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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 %
AP
1551
Appleton Partners
Massachusetts
$2.28M +$15K +35 +0.7%
FC
1552
Financial Consulate
Maryland
$2.28M -$154K -358 -6%
CFA
1553
CWS Financial Advisors
Michigan
$2.28M
RMDI
1554
R.M. Davis Inc
Maine
$2.27M +$18.5K +43 +0.8%
WFAG
1555
Worth Financial Advisory Group
North Carolina
$2.27M +$100K +234 +5%
CWG
1556
Crown Wealth Group
North Carolina
$2.27M -$9.45K -22 -0.4%
OPWM
1557
Oxinas Partners Wealth Management
Indiana
$2.26M -$2.58K -6 -0.1%
DC
1558
Darrow Company
Massachusetts
$2.26M -$56.7K -132 -2%
VST
1559
Van Strum & Towne
California
$2.26M -$22.8K -53 -1%
Connor, Clark & Lunn Investment Management (CC&L)
1560
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.25M +$76K +177 +3%
LFP
1561
Leeward Financial Partners
Washington
$2.25M +$207K +481 +10%
WE
1562
Wealth Effects
Massachusetts
$2.25M +$13.7K +32 +0.6%
HWM
1563
Howard Wealth Management
Connecticut
$2.24M +$46.8K +109 +2%
MA
1564
MBA Advisors
Pennsylvania
$2.23M +$52K +121 +2%
AWM
1565
Angeles Wealth Management
California
$2.23M +$286K +665 +15%
PPP
1566
Private Portfolio Partners
New Jersey
$2.23M +$24.9K +58 +1%
NFP
1567
NorthLanding Financial Partners
New York
$2.23M +$109K +254 +5%
CMP
1568
Courage Miller Partners
Virginia
$2.21M -$24.1K -56 -1%
HWM
1569
Hemington Wealth Management
Virginia
$2.21M +$27.9K +65 +1%
CWM
1570
Centric Wealth Management
Illinois
$2.2M -$3.44K -8 -0.2%
EL
1571
Essex LLC
Illinois
$2.2M -$546K -1,271 -20%
IP
1572
Investment Partners
Ohio
$2.2M -$414K -964 -16%
SWM
1573
Segment Wealth Management
Texas
$2.2M
MJRIC
1574
Mogy Joel R Investment Counsel
California
$2.19M -$8.59K -20 -0.4%
ECM
1575
Exchange Capital Management
Michigan
$2.19M -$57.1K -133 -3%