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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 %
TCM
1576
Tufton Capital Management
Maryland
$2.18M -$33.9K -79 -2%
MWC
1577
MBM Wealth Consultants
Missouri
$2.18M -$13.9K -32 -0.6%
CIS
1578
Continental Investors Services
Washington
$2.16M -$2.26M -5,259 -51%
NWMG
1579
National Wealth Management Group
Ohio
$2.16M +$18K +42 +0.8%
CCM
1580
Cohen Capital Management
California
$2.15M -$432K -1,006 -17%
WAOTB
1581
Wealth Advisors of Tampa Bay
Florida
$2.15M +$1.08M +2,504 +100%
CCA
1582
Clearwater Capital Advisors
Illinois
$2.15M -$549K -1,279 -20%
VC
1583
Veracity Capital
Georgia
$2.15M +$24K +56 +1%
COI
1584
Connable Office Inc
Michigan
$2.15M +$38.6K +90 +2%
MCI
1585
MRP Capital Investments
Georgia
$2.15M -$2.31M -5,390 -52%
YLHM
1586
Yelin Lapidot Holdings Management
Israel
$2.14M +$2.14M +4,965 New
BFO
1587
Biltmore Family Office
North Carolina
$2.14M
AF
1588
Alerus Financial
North Dakota
$2.14M +$69.1K +161 +3%
CFB
1589
Cullen/Frost Bankers
Texas
$2.12M -$122K -285 -5%
OC
1590
Oakworth Capital
Alabama
$2.12M -$28.3K -66 -1%
AC
1591
AWM Capital
Arizona
$2.1M
FGA
1592
Fortis Group Advisors
New Jersey
$2.1M +$69.1K +168 +3%
GSIS
1593
Global Strategic Investment Solutions
Arizona
$2.09M
CFO
1594
Colony Family Offices
North Carolina
$2.09M +$9.49K +22 +0.5%
AB
1595
Atlas Brown
Kentucky
$2.08M +$52.4K +122 +3%
AWA
1596
Archvest Wealth Advisors
California
$2.08M +$37.4K +87 +2%
CCA
1597
Cobblestone Capital Advisors
New York
$2.07M -$109K -254 -5%
WAM
1598
WNY Asset Management
New York
$2.07M +$185K +431 +10%
WI
1599
Wedgewood Investors
Pennsylvania
$2.07M -$129K -300 -6%
PWM
1600
Paulson Wealth Management
Illinois
$2.06M +$12K +28 +0.6%