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iShares Core S&P 500 ETF

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M
Name Holding Trade Value Shares
Change
Shares
Change %
SCA
1076
Sandy Cove Advisors
Massachusetts
$6.12M +$644K +1,566 +12%
REMPR
1077
Roof Eidam Maycock Peralta (REMP)
California
$6.08M +$1.75M +4,258 +40%
BCG
1078
Breakwater Capital Group
New Jersey
$6.06M +$1.36M +3,301 +29%
WP
1079
WealthSource Partners
California
$6.06M +$133K +324 +2%
VAM
1080
Verity Asset Management
North Carolina
$6.06M +$3.16M +7,693 +109%
SWA
1081
Sax Wealth Advisors
New Jersey
$6.05M +$574K +1,396 +10%
CCT
1082
Chemung Canal Trust
New York
$6.05M +$1.12M +2,714 +23%
NWA
1083
New World Advisors
Massachusetts
$6.05M -$95.4K -232 -2%
VCA
1084
Verdence Capital Advisors
Maryland
$6.04M +$476K +1,158 +9%
AFP
1085
Ausdal Financial Partners
Iowa
$6.04M -$450K -1,094 -7%
EA
1086
Efficient Advisors
Ohio
$6.04M -$425K -1,034 -7%
MWM
1087
Meridian Wealth Management
Kentucky
$6.02M +$121K +294 +2%
EWM
1088
Empirical Wealth Management
Washington
$5.98M -$411 -1 -0%
EFS
1089
Essex Financial Services
Connecticut
$5.97M -$578K -1,406 -9%
SWP
1090
Strategic Wealth Partners
Ohio
$5.96M +$404K +982 +7%
SW
1091
Simplicity Wealth
New Jersey
$5.96M +$1.7M +4,124 +40%
LG
1092
Leuthold Group
Minnesota
$5.92M
CM
1093
Columbus Macro
Pennsylvania
$5.92M -$640K -1,550 -10%
PI
1094
PineBridge Investments
New York
$5.91M -$391K -950 -6%
KOC
1095
Koss-Olinger Consulting
Florida
$5.89M -$113K -276 -2%
CT
1096
Coastline Trust
Rhode Island
$5.87M -$1.2M -2,909 -17%
CA
1097
CGN Advisors
Kansas
$5.86M -$32.5K -79 -0.6%
ES
1098
Eagle Strategies
New York
$5.85M -$2.8M -6,822 -32%
NPP
1099
New Potomac Partners
Maryland
$5.83M -$303K -738 -5%
NG
1100
NatWest Group
United Kingdom
$5.75M