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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 %
TCA
926
Trifecta Capital Advisors
Illinois
$9.95M -$1.25M -2,921 -11%
CCM
927
Canal Capital Management
Virginia
$9.93M -$1.06M -2,479 -10%
SCP
928
Silverleafe Capital Partners
Tennessee
$9.92M +$280K +653 +3%
RIM
929
Rakuten Investment Management
Japan
$9.92M -$633K -1,470 -6%
HCM
930
Hengehold Capital Management
Ohio
$9.91M +$542K +1,262 +6%
LP
931
LGL Partners
Pennsylvania
$9.9M +$1.16M +2,698 +13%
PTC
932
Private Trust Company
Ohio
$9.9M +$1.98M +4,622 +25%
MPWT
933
MassMutual Private Wealth & Trust
Connecticut
$9.87M -$557K -1,298 -5%
LA
934
Latitude Advisors
Florida
$9.84M +$273K +636 +3%
CWA
935
Centennial Wealth Advisory
Michigan
$9.77M -$5.21M -12,137 -35%
ABC
936
Associated Banc-Corp
Wisconsin
$9.71M +$424K +987 +5%
CT
937
Clearstead Trust
Maine
$9.71M +$420K +979 +5%
AG
938
Ascent Group
Virginia
$9.69M +$1.35M +3,088 +16%
WB
939
WesBanco Bank
West Virginia
$9.67M -$386K -899 -4%
PNC
940
Park National Corp
Ohio
$9.63M
FIM
941
Fernwood Investment Management
Massachusetts
$9.62M +$14.2K +33 +0.1%
OCM
942
Orion Capital Management
California
$9.62M -$956K -2,227 -9%
IMRF
943
Illinois Municipal Retirement Fund
Illinois
$9.61M +$3.42M +7,960 +55%
TRIA
944
Trail Ridge Investment Advisors
Colorado
$9.59M +$50.7K +118 +0.5%
SFP
945
Shepherd Financial Partners
Massachusetts
$9.57M -$372K -866 -4%
FPFS
946
First Personal Financial Services
North Carolina
$9.55M -$548K -1,275 -5%
HAC
947
Harbor Advisory Corp
New Hampshire
$9.55M +$98.8K +230 +1%
CPW
948
Catalyst Private Wealth
California
$9.49M +$907K +2,112 +11%
GWMIA
949
Global Wealth Management Investment Advisory
Florida
$9.48M -$192K -448 -2%
FPW
950
Flagship Private Wealth
Massachusetts
$9.46M -$143K -334 -1%