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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 %
GCIM
1626
Gunn & Company Investment Management
Florida
$1.96M +$1.96M +4,564 New
APW
1627
Austin Private Wealth
Texas
$1.95M -$181K -421 -8%
EIA
1628
Edgemoor Investment Advisors
Maryland
$1.95M +$1.43M +3,335 +279%
Vontobel Holding
1629
Vontobel Holding
Switzerland
$1.94M +$1.08M +2,519 +125%
KSWA
1630
Kathleen S. Wright Associates
Pennsylvania
$1.94M +$859 +2 +0%
TRCT
1631
Tower Research Capital (TRC)
New York
$1.91M -$27.8M -64,719 -94%
MIIM
1632
Mesirow Institutional Investment Management
Illinois
$1.91M +$6.01K +14 +0.3%
OCG
1633
Opus Capital Group
Ohio
$1.89M -$24.1K -56 -1%
CSC
1634
Caldwell Sutter Capital
California
$1.88M +$36.5K +85 +2%
WCAMG
1635
Woodard & Company Asset Management Group
North Carolina
$1.88M +$121K +281 +7%
GJIA
1636
Glass Jacobson Investment Advisors
Maryland
$1.86M -$70.9K -165 -4%
PWW
1637
Pettyjohn Wood & White
Virginia
$1.86M +$176K +410 +10%
KBFS
1638
Kohmann Bosshard Financial Services
Ohio
$1.86M -$33.5K -78 -2%
TA
1639
TrueWealth Advisors
Alabama
$1.86M +$234K +545 +14%
CAS
1640
Coppell Advisory Solutions
Texas
$1.84M -$828K -2,155 -31%
KAM
1641
Knightsbridge Asset Management
California
$1.84M
MWM
1642
MinichMacGregor Wealth Management
New York
$1.84M -$10.7K -25 -0.6%
SMWM
1643
Silvia McColl Wealth Management
California
$1.84M
FM
1644
Family Management
New York
$1.83M -$68.3K -159 -4%
CT
1645
Columbia Trust
Oregon
$1.82M +$73.9K +172 +4%
BCMLT
1646
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.81M
BMO
1647
Beck Mack & Oliver
New York
$1.81M
FPCG
1648
Fort Pitt Capital Group
Pennsylvania
$1.81M +$103K +241 +6%
RBFC
1649
Roman Butler Fullerton & Co
Missouri
$1.81M +$9.1K +21 +0.5%
WLPWM
1650
Walled Lake Planning & Wealth Management
Illinois
$1.8M +$53.7K +125 +3%