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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 %
KHC
1476
Koesten Hirschmann & Crabtree
Kansas
$2.66M -$11.6K -27 -0.4%
HPC
1477
Hobart Private Capital
North Carolina
$2.65M +$382K +890 +17%
AIA
1478
Arcadia Investment Advisors
Idaho
$2.64M -$1.72K -4 -0.1%
MFG
1479
Magnus Financial Group
New York
$2.64M +$41.7K +97 +2%
CCP
1480
Clarkston Capital Partners
Michigan
$2.64M +$79.5K +185 +3%
LWP
1481
Laurel Wealth Planning
Minnesota
$2.63M -$204K -474 -7%
PAM
1482
PVG Asset Management
Colorado
$2.63M -$112K -261 -4%
IA
1483
Insight Advisors
Pennsylvania
$2.63M -$7.73K -18 -0.3%
LSA
1484
Lion Street Advisors
Texas
$2.63M +$278K +648 +12%
TWM
1485
Thrive Wealth Management
Pennsylvania
$2.62M -$405K -944 -13%
AIM
1486
Arcadia Investment Management
Michigan
$2.62M -$40.4K -94 -2%
AWM
1487
Arista Wealth Management
Nevada
$2.62M -$62.3K -145 -2%
CCM
1488
Chilton Capital Management
Texas
$2.6M +$20.6K +48 +0.8%
HKIMG
1489
Hutchens & Kramer Investment Management Group
Indiana
$2.59M +$185K +432 +8%
CWM
1490
Castle Wealth Management
Florida
$2.58M +$934K +2,165 +57%
FP
1491
Financial Perspectives
Minnesota
$2.56M +$2.15K +5 +0.1%
WF
1492
Warner Financial
Maryland
$2.55M +$429 +1 +0%
LWM
1493
Lyell Wealth Management
California
$2.55M
CHA
1494
Carmichael Hill & Associates
Maryland
$2.55M -$44.2K -103 -2%
SFWA
1495
Summit Financial Wealth Advisors
Louisiana
$2.54M -$151K -343 -6%
BSWA
1496
Bromfield Sneider Wealth Advisors
Massachusetts
$2.54M -$47.2K -110 -2%
CSIC
1497
Clifford Swan Investment Counsel
California
$2.54M
AUB
1498
Atlantic Union Bankshares
Virginia
$2.53M -$31.8K -74 -1%
ADL
1499
Asset Dedication LLC
California
$2.53M +$101K +235 +4%
SDWMA
1500
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.51M +$39.9K +93 +2%