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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 %
EG
1101
Ellerson Group
Maryland
$5.72M +$5.6M +32,981 +4,908%
GP
1102
Geneva Partners
Wisconsin
$5.68M -$413K -1,004 -7%
APG
1103
Abacus Planning Group
South Carolina
$5.66M -$37.8K -92 -0.7%
SIC
1104
Sterling Investment Counsel
New York
$5.64M -$798K -1,941 -12%
CA
1105
CSM Advisors
Pennsylvania
$5.63M -$1.52M -3,700 -21%
GM
1106
GeoWealth Management
Illinois
$5.6M -$99.5K -242 -2%
JA
1107
JVL Associates
Michigan
$5.56M +$29.2K +71 +0.5%
GIS
1108
Grayhawk Investment Strategies
Alberta, Canada
$5.54M +$5.49M +9,872 +10,615%
CWM
1109
C2C Wealth Management
Arizona
$5.54M +$50.8K +124 +0.9%
TW
1110
Transform Wealth
Colorado
$5.53M +$1.78M +4,326 +47%
CD
1111
Chapin Davis
Maryland
$5.53M +$578K +1,406 +12%
TWA
1112
TCI Wealth Advisors
Arizona
$5.48M -$411 -1 -0%
LSPW
1113
Lake Street Private Wealth
Illinois
$5.47M -$52.6K -128 -1%
SGK
1114
Steigerwald Gordon & Koch
Virginia
$5.46M -$84.7K -206 -2%
WWC
1115
Waypoint Wealth Counsel
Georgia
$5.46M -$72.8K -177 -1%
RWP
1116
Ridgecrest Wealth Partners
California
$5.44M -$62.5K -152 -1%
QC
1117
Quent Capital
New York
$5.42M -$2.47K -6 -0%
NFC
1118
Northeast Financial Consultants
Connecticut
$5.42M -$118K -287 -2%
AG
1119
Ascent Group
Virginia
$5.41M +$538K +1,308 +11%
PG
1120
Patten Group
Tennessee
$5.32M +$210K +512 +4%
WCG
1121
Wall Capital Group
Arizona
$5.32M +$5.32M +12,933 New
TWP
1122
Tempus Wealth Planning
California
$5.3M +$335K +815 +7%
DBT
1123
Dubuque Bank & Trust
Iowa
$5.29M -$84.3K -205 -2%
BFG
1124
Beacon Financial Group
Texas
$5.28M -$304K -740 -5%
LI
1125
LVZ Inc
Michigan
$5.28M +$2.53M +6,148 +92%