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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 %
LIA
1226
LifePlan Investment Advisors
North Carolina
$4.69M +$2.04M +4,750 +77%
WP
1227
Westmount Partners
California
$4.68M +$237K +553 +5%
EP
1228
Essential Planning
New Hampshire
$4.68M +$17.6K +41 +0.4%
BB
1229
Busey Bank
Illinois
$4.67M -$31.3K -73 -0.7%
JJBC
1230
James J. Burns & Company
New York
$4.66M -$126K -293 -3%
WPP
1231
Whalerock Point Partners
Rhode Island
$4.66M +$323K +752 +7%
FFM
1232
Fullerton Fund Management
Singapore
$4.65M +$3.61M +8,413 +347%
HT
1233
Heritage Trust
Oklahoma
$4.64M -$40.4K -94 -0.9%
SOS
1234
Silver Oak Securities
Tennessee
$4.61M -$3.82M -8,885 -45%
SFO
1235
Stokes Family Office
Louisiana
$4.6M -$34.8K -81 -0.8%
MAG
1236
MRA Advisory Group
New Jersey
$4.59M +$339K +789 +8%
TI
1237
Trexquant Investment
Connecticut
$4.57M +$3.04M +7,086 +199%
SFPG
1238
Stonebridge Financial Planning Group
Florida
$4.57M -$8.59K -20 -0.2%
WB
1239
West Bancorporation
Iowa
$4.57M -$5.58K -13 -0.1%
CRC
1240
Curi RMB Capital
Illinois
$4.55M -$230K -535 -5%
HFRG
1241
Houlihan Financial Resource Group
Virginia
$4.54M +$4.54M +10,688 New
CSPIA
1242
Cary Street Partners Investment Advisory
Virginia
$4.53M -$142K -331 -3%
QCIG
1243
Quad-Cities Investment Group
Iowa
$4.51M +$575K +1,339 +15%
SWM
1244
Stockman Wealth Management
Montana
$4.5M +$2.01M +4,679 +81%
ASW
1245
Astoria Strategic Wealth
Texas
$4.5M +$110K +255 +2%
WCM
1246
Wealthcare Capital Management
Virginia
$4.48M -$981K -2,285 -18%
AF
1247
Affiance Financial
Minnesota
$4.46M -$248K -577 -5%
CWA
1248
CM Wealth Advisors
Ohio
$4.45M +$664K +1,472 +18%
Qube Research & Technologies (QRT)
1249
Qube Research & Technologies (QRT)
United Kingdom
$4.44M +$4.44M +10,342 New
BAMG
1250
Brand Asset Management Group
Missouri
$4.44M -$43.8K -102 -1%