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iShares Core S&P 500 ETF

2,706 hedge funds and large institutions have $240B invested in iShares Core S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,140 increasing their positions, 1,054 reducing their positions, and 74 closing their positions.

Holders
2,706
Holders Change
+44
Holders Change %
+1.65%
% of All Funds
42.68%
Holding in Top 10
879
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+4.02%
% of All Funds
13.86%
New
146
Increased
1,140
Reduced
1,054
Closed
74
Calls
$460M
Puts
$181M
Net Calls
+$279M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Shares
Change %
PCIG
76
Partners Capital Investment Group
Massachusetts
$463M +$253M +567,283 +121%
PFO
77
Pathstone Family Office
New Jersey
$457M -$23M -52,154 -5%
Cambridge Investment Research Advisors
78
Cambridge Investment Research Advisors
Iowa
$447M +$37.5M +84,098 +9%
BC
79
Bricktown Capital
Michigan
$445M -$115M -257,376 -20%
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$442M +$2.57M +5,755 +0.6%
CCMG
81
Clark Capital Management Group
Pennsylvania
$439M +$10.2M +22,992 +2%
Citigroup
82
Citigroup
New York
$418M -$750M -1,682,626 -64%
Principal Financial Group
83
Principal Financial Group
Iowa
$415M +$50M +112,267 +14%
JRP
84
Jasper Ridge Partners
California
$414M -$71M -159,346 -15%
Fidelity International
85
Fidelity International
Bermuda
$410M +$17.6M +39,500 +4%
CM
86
Churchill Management
California
$394M -$4.16M -9,335 -1%
Allspring Global Investments
87
Allspring Global Investments
North Carolina
$368M -$9.06M -20,318 -2%
Mirae Asset Global Investments
88
Mirae Asset Global Investments
South Korea
$362M -$51.7M -116,208 -13%
Franklin Resources
89
Franklin Resources
California
$358M +$11.6M +25,935 +3%
Charles Schwab
90
Charles Schwab
California
$348M -$53M -118,834 -13%
LWIC
91
Leith Wheeler Investment Counsel
British Columbia, Canada
$338M +$1.91M +4,275 +0.6%
AWM
92
AE Wealth Management
Kansas
$323M -$34.7M -77,879 -10%
NMIMC
93
Northwestern Mutual Investment Management Company
Wisconsin
$316M -$170M -380,900 -35%
Stifel Financial
94
Stifel Financial
Missouri
$315M +$377K +845 +0.1%
HWA
95
Heritage Wealth Advisors
Virginia
$315M -$9.15M -20,524 -3%
OPS
96
Orion Portfolio Solutions
Nebraska
$314M -$705K -1,582 -0.2%
BCI
97
Brinker Capital Investments
Pennsylvania
$314M -$705K -1,582 -0.2%
SAM
98
Simplify Asset Management
Nevada
$313M -$41.7M -93,668 -12%
AHSW
99
Adventist Health System West
California
$308M
CFG
100
CKW Financial Group
Hawaii
$307M -$16.4M -36,760 -5%