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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 %
AIA
1201
Armor Investment Advisors
North Carolina
$5M +$493K +1,147 +11%
BC
1202
Barrett & Company
Rhode Island
$4.99M +$30.1K +70 +0.6%
FCP
1203
Fidelis Capital Partners
Florida
$4.96M +$232K +511 +5%
EA
1204
Emerald Advisors
Washington
$4.95M -$18.5K -43 -0.4%
IFA
1205
Index Fund Advisors
California
$4.93M +$124K +288 +3%
PAI
1206
Pittenger & Anderson Inc
Nebraska
$4.93M +$300K +698 +6%
MWM
1207
Mission Wealth Management
California
$4.9M -$73.4K -171 -1%
BPWM
1208
Badgley Phelps Wealth Managers
Washington
$4.89M +$183K +427 +4%
ESB
1209
Essex Savings Bank
Connecticut
$4.88M -$226K -527 -4%
GLLW
1210
Graves Light Lenhart Wealth
Virginia
$4.86M
TCOV
1211
Trust Company of Vermont
Vermont
$4.85M +$169K +394 +4%
PAG
1212
Private Advisory Group
Washington
$4.85M -$1.84M -4,285 -28%
OCBCO
1213
Oversea-Chinese Banking Corp (OCBC)
Singapore
$4.84M +$2.25M +5,249 +87%
FCA
1214
FLC Capital Advisors
California
$4.83M -$79K -184 -2%
Calamos Advisors
1215
Calamos Advisors
Illinois
$4.82M +$69.1K +161 +1%
BCA
1216
Bray Capital Advisors
Florida
$4.79M +$155K +361 +3%
BA
1217
Bridge Advisory
California
$4.77M +$2.14M +4,976 +81%
DBT
1218
Dubuque Bank & Trust
Iowa
$4.76M -$45.1K -105 -0.9%
SFI
1219
SPC Financial Inc
Maryland
$4.75M +$695K +1,618 +17%
SAM
1220
Smithbridge Asset Management
Pennsylvania
$4.75M -$49.4K -115 -1%
SMG
1221
Smart Money Group
Texas
$4.73M -$611K -1,424 -11%
BFO
1222
Boston Family Office
Massachusetts
$4.71M -$232K -540 -5%
PP
1223
PFS Partners
New Jersey
$4.71M -$64.8K -151 -1%
SWA
1224
Strategies Wealth Advisors
Michigan
$4.71M -$37.8K -88 -0.8%
BI
1225
Berkeley Inc
Idaho
$4.69M +$31.8K +74 +0.7%