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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 %
NS
951
NBC Securities
Alabama
$9.42M +$9.42M +21,932 New
BIP
952
Blueprint Investment Partners
North Carolina
$9.39M -$6.85M -15,955 -42%
AFG
953
AFS Financial Group
Maryland
$9.38M -$287K -669 -3%
XF
954
XML Financial
Maryland
$9.35M +$371K +863 +4%
CFS
955
CRA Financial Services
New Jersey
$9.35M -$15.9K -37 -0.2%
CIAS
956
Capital Investment Advisory Services
North Carolina
$9.34M +$499K +1,163 +6%
GWP
957
Gateway Wealth Partners
Wisconsin
$9.32M +$2.66M +6,185 +40%
AF
958
Advisornet Financial
Minnesota
$9.31M +$3.79M +8,836 +69%
SCA
959
Sandy Cove Advisors
Massachusetts
$9.24M +$1.66M +3,872 +22%
BCA
960
Bay Colony Advisors
Massachusetts
$9.23M +$193K +450 +2%
CWM
961
Congress Wealth Management
Massachusetts
$9.22M +$2.21M +5,148 +32%
FFP
962
Forbes Financial Planning
Rhode Island
$9.21M -$30.5K -71 -0.3%
AA
963
Argent Advisors
Louisiana
$9.16M -$231K -538 -2%
WMP
964
Wealth Management Partners
Arizona
$9.13M +$208K +484 +2%
Empower Advisory Group
965
Empower Advisory Group
Colorado
$9.09M +$427K +995 +5%
NSIM
966
North Star Investment Management
Illinois
$9.09M -$420K -979 -4%
Janus Henderson Group
967
Janus Henderson Group
United Kingdom
$9.08M -$860K -2,002 -9%
HI
968
Horizon Investments
North Carolina
$9.08M -$161K -376 -2%
PO
969
Private Ocean
California
$9.08M +$1.03M +2,387 +13%
RWIA
970
Roger Wittlin Investment Advisory
California
$9.02M +$324K +754 +4%
CM
971
Columbus Macro
Pennsylvania
$9.02M -$67.2K -156 -0.7%
WP
972
WealthPLAN Partners
Nebraska
$9.01M -$96.2K -224 -1%
DWM
973
Darwin Wealth Management
Florida
$9.01M -$216K -503 -2%
CCT
974
Chemung Canal Trust
New York
$9M +$2.04M +4,750 +29%
HSA
975
HBK Sorce Advisory
Pennsylvania
$8.99M +$70K +163 +0.8%