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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 %
OFG
1026
Omega Financial Group
California
$7.95M -$260K -605 -3%
EK
1027
Evensky & Katz
Florida
$7.94M -$838K -1,952 -10%
Nomura Asset Management
1028
Nomura Asset Management
Japan
$7.9M
REMPR
1029
Roof Eidam Maycock Peralta (REMP)
California
$7.9M +$508K +1,184 +7%
MWM
1030
Merriman Wealth Management
Washington
$7.87M +$577K +1,343 +8%
MPM
1031
Meritage Portfolio Management
Kansas
$7.86M -$354K -825 -4%
VVP
1032
Venture Visionary Partners
Ohio
$7.85M -$531K -1,236 -6%
WWM
1033
Windsor Wealth Management
Indiana
$7.85M +$307K +715 +4%
MWM
1034
Maripau Wealth Management
Indiana
$7.84M +$599K +1,394 +8%
LFAS
1035
Level Four Advisory Services
Texas
$7.82M -$5.09M -11,862 -39%
AAMC
1036
Asset Allocation & Management Company
Illinois
$7.82M -$462K -1,075 -6%
CRI
1037
Commonwealth Retirement Investments
Virginia
$7.8M +$903K +2,103 +13%
SS
1038
Sound Stewardship
Kansas
$7.79M +$18K +42 +0.2%
TCM
1039
Telos Capital Management
California
$7.77M -$125K -291 -2%
SL
1040
Sentry LLC
Tennessee
$7.73M -$140K -325 -2%
RCM
1041
Raleigh Capital Management
North Carolina
$7.73M +$805K +1,875 +12%
MMRF
1042
Michelson Medical Research Foundation
California
$7.73M
RDWM
1043
Red Door Wealth Management
Tennessee
$7.72M +$102K +237 +1%
MCA
1044
MSH Capital Advisors
Arizona
$7.72M -$212K -493 -3%
MSFS
1045
Main Street Financial Solutions
Pennsylvania
$7.71M -$134K -311 -2%
PPC
1046
Park Place Capital
Alabama
$7.64M -$585K -1,362 -7%
SAM
1047
Silvercrest Asset Management
New York
$7.63M -$558K -1,300 -7%
BAM
1048
BOS Asset Management
Illinois
$7.61M +$4.23M +9,843 +125%
CF
1049
Centaurus Financial
California
$7.6M -$495K -1,153 -6%
AWA
1050
Aletheian Wealth Advisors
Washington
$7.6M +$362K +843 +5%