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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 %
SF
1501
Symphony Financial
Texas
$2.51M -$549K -1,280 -18%
DI
1502
DAGCO Inc
Ohio
$2.51M +$740K +7,191 +42%
ME
1503
McIlrath & Eck
Washington
$2.51M -$73.4K -171 -3%
GGS
1504
Galvin Gaustad & Stein
Arizona
$2.51M -$15.5K -36 -0.6%
MIFH
1505
Migdal Insurance & Financial Holdings
Israel
$2.5M
PAG
1506
Paladin Advisory Group
Iowa
$2.5M -$215K -501 -8%
AFA
1507
Arlington Financial Advisors
California
$2.49M -$62.3K -145 -2%
SBLIC
1508
Security Benefit Life Insurance Company
Kansas
$2.49M -$42.9K -100 -2%
GIA
1509
Guyasuta Investment Advisors
Pennsylvania
$2.49M
SCM
1510
Schnieders Capital Management
California
$2.48M
RWMG
1511
Redwood Wealth Management Group
New Jersey
$2.48M -$81.2K -189 -3%
DWP
1512
Destiny Wealth Partners
Florida
$2.48M
WPA
1513
West Paces Advisors
Georgia
$2.48M -$75.1K -175 -3%
CF
1514
Corrigan Financial
Rhode Island
$2.48M +$75.1K +175 +3%
JPWM
1515
Jamison Private Wealth Management
Georgia
$2.47M +$2.47M +5,758 New
VWM
1516
Vigilare Wealth Management
Arizona
$2.46M -$39.1K -91 -2%
FAG
1517
Fortitude Advisory Group
Washington
$2.46M +$210K +489 +9%
CWM
1518
Concentric Wealth Management
California
$2.45M +$6.01K +14 +0.2%
PWA
1519
Pillar Wealth Advisors
Pennsylvania
$2.45M +$593K +1,382 +32%
CL
1520
COWA LLC
Oklahoma
$2.45M -$9.45K -22 -0.4%
CAM
1521
Congress Asset Management
Massachusetts
$2.45M +$2.16M +5,035 +764%
AIM
1522
Aspen Investment Management
Michigan
$2.45M +$9.44K +22 +0.4%
CFA
1523
Cahill Financial Advisors
Minnesota
$2.44M -$429 -1 -0%
BMWM
1524
Brown Miller Wealth Management
Virginia
$2.43M +$488K +1,136 +25%
HCA
1525
Harbour Capital Advisors
Virginia
$2.43M +$158K +369 +7%