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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 %
RWPA
1426
Richard W. Paul & Associates
Michigan
$2.91M -$1M -2,339 -26%
SWP
1427
Summit Wealth Partners
Florida
$2.91M +$809K +1,883 +39%
AWA
1428
Aaron Wealth Advisors
Illinois
$2.91M -$25.8K -60 -0.9%
RG
1429
Retirement Group
California
$2.91M +$19.8K +46 +0.7%
HCM
1430
Harvey Capital Management
Florida
$2.89M
RA
1431
Ruggaard & Associates
Ohio
$2.89M +$256K +596 +10%
FUBT
1432
First United Bank & Trust
Maryland
$2.89M -$91K -212 -3%
ACA
1433
Aspire Capital Advisors
Washington
$2.88M +$1.39M +3,232 +93%
RF
1434
RHS Financial
California
$2.88M +$328K +764 +13%
RT
1435
Rockland Trust
Massachusetts
$2.88M -$67.9K -158 -2%
LI
1436
LVZ Inc
Michigan
$2.88M -$2.63M -6,118 -48%
OLVIG
1437
Oliver Lagore Vanvalin Investment Group
Michigan
$2.87M -$5.58K -13 -0.2%
NIC
1438
Northwest Investment Counselors
Oregon
$2.87M -$7.73K -18 -0.3%
WFMPM
1439
Woodley Farra Manion Portfolio Management
Indiana
$2.86M -$99.2K -230 -3%
WFA
1440
WestHill Financial Advisors
California
$2.86M -$25.3K -59 -0.9%
APWM
1441
Atlas Private Wealth Management
New York
$2.85M -$97.9K -228 -3%
IRC
1442
Investors Research Corp
Georgia
$2.84M -$22.3K -52 -0.8%
RG
1443
Rathbones Group
United Kingdom
$2.84M +$2.54M +5,916 +848%
RCWMU
1444
Rothschild & Co Wealth Management (UK)
United Kingdom
$2.84M
TP
1445
Tranquility Partners
Tennessee
$2.84M -$49.8K -116 -2%
LCM
1446
Liberty Capital Management
Michigan
$2.83M +$231K +539 +9%
SEI Investments
1447
SEI Investments
Pennsylvania
$2.83M +$269K +626 +10%
BCV
1448
Banque Cantonale Vaudoise
Switzerland
$2.83M +$63.6K +148 +2%
RBC
1449
Romano Brothers & Co
Illinois
$2.83M -$191K -445 -6%
VAS
1450
Vestmark Advisory Solutions
Massachusetts
$2.83M -$8.36M -19,457 -75%