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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 %
IFS
1376
Intelligent Financial Strategies
Minnesota
$3.22M -$265K -614 -8%
TI
1377
Tidal Investments
Wisconsin
$3.22M -$33.9M -78,907 -91%
HBWM
1378
Hollow Brook Wealth Management
New York
$3.22M -$87.2K -203 -3%
JGIA
1379
Jackson Grant Investment Advisers
Connecticut
$3.2M +$6.01K +14 +0.2%
CWC
1380
Carolinas Wealth Consulting
North Carolina
$3.2M -$9.41M -22,405 -75%
FC
1381
Forte Capital
New York
$3.2M +$470K +1,095 +17%
PJSIMP
1382
P.J. Schmidt Investment Management (PJS)
Wisconsin
$3.19M -$104K -243 -3%
GA
1383
GFS Advisors
Texas
$3.18M
BBNA
1384
Bremer Bank National Association
Minnesota
$3.17M +$3.44K +8 +0.1%
CL
1385
CIM LLC
New York
$3.17M -$9.02K -21 -0.3%
SCA
1386
Sage Capital Advisors
South Dakota
$3.15M +$68.7K +160 +2%
MWM
1387
Marietta Wealth Management
Georgia
$3.14M +$16.7K +39 +0.5%
AIC
1388
Ayalon Insurance Company
Israel
$3.13M +$139K +322 +5%
TFP
1389
Triune Financial Partners
Kansas
$3.12M +$41.2K +96 +1%
GIA
1390
Goodwin Investment Advisory
Georgia
$3.11M -$648K -1,510 -17%
APC
1391
Aspire Private Capital
North Carolina
$3.11M +$403K +939 +15%
ARC
1392
Advisor Resource Council
Texas
$3.1M +$231K +539 +8%
NC
1393
NovaPoint Capital
Georgia
$3.1M -$9.88K -23 -0.3%
GWM
1394
Gitterman Wealth Management
New Jersey
$3.1M -$358K -834 -10%
IDA
1395
Intelligence Driven Advisers
California
$3.1M -$56.7K -133 -2%
CWP
1396
Cyndeo Wealth Partners
Florida
$3.09M +$2.8M +6,510 +942%
AA
1397
Auxano Advisors
Washington
$3.09M
Fisher Asset Management
1398
Fisher Asset Management
Washington
$3.09M +$116K +269 +4%
SSWM
1399
Smith Salley Wealth Management
North Carolina
$3.08M +$1.52M +3,545 +98%
VWM
1400
Valley Wealth Managers
New Jersey
$3.07M -$106K -246 -3%