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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 %
GA
1251
GSG Advisors
New Jersey
$4.43M +$4.43M +10,313 New
NP
1252
Nilsine Partners
Colorado
$4.42M +$15K +35 +0.3%
CWM
1253
Certus Wealth Management
California
$4.41M +$319K +742 +8%
OWA
1254
Outlook Wealth Advisors
Texas
$4.41M +$47.7K +111 +1%
CPC
1255
Congress Park Capital
New York
$4.41M +$120K +280 +3%
CA
1256
Claro Advisors
Massachusetts
$4.4M -$400K -932 -8%
MFA
1257
Morling Financial Advisors
California
$4.39M -$307K -714 -7%
RW
1258
Rede Wealth
Virginia
$4.38M +$176K +410 +4%
OSAM
1259
O'Shaughnessy Asset Management
Connecticut
$4.37M +$392K +914 +10%
TSW
1260
Three Seasons Wealth
Utah
$4.37M +$4.37M +10,138 New
LWMNY
1261
Landmark Wealth Management (New York)
New York
$4.37M +$4.37M +10,177 New
JIC
1262
Joel Isaacson & Co
New York
$4.34M +$12K +28 +0.3%
CA
1263
CSM Advisors
Pennsylvania
$4.32M -$19.4M -45,106 -82%
AT
1264
American Trust
Kentucky
$4.3M -$6.9M -16,060 -62%
SIC
1265
Salem Investment Counselors
North Carolina
$4.3M +$181K +420 +4%
OPA
1266
Old Port Advisors
Maine
$4.3M +$4.3M +10,005 New
WPC
1267
Waters Parkerson & Co
Louisiana
$4.28M +$25.3K +59 +0.6%
BFC
1268
Bedel Financial Consulting
Indiana
$4.28M +$190K +443 +5%
MCC
1269
Money Concepts Capital
Florida
$4.27M +$54.5K +127 +1%
NFG
1270
Nations Financial Group
Iowa
$4.26M +$317K +737 +8%
MAM
1271
MMA Asset Management
Pennsylvania
$4.25M +$1.11M +2,579 +35%
WCM
1272
Windham Capital Management
Massachusetts
$4.25M -$47.2K -110 -1%
EP
1273
Edgestream Partners
New Jersey
$4.25M +$2.97M +6,926 +233%
GIS
1274
Grayhawk Investment Strategies
Alberta, Canada
$4.25M -$25.3K -59 -0.6%
PWP
1275
Private Wealth Partners
California
$4.22M