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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 %
EFG
1301
Ethos Financial Group
Pennsylvania
$3.34M +$78.5K +191 +2%
BPWM
1302
Badgley Phelps Wealth Managers
Washington
$3.33M -$560K -1,362 -14%
IFS
1303
Intelligent Financial Strategies
Minnesota
$3.32M -$92.1K -224 -3%
FPCG
1304
Forum Private Client Group
Indiana
$3.31M +$368K +896 +13%
SBH
1305
Segall Bryant & Hamill
Illinois
$3.31M -$47.3K -115 -1%
SFG
1306
SNS Financial Group
Minnesota
$3.31M -$56.7K -138 -2%
PWPS
1307
Pinnacle Wealth Planning Services
Ohio
$3.3M +$58K +141 +2%
WAG
1308
Wallace Advisory Group
California
$3.3M +$66.2K +161 +2%
SWM
1309
Southern Wealth Management
Texas
$3.3M -$749K -1,823 -19%
SP
1310
Successful Portfolios
Florida
$3.3M -$191K -464 -5%
CL
1311
CIM LLC
New York
$3.29M -$135K -328 -4%
SIA
1312
Stegner Investment Associates
Kentucky
$3.28M +$39.3K +95 +1%
BAM
1313
BOS Asset Management
Illinois
$3.28M -$69.9K -170 -2%
SFI
1314
SPC Financial Inc
Maryland
$3.27M +$421K +1,024 +15%
PA
1315
Procyon Advisors
Connecticut
$3.27M +$408K +993 +14%
SWA
1316
Strategies Wealth Advisors
Michigan
$3.27M +$748K +1,820 +30%
FHA
1317
Flagship Harbor Advisors
Massachusetts
$3.25M -$6.58K -16 -0.2%
AWG
1318
Altus Wealth Group
Colorado
$3.25M +$66.6K +162 +2%
NIM
1319
Northeast Investment Management
Massachusetts
$3.25M
New York State Common Retirement Fund
1320
New York State Common Retirement Fund
New York
$3.24M +$713K +1,735 +28%
ZIC
1321
ZWJ Investment Counsel
Georgia
$3.24M +$1.16M +2,821 +56%
NB
1322
Nicolet Bankshares
Wisconsin
$3.22M -$73.6K -179 -2%
MWM
1323
Madison Wealth Management
Ohio
$3.2M -$11.1K -27 -0.3%
IAA
1324
Independent Advisor Alliance
North Carolina
$3.19M -$950K -2,312 -23%
RT
1325
Rockland Trust
Massachusetts
$3.19M +$266K +647 +9%