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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 %
BFA
1076
BBJS Financial Advisors
Washington
$7.01M -$1.25M -2,906 -15%
FAIM
1077
Financial Advocates Investment Management
Washington
$6.99M -$1.18M -2,746 -14%
BL
1078
BFSG LLC
California
$6.97M -$298K -693 -4%
NL
1079
NEPC LLC
Massachusetts
$6.97M
RTL
1080
Red Tortoise LLC
Georgia
$6.92M
MLA
1081
My Legacy Advisors
Oregon
$6.9M +$340K +793 +5%
VCA
1082
Verdence Capital Advisors
Maryland
$6.89M +$431K +1,004 +7%
CIC
1083
Carnegie Investment Counsel
Ohio
$6.89M -$3.19M -7,433 -32%
AWG
1084
Altus Wealth Group
Colorado
$6.88M +$3.28M +7,640 +91%
MD
1085
Money Design
Japan
$6.84M +$172K +401 +3%
IIC
1086
Integrated Investment Consultants
Michigan
$6.8M -$297K -692 -4%
UOTTAIMCU
1087
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$6.79M +$6.79M +15,811 New
RCIM
1088
Red Cedar Investment Management
Michigan
$6.76M +$6.76M +15,743 New
MOS
1089
MGO One Seven
Ohio
$6.76M -$22.3K -52 -0.3%
LCWP
1090
Legacy Capital Wealth Partners
Arkansas
$6.74M +$6.74M +15,690 New
SCM
1091
SOL Capital Management
Maryland
$6.73M +$2.52M +5,866 +60%
SFG
1092
Sunburst Financial Group
Alabama
$6.72M
EWA
1093
EverSource Wealth Advisors
Alabama
$6.72M +$3.71M +8,646 +124%
EI
1094
Ellevest Inc
New York
$6.71M -$244K -569 -4%
KCM
1095
Kennicott Capital Management
California
$6.71M -$13.4M -31,237 -67%
Belvedere Trading
1096
Belvedere Trading
Illinois
$6.68M -$4.85M -11,304 -42%
IW
1097
Instrumental Wealth
Florida
$6.67M -$178K -406 -3%
CG
1098
Caprock Group
Idaho
$6.61M
PWG
1099
Portside Wealth Group
Utah
$6.6M +$58.8K +137 +0.9%
SCP
1100
Stevens Capital Partners
Nebraska
$6.56M +$5.76M +13,423 +720%