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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 %
WF
1301
Welch & Forbes
Massachusetts
$3.9M +$16.3K +38 +0.4%
FG
1302
Fiduciary Group
Georgia
$3.9M -$4.29K -10 -0.1%
GPA
1303
Garrison Point Advisors
California
$3.89M -$23.6K -55 -0.6%
DWM
1304
Defined Wealth Management
Oregon
$3.89M -$3.01K -7 -0.1%
BFA
1305
Beacon Financial Advisory
Ohio
$3.89M +$200K +466 +5%
DWP
1306
Daymark Wealth Partners
Ohio
$3.89M +$834K +1,942 +27%
EFG
1307
Ethos Financial Group
Pennsylvania
$3.84M +$334K +774 +10%
MPCG
1308
Matrix Private Capital Group
New York
$3.84M +$162K +376 +4%
VAM
1309
Verity Asset Management
North Carolina
$3.84M +$493K +1,149 +15%
CCC
1310
Chelsea Counsel Company
California
$3.84M
NCM
1311
Nelson Capital Management
California
$3.83M -$241K -562 -6%
MCM
1312
Mitchell Capital Management
Kansas
$3.82M +$24K +56 +0.6%
BWA
1313
BlueSky Wealth Advisors
North Carolina
$3.82M +$58K +135 +2%
PAM
1314
Peak Asset Management
Colorado
$3.8M -$78.2K -182 -2%
SAM
1315
S.A. Mason
Michigan
$3.8M -$1.1M -2,569 -23%
SAM
1316
Strategy Asset Managers
California
$3.8M +$34.4K +80 +0.9%
RMAM
1317
Raab & Moskowitz Asset Management
New Jersey
$3.78M -$42.9K -100 -1%
EAMA
1318
EFG Asset Management (Americas)
Florida
$3.76M +$1.18M +2,753 +46%
SSWG
1319
Seven Springs Wealth Group
Tennessee
$3.76M -$78.6K -183 -2%
BHIC
1320
Bassett Hargrove Investment Counsel
Delaware
$3.74M
ITB
1321
Idaho Trust Bank
Idaho
$3.74M +$55.4K +129 +2%
ZIC
1322
ZWJ Investment Counsel
Georgia
$3.72M +$142K +330 +4%
ACG
1323
Allen Capital Group
Nebraska
$3.71M +$138K +322 +4%
SI
1324
Stephens Inc
Arkansas
$3.7M +$163K +379 +5%
TH
1325
TCTC Holdings
Texas
$3.68M +$537K +1,250 +17%