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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 %
PP
1626
Pacifica Partners
Canada
$1.65M -$2.46K -6 -0.1%
VIA
1627
Vident Investment Advisory
Georgia
$1.64M +$173K +422 +12%
PWA
1628
PCG Wealth Advisors
Kansas
$1.64M -$62.1K -151 -4%
WFA
1629
Wells Financial Advisors
Massachusetts
$1.64M -$29.6K -72 -2%
HIMCH
1630
Hartford Investment Management Co (HIMCO)
Connecticut
$1.63M -$3.5M -8,502 -68%
MIM
1631
Montgomery Investment Management
Maryland
$1.62M
NAM
1632
NTV Asset Management
West Virginia
$1.62M -$20.1K -49 -1%
PWW
1633
Pettyjohn Wood & White
Virginia
$1.61M +$99.5K +242 +7%
LOPW
1634
Live Oak Private Wealth
North Carolina
$1.61M -$42.8K -104 -3%
AFA
1635
American Financial Advisors
Georgia
$1.61M +$2.47K +6 +0.2%
WWM
1636
WJ Wealth Management
Arizona
$1.6M -$2.07M -5,032 -56%
BHBT
1637
Burke & Herbert Bank & Trust
Virginia
$1.6M +$25.5K +62 +2%
WRPWM
1638
Werba Rubin Papier Wealth Management
California
$1.6M +$41.9K +102 +3%
BCMLT
1639
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.59M +$3.7K +9 +0.2%
MFA
1640
McClarren Financial Advisors
Pennsylvania
$1.59M -$413K -1,012 -21%
JCM
1641
J2 Capital Management
Michigan
$1.58M +$672K +1,634 +74%
TC
1642
Truvestments Capital
Florida
$1.58M -$299K -728 -16%
WHCI
1643
W.H. Cornerstone Investments
Massachusetts
$1.57M +$6.17K +15 +0.4%
SB
1644
Sunflower Bank
Texas
$1.57M -$36.2K -88 -2%
LNWWM
1645
Laird Norton Wetherby Wealth Management
California
$1.57M -$12.7K -31 -0.8%
HL
1646
HeadInvest LLC
Maine
$1.57M -$84.7K -206 -5%
B
1647
Bridgeworth
Alabama
$1.57M +$5.34K +13 +0.3%
GLR
1648
Great Lakes Retirement
Ohio
$1.56M +$1.56M +3,793 New
WCWM
1649
Willow Creek Wealth Management
California
$1.55M -$66.6K -162 -4%
First Manhattan
1650
First Manhattan
New York
$1.55M -$221K -537 -12%