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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 %
PCMF
1651
Private Capital Management (Florida)
Florida
$1.55M -$9.46K -23 -0.6%
TA
1652
TrueWealth Advisors
Alabama
$1.54M -$106K -258 -6%
CBT
1653
Central Bank & Trust
Kentucky
$1.54M -$706K -1,717 -31%
MPI
1654
Mairs & Power Inc
Minnesota
$1.54M
MI
1655
Moneywise Inc
Virginia
$1.54M +$192K +466 +14%
DP
1656
Denver PWM
Colorado
$1.54M -$21.1K -51 -1%
MFS
1657
Madrona Financial Services
Washington
$1.54M +$1.3M +3,173 +560%
LWCFA
1658
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.54M +$3.7K +9 +0.2%
FTWA
1659
Fifth Third Wealth Advisors
Ohio
$1.53M +$1.53M +3,731 New
WLPWM
1660
Walled Lake Planning & Wealth Management
Illinois
$1.53M +$91.3K +222 +6%
P
1661
Pitcairn
Pennsylvania
$1.53M +$1.53M +3,714 New
BIG
1662
Builder Investment Group
Georgia
$1.53M -$247K -600 -14%
SVWAG
1663
Sound View Wealth Advisors Group
Georgia
$1.53M +$91.3K +222 +6%
LFG
1664
Larson Financial Group
Missouri
$1.52M +$78.5K +191 +5%
IWA
1665
Intercontinental Wealth Advisors
Texas
$1.51M +$380K +925 +34%
PMA
1666
Prudent Man Advisors
Illinois
$1.51M -$476K -1,158 -24%
IFWM
1667
Institute for Wealth Management
Colorado
$1.51M -$25.5K -62 -2%
AFG
1668
ABLE Financial Group
Arizona
$1.51M +$1.51M +3,664 New
NFP
1669
Narus Financial Partners
Utah
$1.5M +$16.9K +41 +1%
SA
1670
Shilanski & Associates
Alaska
$1.5M +$37.3K +91 +3%
FAM
1671
Formidable Asset Management
Ohio
$1.49M
JWM
1672
JGP Wealth Management
Oregon
$1.49M
CT
1673
Columbia Trust
Oregon
$1.48M +$56.7K +138 +4%
W
1674
Wealthquest
Ohio
$1.48M -$74K -180 -5%
GIA
1675
Gateway Investment Advisers
Ohio
$1.48M