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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 %
GM
1051
GeoWealth Management
Illinois
$7.53M +$476K +1,109 +7%
WQ
1052
Wealth Quarterback
New Jersey
$7.53M -$6.63M -15,431 -47%
WG
1053
Welch Group
Alabama
$7.52M -$229K -534 -3%
BCG
1054
Breakwater Capital Group
New Jersey
$7.49M +$1.08M +2,545 +17%
ANBT
1055
American National Bank & Trust
Texas
$7.42M +$7.12M +16,573 +2,311%
RWI
1056
Red Wave Investments
Pennsylvania
$7.41M -$1.11M -2,590 -13%
YIA
1057
YHB Investment Advisors
Connecticut
$7.4M +$27.9K +65 +0.4%
BWM
1058
Boyd Wealth Management
California
$7.36M +$49.8K +116 +0.7%
CC
1059
Chicago Capital
Illinois
$7.34M +$90.6K +211 +1%
KW
1060
KWB Wealth
California
$7.31M -$6.24K -14 -0.1%
CFG
1061
Cosner Financial Group
Colorado
$7.31M +$636K +1,481 +10%
IAG
1062
Investment Advisory Group
Massachusetts
$7.28M +$18.5K +43 +0.3%
CFG
1063
Cooper Financial Group
California
$7.28M +$414K +964 +6%
NWA
1064
New World Advisors
Massachusetts
$7.28M +$211K +492 +3%
BCM
1065
Becker Capital Management
Oregon
$7.28M +$353K +818 +5%
SB
1066
Strategic Blueprint
Georgia
$7.25M -$948K -2,208 -12%
SB
1067
Simmons Bank
Arkansas
$7.24M +$642K +1,496 +10%
Betterment LLC
1068
Betterment LLC
New York
$7.21M +$2.45M +5,711 +52%
ICP
1069
Interchange Capital Partners
Pennsylvania
$7.19M +$1.29M +3,001 +22%
BFG
1070
Beacon Financial Group
Texas
$7.15M +$1.36M +3,015 +24%
CFC
1071
Client First Capital
California
$7.13M +$592K +1,379 +9%
ES
1072
Eagle Strategies
New York
$7.1M +$202K +470 +3%
WP
1073
WMS Partners
Maryland
$7.06M +$239K +557 +4%
BWP
1074
Baldwin Wealth Partners
Massachusetts
$7.04M -$82.9K -193 -1%
T
1075
TrueFG
Texas
$7.02M -$5.15K -12 -0.1%