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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 %
SNB
1451
Security National Bank
Nebraska
$2.82M +$272K +632 +11%
CSWM
1452
Cassady Schiller Wealth Management
Ohio
$2.82M
OFS
1453
Oldfather Financial Services
Nebraska
$2.82M -$5.58K -13 -0.2%
NCG
1454
Newport Capital Group
New Jersey
$2.81M -$95.8K -223 -3%
CCM
1455
Condor Capital Management
New Jersey
$2.8M -$55.4K -129 -2%
PCS
1456
Personal CFO Solutions
New Jersey
$2.79M +$83.3K +194 +3%
CWP
1457
Curated Wealth Partners
California
$2.79M +$488K +1,137 +21%
LC
1458
Lindbrook Capital
California
$2.79M +$10.7K +25 +0.4%
AWA
1459
Alta Wealth Advisors
Massachusetts
$2.78M -$87.6K -204 -3%
CWA
1460
Canvas Wealth Advisors
Kansas
$2.78M +$29.2K +69 +1%
MC
1461
Moors & Cabot
Massachusetts
$2.76M +$87.6K +204 +3%
MWM
1462
Mattern Wealth Management
Kansas
$2.76M -$42.5K -99 -2%
FWP
1463
FAS Wealth Partners
Kansas
$2.75M -$152K -353 -5%
SC
1464
Sepio Capital
Utah
$2.74M +$282K +657 +11%
ACM
1465
AlphaStar Capital Management
North Carolina
$2.73M -$133K -309 -5%
FBFS
1466
First Business Financial Services
Wisconsin
$2.73M +$63.1K +147 +2%
IUHSA
1467
Itau Unibanco Holding S.A.
Brazil
$2.73M -$379K -841 -12%
IAS
1468
IMA Advisory Services
Colorado
$2.72M -$8.59K -20 -0.3%
SCG
1469
Sonata Capital Group
Washington
$2.71M -$55K -128 -2%
CAM
1470
Carret Asset Management
New York
$2.71M +$148K +345 +6%
GSEP
1471
Golden State Equity Partners
California
$2.7M -$98.3K -229 -4%
TCPWM
1472
Traverso Chambers Private Wealth Management
California
$2.7M -$8.59K -20 -0.3%
MIM
1473
Macroview Investment Management
Maryland
$2.7M +$176K +410 +7%
MAM
1474
Madison Asset Management
Wisconsin
$2.7M -$76K -177 -3%
PFSC
1475
Peoples Financial Services Corp
Pennsylvania
$2.69M