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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 %
IDA
1251
Intelligence Driven Advisers
California
$3.73M +$11.9K +29 +0.3%
SSWG
1252
Seven Springs Wealth Group
Tennessee
$3.72M -$3.29K -8 -0.1%
CPIA
1253
Cornell Pochily Investment Advisors
New York
$3.71M -$74.8K -182 -2%
FCB
1254
First County Bank
Connecticut
$3.71M -$118K -286 -3%
DWM
1255
Defined Wealth Management
Oregon
$3.71M -$5.44M -13,245 -59%
NCM
1256
Nelson Capital Management
California
$3.71M -$1.77M -4,305 -32%
PFWA
1257
Paces Ferry Wealth Advisors
Georgia
$3.69M -$677K -1,646 -15%
MPCG
1258
Matrix Private Capital Group
New York
$3.69M -$610K -1,485 -14%
GWM
1259
Gitterman Wealth Management
New Jersey
$3.69M -$166K -405 -4%
AFS
1260
Access Financial Services
Minnesota
$3.69M -$554K -1,348 -13%
BFO
1261
Boston Family Office
Massachusetts
$3.66M +$28K +68 +0.8%
PJSIMP
1262
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.64M -$23.6K -57 -0.6%
KL
1263
KWMG LLC
Kansas
$3.64M -$146K -356 -4%
CPC
1264
Congress Park Capital
New York
$3.63M +$1.48M +3,606 +69%
BWA
1265
BlueSky Wealth Advisors
North Carolina
$3.61M -$278K -677 -7%
AF
1266
Affiance Financial
Minnesota
$3.61M -$245K -597 -6%
Financial Engines Advisors
1267
Financial Engines Advisors
California
$3.59M +$580K +1,410 +19%
GIA
1268
Goodwin Investment Advisory
Georgia
$3.59M -$153K -372 -4%
FFM
1269
Forum Financial Management
Illinois
$3.58M -$289K -703 -7%
BHIC
1270
Bassett Hargrove Investment Counsel
Delaware
$3.58M
MCM
1271
Mitchell Capital Management
Kansas
$3.56M +$41.5K +101 +1%
ACG
1272
Allen Capital Group
Nebraska
$3.55M +$1.72M +4,192 +94%
WMA
1273
Wealth Management Associates
New Jersey
$3.55M -$17.7K -43 -0.5%
KAM
1274
Knightsbridge Asset Management
California
$3.55M
SPW
1275
Sonoma Private Wealth
California
$3.54M +$428K +1,040 +14%