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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 %
SFPG
1176
Stonebridge Financial Planning Group
Florida
$4.53M -$132K -320 -3%
LWMNY
1177
Landmark Wealth Management (New York)
New York
$4.53M -$39.9K -97 -0.9%
EA
1178
Emerald Advisors
Washington
$4.53M +$474K +1,153 +12%
BAMG
1179
Brand Asset Management Group
Missouri
$4.52M +$8.63K +21 +0.2%
GAG
1180
GM Advisory Group
New York
$4.49M +$547K +1,331 +14%
WPC
1181
White Pine Capital
Minnesota
$4.47M -$14.4K -35 -0.3%
SIC
1182
Shoker Investment Counsel
Ohio
$4.47M +$145K +353 +3%
EWM
1183
Endurance Wealth Management
Rhode Island
$4.47M +$32.5K +79 +0.7%
BCA
1184
Bray Capital Advisors
Florida
$4.46M +$145K +352 +3%
SFO
1185
Stokes Family Office
Louisiana
$4.45M -$157K -382 -3%
BI
1186
Berkeley Inc
Idaho
$4.44M -$18.9K -46 -0.4%
MWAM
1187
Manhattan West Asset Management
California
$4.44M +$1.74M +4,244 +65%
PA
1188
PSI Advisors
Florida
$4.44M -$1.08M -2,621 -20%
BB
1189
Busey Bank
Illinois
$4.41M -$90K -219 -2%
PAI
1190
Pittenger & Anderson Inc
Nebraska
$4.41M +$254K +619 +6%
HFRG
1191
Houlihan Financial Resource Group
Virginia
$4.39M -$42.8K -104 -1%
OSAM
1192
O'Shaughnessy Asset Management
Connecticut
$4.38M +$2.28M +5,558 +109%
SFG
1193
Sage Financial Group
Pennsylvania
$4.37M +$54.7K +133 +1%
TFCP
1194
Twin Focus Capital Partners
Massachusetts
$4.37M -$4.11K -10 -0.1%
ICP
1195
Interchange Capital Partners
Pennsylvania
$4.35M +$430K +1,045 +11%
Kovitz Investment Group Partners
1196
Kovitz Investment Group Partners
Illinois
$4.34M +$3.36M +8,179 +344%
JFA
1197
JNBA Financial Advisors
Minnesota
$4.33M -$146K -354 -3%
EP
1198
Essential Planning
New Hampshire
$4.33M +$162K +395 +4%
FNBOSM
1199
First National Bank of South Miami
Florida
$4.3M -$123K -298 -3%
SWP
1200
Semus Wealth Partners
Florida
$4.3M -$97.8K -238 -2%