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iShares Core S&P 500 ETF

2,662 hedge funds and large institutions have $217B invested in iShares Core S&P 500 ETF in 2023 Q1 according to their latest regulatory filings, with 159 funds opening new positions, 1,038 increasing their positions, 1,130 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,662
Holders Change
-11
Holders Change %
-0.41%
% of All Funds
42.61%
Holding in Top 10
845
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-0.59%
% of All Funds
13.52%
New
159
Increased
1,038
Reduced
1,130
Closed
109
Calls
$247M
Puts
$111M
Net Calls
+$136M
Net Calls Change
-$93.8M
Name Holding Trade Value Shares
Change
Shares
Change %
NA
126
NewEdge Advisors
Louisiana
$207M -$7.37M -17,948 -3%
AWE
127
Avidian Wealth Enterprises
Texas
$202M +$20.9M +50,724 +11%
Korea Investment Corp
128
Korea Investment Corp
South Korea
$199M +$174M +422,268 +680%
FCH
129
Freestone Capital Holdings
Washington
$195M +$8.82M +21,452 +5%
LIA
130
LBMC Investment Advisors
Tennessee
$194M +$1.17M +2,835 +0.6%
PCIG
131
Partners Capital Investment Group
Massachusetts
$193M -$23.7M -57,626 -11%
KA
132
Klingman & Associates
New York
$190M +$5.55M +13,499 +3%
EH
133
Equitable Holdings
New York
$187M -$2.87M -6,980 -2%
Wellington Management Group
134
Wellington Management Group
Massachusetts
$182M +$5.16M +12,563 +3%
TLIC
135
Taiyo Life Insurance Company
Japan
$178M -$17.5M -42,500 -9%
PA
136
Planning Alternatives
Michigan
$178M +$672K +1,634 +0.4%
OIA
137
OneDigital Investment Advisors
Kansas
$178M +$39.2M +95,421 +28%
AIA
138
Ally Invest Advisors
North Carolina
$177M +$65.8K +160 +0%
JSW
139
Journey Strategic Wealth
New Jersey
$177M +$1.17M +2,843 +0.7%
VIA
140
Vantagepoint Investment Advisers
District of Columbia
$176M +$28M +68,180 +19%
PPFA
141
Provida Pension Fund Administrator
Chile
$175M -$1.51M -3,737 -0.9%
SC
142
Soundwatch Capital
Connecticut
$174M +$78.9M +191,970 +83%
MLIC
143
Mandatum Life Insurance Company
Finland
$171M +$1.3M +3,154 +0.8%
WT
144
Whittier Trust
California
$171M +$1.3M +3,154 +0.8%
BP
145
Ballentine Partners
Massachusetts
$168M -$18.5K -45 -0%
PI
146
PFS Investments
Georgia
$166M +$21.8M +52,940 +15%
AWS
147
Atria Wealth Solutions
New York
$165M +$4M +9,736 +2%
Rockefeller Capital Management
148
Rockefeller Capital Management
New York
$161M +$67.6M +164,475 +72%
Victory Capital Management
149
Victory Capital Management
Texas
$161M +$37.5M +91,254 +30%
AA
150
Ashford Advisors
New York
$159M -$364K -885 -0.2%