS
901
CBIZ Investment Advisory Services
Ohio
$10.6M
SW
902
Simplicity Wealth
New Jersey
$10.6M +$3.71M +8,641 +54%
HWA
903
HCR Wealth Advisors
California
$10.6M -$817K -1,902 -7%
WWM
904
Wiser Wealth Management
Georgia
$10.6M +$3.87K +9 +0%
PVI
905
Pine Valley Investments
New Jersey
$10.5M -$75.9K -176 -0.7%
WHG
906
Westwood Holdings Group
Texas
$10.5M -$1.22M -2,850 -10%
FNWM
907
Financial Network Wealth Management
Utah
$10.5M -$540K -1,259 -5%
MWM
908
McNaughton Wealth Management
California
$10.4M +$107K +250 +1%
WA
909
WBH Advisory
Maryland
$10.4M +$664K +1,547 +7%
CPA
910
Capital Performance Advisors
California
$10.4M -$315K -734 -3%
HG
911
Harbor Group
New Hampshire
$10.3M +$543K +1,265 +6%
ECM
912
Evergreen Capital Management
Washington
$10.3M +$431 +1 +0%
MBT
913
Montecito Bank & Trust
California
$10.3M +$1.18M +2,753 +13%
WP
914
WealthSpring Partners
California
$10.3M +$243K +566 +2%
AFG
915
Atomi Financial Group
New York
$10.3M +$4.34M +10,113 +73%
FB
916
Fulton Bank
Pennsylvania
$10.3M +$30.9K +72 +0.3%
DCS
917
Destiny Capital Securities
Colorado
$10.2M +$10.2M +23,833 New
WEG
918
World Equity Group
Illinois
$10.2M +$5.32M +12,383 +109%
CTWM
919
Cherry Tree Wealth Management
Minnesota
$10.2M -$320K -745 -3%
GFS
920
GYL Financial Synergies
Connecticut
$10.2M -$195K -455 -2%
WB
921
Webster Bank
Connecticut
$10.1M
MWP
922
MYCIO Wealth Partners
Pennsylvania
$10.1M -$599K -1,396 -6%
CTC
923
Central Trust Company
Missouri
$10.1M +$167K +389 +2%
BIA
924
Bigelow Investment Advisors
Maine
$10M +$37.8K +88 +0.4%
FC
925
Fusion Capital
South Carolina
$9.96M +$859 +2 +0%