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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 %
QC
1151
Quent Capital
New York
$5.66M -$4.72K -11 -0.1%
HIM
1152
Hanlon Investment Management
New Jersey
$5.64M +$669K +1,559 +13%
BW
1153
BIP Wealth
Georgia
$5.63M +$537K +1,250 +11%
SFP
1154
Sterling Financial Planning
New Jersey
$5.62M -$34.8K -81 -0.6%
TSWM
1155
Tyler-Stone Wealth Management
Ohio
$5.61M +$201K +467 +4%
WP
1156
WealthSource Partners
California
$5.58M -$251K -584 -4%
MWM
1157
MY Wealth Management
Maryland
$5.58M -$36.9K -86 -0.7%
AFP
1158
Ausdal Financial Partners
Iowa
$5.58M -$269K -627 -5%
KWA
1159
KCS Wealth Advisory
California
$5.56M -$3.12M -7,255 -36%
LSPW
1160
Lake Street Private Wealth
Illinois
$5.55M -$110K -255 -2%
TFS
1161
Thoroughbred Financial Services
Tennessee
$5.54M +$397K +925 +8%
GAG
1162
GM Advisory Group
New York
$5.53M
I2I
1163
Insight 2811 Inc
Illinois
$5.52M +$449K +1,046 +9%
DT
1164
Daniels + Tansey
Delaware
$5.51M +$4.51M +65,123 +450%
QCM
1165
Quantinno Capital Management
New York
$5.47M +$4.83M +11,252 +753%
Financial Engines Advisors
1166
Financial Engines Advisors
California
$5.46M +$1.84M +4,261 +51%
RWP
1167
Ridgecrest Wealth Partners
California
$5.43M -$98.3K -229 -2%
BP
1168
BBR Partners
New York
$5.43M +$73.4K +171 +1%
AI
1169
Atom Investors
Texas
$5.42M
AAS
1170
Annex Advisory Services
Wisconsin
$5.42M -$280K -651 -5%
BBWP
1171
Beacon Bridge Wealth Partners
Pennsylvania
$5.41M +$466K +1,086 +9%
PMFA
1172
Plante Moran Financial Advisors
Michigan
$5.4M -$140K -325 -3%
SWA
1173
Strata Wealth Advisors
Texas
$5.39M +$5.39M +12,562 New
AFS
1174
Annapolis Financial Services
Maryland
$5.39M -$38.2K -89 -0.7%
KIA
1175
KCM Investment Advisors
California
$5.36M -$391K -911 -7%