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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 %
NG
1126
NatWest Group
United Kingdom
$6.01M
CWM
1127
C2C Wealth Management
Arizona
$6M +$4.27K +10 +0.1%
SIC
1128
Sterling Investment Counsel
New York
$5.98M -$42.9K -100 -0.7%
CA
1129
CGN Advisors
Kansas
$5.94M -$87.2K -203 -1%
KC
1130
Kingfisher Capital
North Carolina
$5.94M -$179K -416 -3%
APG
1131
Abacus Planning Group
South Carolina
$5.93M
LC
1132
Lavaca Capital
Texas
$5.92M +$639K +1,487 +12%
SMI
1133
Shelter Mutual Insurance
Missouri
$5.9M -$666K -1,550 -10%
CD
1134
Chapin Davis
Maryland
$5.89M +$74.3K +173 +1%
VCM
1135
Vivaldi Capital Management
Illinois
$5.86M -$303K -706 -5%
MIA
1136
Milestone Investment Advisors
Wisconsin
$5.85M +$1.94M +4,514 +50%
LNWTC
1137
Laird Norton Wetherby Trust Company
Washington
$5.83M +$623K +1,443 +12%
FPAS
1138
Focus Partners Advisor Solutions
Missouri
$5.8M -$383K -891 -6%
TWA
1139
TCI Wealth Advisors
Arizona
$5.8M -$128K -298 -2%
STA
1140
Summit Trail Advisors
New York
$5.77M -$1.75M -4,061 -23%
SGK
1141
Steigerwald Gordon & Koch
Virginia
$5.76M +$97.5K +227 +2%
SWM
1142
Selective Wealth Management
Virginia
$5.75M +$113K +265 +2%
WWC
1143
Waypoint Wealth Counsel
Georgia
$5.73M +$33.9K +79 +0.6%
T
1144
TRUADVICE
Florida
$5.71M -$1.91M -4,317 -25%
EFH
1145
Eaton Financial Holdings
Florida
$5.71M -$10.6M -24,712 -65%
EAM
1146
Erste Asset Management
Austria
$5.71M -$271K -630 -5%
AWA
1147
Arete Wealth Advisors
Illinois
$5.68M -$4.44M -10,330 -44%
WPC
1148
Wedmont Private Capital
Pennsylvania
$5.67M +$358K +825 +7%
TWP
1149
Tempus Wealth Planning
California
$5.67M +$2.58K +6 +0%
EFN
1150
Equita Financial Network
Pennsylvania
$5.66M +$5.66M +13,178 New