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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 %
HNW
1001
High Note Wealth
Minnesota
$8.5M +$585K +1,362 +7%
BHWM
1002
Beaird Harris Wealth Management
Texas
$8.5M -$52K -121 -0.6%
LIM
1003
Leavell Investment Management
Alabama
$8.49M +$1.92M +4,455 +29%
LT
1004
Legacy Trust
Michigan
$8.49M -$153K -356 -2%
V
1005
VeraBank
Texas
$8.47M +$528K +1,229 +7%
AM
1006
AGF Management
Ontario, Canada
$8.43M -$2.76M -6,438 -25%
WCP
1007
Wick Capital Partners
Pennsylvania
$8.43M -$201K -469 -2%
DFA
1008
DHK Financial Advisors
New Hampshire
$8.41M
AI
1009
Arrien Investments
Idaho
$8.41M -$316K -735 -4%
SHFA
1010
SC&H Financial Advisors
Maryland
$8.39M -$139K -323 -2%
PI
1011
Pachira Investments
California
$8.35M -$203K -472 -2%
D
1012
Dentgroup
Louisiana
$8.25M +$1.68M +3,905 +26%
SDAM
1013
Shulman DeMeo Asset Management
New York
$8.23M +$293K +683 +4%
BTWM
1014
Baker Tilly Wealth Management
Wisconsin
$8.23M -$341K -794 -4%
ZF
1015
Zhang Financial
Michigan
$8.22M +$290K +673 +4%
AC
1016
Avestar Capital
New York
$8.21M -$2.43M -5,628 -23%
WJWM
1017
Williams Jones Wealth Management
New York
$8.15M -$172K -401 -2%
BAM
1018
Belpointe Asset Management
Nevada
$8.14M +$3.64M +8,482 +81%
SL
1019
Salomon & Ludwin
Virginia
$8.12M +$58.4K +136 +0.7%
GWM
1020
Greenhouse Wealth Management
Connecticut
$8.06M
X
1021
Xponance
Pennsylvania
$8.04M -$167K -388 -2%
BONH
1022
Bank of New Hampshire
New Hampshire
$8.03M +$413K +962 +5%
MWAM
1023
Manhattan West Asset Management
California
$8.03M +$4.08M +9,671 +104%
CWA
1024
Continuum Wealth Advisors
New York
$8.01M +$677K +1,577 +9%
ARG
1025
Advisory Resource Group
Oklahoma
$7.96M -$73.4K -171 -0.9%