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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 %
TWM
1576
Tolleson Wealth Management
Texas
$1.91M
ACA
1577
Ackerman Capital Advisors
Texas
$1.91M -$333K -809 -15%
SRC
1578
Sage Rhino Capital
California
$1.91M
OLVIG
1579
Oliver Lagore Vanvalin Investment Group
Michigan
$1.9M +$186K +452 +11%
WAM
1580
WNY Asset Management
New York
$1.9M -$149K -362 -7%
ADL
1581
Asset Dedication LLC
California
$1.9M +$39.8K +97 +2%
LWANC
1582
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.9M +$36.2K +88 +2%
PWM
1583
Paulson Wealth Management
Illinois
$1.89M +$261K +635 +16%
PWM
1584
PBMares Wealth Management
Virginia
$1.89M +$66.2K +161 +4%
AWM
1585
Angeles Wealth Management
California
$1.89M +$210K +511 +13%
FM
1586
Family Management
New York
$1.88M -$576K -1,402 -23%
APW
1587
Austin Private Wealth
Texas
$1.87M -$5.76K -14 -0.3%
KSWA
1588
Kathleen S. Wright Associates
Pennsylvania
$1.87M +$24.3K +59 +1%
RPWA
1589
Regent Peak Wealth Advisors
Georgia
$1.87M +$16K +39 +0.9%
3LCM
1590
3D/L Capital Management
Connecticut
$1.85M -$437K -1,063 -19%
LC
1591
Lincoln Capital
Nebraska
$1.85M +$68.6K +167 +4%
SWA
1592
SOA Wealth Advisors
New York
$1.84M +$11.5K +28 +0.6%
SC
1593
Stephens Consulting
Michigan
$1.84M +$159K +386 +9%
AWA
1594
Archvest Wealth Advisors
California
$1.83M +$1.23K +3 +0.1%
MIIM
1595
Mesirow Institutional Investment Management
Illinois
$1.82M +$7.4K +18 +0.4%
GFA
1596
Gallagher Fiduciary Advisors
Illinois
$1.82M +$1.82M +4,413 New
MMHP
1597
Murphy Middleton Hinkle & Parker
Georgia
$1.76M
GBWM
1598
Granite Bay Wealth Management
New Hampshire
$1.76M +$1.37M +3,324 +344%
TCWM
1599
Total Clarity Wealth Management
Illinois
$1.76M +$14K +34 +0.8%
SMWM
1600
Silvia McColl Wealth Management
California
$1.76M