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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 %
9WM
1101
9258 Wealth Management
Ohio
$6.54M -$202K -470 -3%
SWA
1102
Sax Wealth Advisors
New Jersey
$6.54M +$554K +1,290 +9%
CPA
1103
Cardiff Park Advisors
California
$6.54M
SWP
1104
Strategic Wealth Partners
Ohio
$6.53M -$135K -314 -2%
MF
1105
Meridian Financial
Massachusetts
$6.5M +$58.8K +137 +0.9%
GEA
1106
Glen Eagle Advisors
New Jersey
$6.49M +$21K +49 +0.3%
DC
1107
Davenport & Co
Virginia
$6.48M -$73.4K -171 -1%
NFC
1108
Northeast Financial Consultants
Connecticut
$6.45M +$134K +311 +2%
ODIJL
1109
One Day In July LLC
Vermont
$6.42M +$3.32M +7,737 +107%
PCA
1110
Prosperity Capital Advisors
Ohio
$6.4M +$1.43M +3,324 +29%
FCC
1111
Flower City Capital
New York
$6.37M -$52.6K -122 -0.8%
JIP
1112
Jaffetilchin Investment Partners
Florida
$6.35M +$129K +301 +2%
EFS
1113
Essex Financial Services
Connecticut
$6.34M +$566K +1,319 +10%
WAOI
1114
Wealth Advisors of Iowa
Iowa
$6.24M -$151K -352 -2%
GP
1115
Geneva Partners
Wisconsin
$6.19M +$233K +542 +4%
LG
1116
Leuthold Group
Minnesota
$6.18M
EWM
1117
Empirical Wealth Management
Washington
$6.17M +$180K +420 +3%
CA
1118
Continuum Advisory
Idaho
$6.16M +$28.3K +66 +0.5%
WCWM
1119
Wooster Corthell Wealth Management
Connecticut
$6.15M -$578K -1,345 -9%
DA
1120
Doliver Advisors
Texas
$6.14M +$984K +2,292 +19%
JA
1121
JVL Associates
Michigan
$6.13M +$22.3K +52 +0.4%
KOC
1122
Koss-Olinger Consulting
Florida
$6.07M -$26.2K -61 -0.4%
NPP
1123
New Potomac Partners
Maryland
$6.05M +$80.3K +187 +1%
PAMG
1124
Patton Albertson Miller Group
Tennessee
$6.03M +$422K +982 +8%
TW
1125
Transform Wealth
Colorado
$6.01M +$118K +274 +2%