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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 %
SC
1276
Steph & Co
Wisconsin
$4.21M -$217K -506 -5%
AWA
1277
Authentikos Wealth Advisory
California
$4.2M -$335K -781 -7%
SPW
1278
Sonoma Private Wealth
California
$4.2M +$497K +1,157 +13%
SFG
1279
Sage Financial Group
Pennsylvania
$4.18M -$289K -674 -6%
SFM
1280
Signet Financial Management
New Jersey
$4.18M -$8.59K -20 -0.2%
MSAGDF
1281
Moneda SA Administradora General de Fondos
Chile
$4.17M -$1.89M -4,399 -31%
TI
1282
tru Independence
Oregon
$4.16M +$203K +473 +5%
TFCP
1283
Twin Focus Capital Partners
Massachusetts
$4.14M -$421K -980 -9%
FC
1284
Financial Council
Maryland
$4.14M -$3.44K -8 -0.1%
M
1285
MOTCO
Texas
$4.13M +$170K +397 +4%
ACM
1286
Absolute Capital Management
Pennsylvania
$4.12M +$395K +915 +11%
MWP
1287
Meridian Wealth Partners
Pennsylvania
$4.11M +$18K +42 +0.4%
RFA
1288
Resurgent Financial Advisors
Georgia
$4.05M +$522K +1,215 +15%
P
1289
&Partners
Tennessee
$4.05M -$141K -328 -3%
FHC
1290
First Heartland Consultants
Missouri
$4.03M +$9.88K +23 +0.2%
JFA
1291
JNBA Financial Advisors
Minnesota
$4.01M -$454K -1,057 -10%
GWS
1292
Glassman Wealth Services
Virginia
$4.01M +$525K +1,222 +15%
GA
1293
Geller Advisors
New York
$3.99M +$914K +2,119 +30%
MFC
1294
Mechanics Financial Corp
Ohio
$3.99M +$115K +267 +3%
PWA
1295
Peterson Wealth Advisors
Utah
$3.96M -$151K -352 -4%
CC
1296
Callan Capital
California
$3.95M
NW
1297
NewEdge Wealth
Pennsylvania
$3.94M +$374K +872 +10%
BPC
1298
Banque Pictet & Cie
Switzerland
$3.92M +$1.29K +3 +0%
MWPCG
1299
Measured Wealth Private Client Group
New Hampshire
$3.92M -$249K -581 -6%
KFGK
1300
Keystone Financial Group (Kentucky)
Kentucky
$3.91M +$57.1K +133 +1%