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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 %
PWM
1601
PBMares Wealth Management
Virginia
$2.05M +$74.3K +173 +4%
TAM
1602
Titleist Asset Management
Texas
$2.05M -$19.3K -45 -0.9%
CB
1603
Centennial Bank
Arkansas
$2.04M -$25.8K -60 -1%
GS
1604
GTS Securities
New York
$2.04M -$2.76M -6,421 -58%
KCPG
1605
Kavar Capital Partners Group
Kansas
$2.04M +$1.23M +2,858 +152%
PTP
1606
Platform Technology Partners
New York
$2.01M +$193K +450 +11%
HFS
1607
Howard Financial Services
Texas
$2.01M +$2.01M +4,684 New
TWM
1608
Tolleson Wealth Management
Texas
$2.01M
SA
1609
SRH Advisors
Kansas
$2.01M
LWANC
1610
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.01M +$33.1K +77 +2%
RMC
1611
Resources Management Corp
Connecticut
$2M -$39.5K -92 -2%
SAS
1612
Stelac Advisory Services
New York
$2M
TCWM
1613
Total Clarity Wealth Management
Illinois
$2M +$146K +339 +8%
CA
1614
CapWealth Advisors
Tennessee
$2M -$413K -962 -17%
ACA
1615
Ackerman Capital Advisors
Texas
$2M
SRC
1616
Sage Rhino Capital
California
$2M
GIA
1617
GHP Investment Advisors
Colorado
$1.99M -$21.2K -49 -1%
PMG
1618
ProVise Management Group
Florida
$1.99M +$814K +1,896 +69%
SWA
1619
SOA Wealth Advisors
New York
$1.99M
LC
1620
Lincoln Capital
Nebraska
$1.99M
AWM
1621
Aprio Wealth Management
Georgia
$1.99M -$305K -711 -13%
FWA
1622
FSM Wealth Advisors
Ohio
$1.98M -$58.4K -136 -3%
OWP
1623
Obermeyer Wealth Partners
Colorado
$1.97M +$57.5K +134 +3%
ACI
1624
Alpha Cubed Investments
California
$1.97M -$899K -2,094 -31%
MFG
1625
MidWestOne Financial Group
Iowa
$1.96M -$245K -570 -11%