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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 %
1IA
1176
1834 Investment Advisors
Wisconsin
$5.33M -$97.9K -228 -2%
KWA
1177
Kingswood Wealth Advisors
California
$5.32M +$4.3M +10,006 +418%
JSL
1178
JT Stratford LLC
Georgia
$5.32M +$2.65M +6,166 +99%
VCM
1179
Virtue Capital Management
Tennessee
$5.32M
LIA
1180
Luken Investment Analytics
Tennessee
$5.24M -$1.79M -4,172 -25%
LFA
1181
Legacy Financial Advisors
Kentucky
$5.24M +$670K +1,561 +15%
GFG
1182
Goldstone Financial Group
Illinois
$5.23M +$471K +1,097 +10%
PG
1183
Patten Group
Tennessee
$5.22M +$125K +292 +2%
SWP
1184
Semus Wealth Partners
Florida
$5.21M +$456K +1,062 +10%
TC
1185
Trust Company
Kansas
$5.18M +$39.5K +92 +0.8%
PIA
1186
Perennial Investment Advisors
California
$5.17M +$203K +473 +4%
CAM
1187
Campion Asset Management
Virginia
$5.17M +$280K +652 +6%
Renaissance Technologies
1188
Renaissance Technologies
New York
$5.15M +$5.15M +12,000 New
WAL
1189
W Advisors LLC
Tennessee
$5.15M +$373K +868 +8%
WPC
1190
White Pine Capital
Minnesota
$5.15M +$593K +1,381 +13%
SFC
1191
Strategic Financial Concepts
Texas
$5.13M +$233K +542 +5%
WCG
1192
Wall Capital Group
Arizona
$5.12M -$277K -635 -5%
CIR
1193
Clear Investment Research
Georgia
$5.11M +$39.9K +93 +0.8%
RDIA
1194
RE Dickinson Investment Advisors
Iowa
$5.08M +$244K +568 +5%
PI
1195
PineBridge Investments
New York
$5.06M -$215K -500 -4%
EA
1196
Efficient Advisors
Ohio
$5.04M -$522K -1,216 -9%
RC
1197
Roundview Capital
New Jersey
$5.03M +$98.8K +230 +2%
SIC
1198
Shoker Investment Counsel
Ohio
$5.02M +$94.9K +221 +2%
CIC
1199
Cutler Investment Counsel
Oregon
$5.01M +$44K +102 +0.9%
Susquehanna International Group
1200
Susquehanna International Group
Pennsylvania
$5.01M -$5.71M -13,299 -53%