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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 %
DIM
1326
Delta Investment Management
California
$3.66M -$29.5M -68,759 -89%
BFW
1327
Brady Family Wealth
Missouri
$3.65M +$14.6K +34 +0.4%
AFS
1328
Access Financial Services
Minnesota
$3.65M -$16.3K -38 -0.4%
WAG
1329
Wallace Advisory Group
California
$3.64M +$64.6K +145 +2%
FNBOO
1330
First National Bank of Omaha
Nebraska
$3.63M
WMA
1331
Wealth Management Associates
New Jersey
$3.63M -$16.7K -39 -0.5%
PWPS
1332
Pinnacle Wealth Planning Services
Ohio
$3.63M -$15.5K -36 -0.4%
CIA
1333
Compass Ion Advisors
Pennsylvania
$3.62M +$1.62M +3,765 +81%
PFWA
1334
Paces Ferry Wealth Advisors
Georgia
$3.62M -$106K -246 -3%
WBC
1335
West Branch Capital
Massachusetts
$3.62M
UCMOK
1336
United Capital Management of KS
Kansas
$3.59M -$119K -276 -3%
FPTW
1337
Franklin, Parlapiano, Turner & Welch
Texas
$3.58M
PA
1338
PSI Advisors
Florida
$3.57M -$640K -1,490 -15%
AWM
1339
Alterna Wealth Management
Texas
$3.55M +$447K +1,040 +14%
SFG
1340
SNS Financial Group
Minnesota
$3.55M -$35.8K -83 -1%
KL
1341
KWMG LLC
Kansas
$3.55M -$201K -469 -5%
VF
1342
Vawter Financial
Ohio
$3.54M -$377K -878 -10%
SJIM
1343
St. Johns Investment Management
Florida
$3.54M -$2.58K -6 -0.1%
APC
1344
Asset Planning Corporation
Tennessee
$3.53M
SFG
1345
Summit Financial Group
West Virginia
$3.52M -$87.6K -204 -2%
Kovitz Investment Group Partners
1346
Kovitz Investment Group Partners
Illinois
$3.51M -$333K -775 -9%
MWA
1347
Motive Wealth Advisors
Michigan
$3.51M
EFMH
1348
E Fund Management (HK)
Hong Kong
$3.51M +$1.53M +3,566 +78%
EFM
1349
E Fund Management
China
$3.51M +$1.53M +3,566 +78%
FCB
1350
First County Bank
Connecticut
$3.5M +$55.4K +129 +2%