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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 %
SIA
1351
Stegner Investment Associates
Kentucky
$3.5M +$38.7K +90 +1%
FFM
1352
Forum Financial Management
Illinois
$3.49M -$145K -337 -4%
BB
1353
Berkshire Bank
Massachusetts
$3.48M -$785K -1,828 -18%
CB
1354
Cadence Bank
Mississippi
$3.46M +$429K +1,000 +14%
CASB
1355
Cape Ann Savings Bank
Massachusetts
$3.46M -$39.1K -91 -1%
WWP
1356
WR Wealth Planners
Missouri
$3.45M +$116K +269 +3%
RIM
1357
Redwood Investment Management
Arizona
$3.45M +$3.45M +8,023 New
EAM
1358
Evanson Asset Management
California
$3.44M +$666K +1,550 +24%
YDMI
1359
Y.D. More Investments
Israel
$3.44M +$429K +1,000 +14%
EIP
1360
Ellis Investment Partners
Pennsylvania
$3.37M -$133K -310 -4%
WWM
1361
WJ Wealth Management
Arizona
$3.37M
PB
1362
Pinnacle Bancorp
Nebraska
$3.33M +$289K +673 +9%
NIM
1363
Northeast Investment Management
Massachusetts
$3.33M
NB
1364
Nicolet Bankshares
Wisconsin
$3.33M -$11.6K -27 -0.3%
JAG
1365
Journey Advisory Group
Kentucky
$3.33M -$625K -1,456 -16%
CLOS
1366
Compagnie Lombard Odier SCmA
Switzerland
$3.32M -$85K -198 -2%
CPIA
1367
Cornell Pochily Investment Advisors
New York
$3.3M -$463K -1,079 -12%
SP
1368
Successful Portfolios
Florida
$3.3M +$854K +1,989 +35%
MWM
1369
Madison Wealth Management
Ohio
$3.29M -$56.7K -132 -2%
MPI
1370
Mairs & Power Inc
Minnesota
$3.28M +$1.8M +4,202 +122%
NHC
1371
Nicholas Hoffman & Company
Georgia
$3.27M +$107K +250 +3%
FHA
1372
Flagship Harbor Advisors
Massachusetts
$3.27M +$32.6K +76 +1%
QPWM
1373
Quadrant Private Wealth Management
Pennsylvania
$3.25M -$159K -369 -5%
KFS
1374
Kurt F. Somerville
$3.25M
BHPW
1375
Beverly Hills Private Wealth
California
$3.23M -$3.43M -7,986 -52%