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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 %
NEPWA
1401
New England Private Wealth Advisors
Massachusetts
$3.03M +$2.58K +6 +0.1%
FB
1402
First Bancorp
Maine
$3.03M -$551K -1,282 -15%
CPG
1403
Cornerstone Planning Group
New Jersey
$3M +$859 +2 +0%
AWA
1404
Arkadios Wealth Advisors
Georgia
$3M +$438K +1,020 +17%
ETC
1405
Exchange Traded Concepts
Oklahoma
$3M -$10.1M -23,420 -77%
OPWM
1406
Oakwell Private Wealth Management
Texas
$3M
BCM
1407
Birmingham Capital Management
Alabama
$2.99M -$258K -600 -8%
WCG
1408
Weaver Consulting Group
California
$2.99M -$54.5K -127 -2%
AWAU
1409
Alliance Wealth Advisors (Utah)
Utah
$2.98M +$104K +243 +4%
AA
1410
Aufman Associates
Pennsylvania
$2.97M -$7.73K -18 -0.3%
GAM
1411
Gemmer Asset Management
California
$2.97M +$100K +234 +3%
SPWM
1412
Straight Path Wealth Management
Michigan
$2.97M -$35.6K -83 -1%
CCWM
1413
Cassaday & Co Wealth Management
Virginia
$2.97M -$146K -341 -5%
IAA
1414
Independent Advisor Alliance
North Carolina
$2.97M -$319K -742 -10%
HPC
1415
HM Payson & Co
Maine
$2.95M +$162K +377 +6%
EBT
1416
Enterprise Bank & Trust
Massachusetts
$2.95M -$85.9K -200 -3%
CW
1417
CIC Wealth
Maryland
$2.94M +$6.01K +14 +0.2%
DTC
1418
Davidson Trust Company
Washington
$2.94M +$182K +425 +7%
NCM
1419
Northwest Capital Management
Oregon
$2.93M -$106K -248 -4%
BBPWM
1420
Blue Bell Private Wealth Management
Pennsylvania
$2.93M -$11.6K -27 -0.4%
AC
1421
Abbrea Capital
California
$2.93M -$9.06K -21 -0.3%
FWI
1422
Facet Wealth Inc
Maryland
$2.93M -$225K -535 -7%
FWTB
1423
First Western Trust Bank
Colorado
$2.92M -$267K -621 -8%
CWS
1424
Confluence Wealth Services
Pennsylvania
$2.92M +$203K +473 +7%
SPWM
1425
Spartan Planning & Wealth Management
North Carolina
$2.92M +$2.92M +6,792 New