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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 %
EWA
1651
Encompass Wealth Advisors
Oregon
$1.78M -$297K -691 -14%
AFA
1652
American Financial Advisors
Georgia
$1.78M +$76.9K +179 +5%
PFM
1653
Peak Financial Management
Massachusetts
$1.77M
CTC
1654
Corundum Trust Company
South Dakota
$1.77M -$531K -1,233 -23%
IAA
1655
Ironsides Asset Advisors
North Carolina
$1.76M
RPGK
1656
Retirement Planning Group (Kansas)
Kansas
$1.75M +$6.87K +16 +0.4%
PCMF
1657
Private Capital Management (Florida)
Florida
$1.74M +$5.58K +13 +0.3%
WFA
1658
Wells Financial Advisors
Massachusetts
$1.74M +$7.3K +17 +0.4%
SAM
1659
Summit Asset Management
Tennessee
$1.74M +$45.9K +107 +3%
HWM
1660
Hohimer Wealth Management
Washington
$1.74M -$541K -1,259 -24%
LFG
1661
Lazard Frères Gestion
France
$1.74M +$1.74M +4,038 New
PP
1662
Patten & Patten
Tennessee
$1.72M -$12.9K -30 -0.7%
GCM
1663
Gallacher Capital Management
Colorado
$1.72M +$10.3K +24 +0.6%
WCA
1664
Waypoint Capital Advisors
Minnesota
$1.72M +$1.1M +2,567 +179%
NRC
1665
New Republic Capital
North Carolina
$1.72M -$675K -1,564 -28%
MMHP
1666
Murphy Middleton Hinkle & Parker
Georgia
$1.71M -$6.01K -14 -0.3%
AWS
1667
Aspen Wealth Strategies
Colorado
$1.71M +$1.71M +3,987 New
LC
1668
LTG Capital
Massachusetts
$1.71M -$33.1K -77 -2%
B
1669
Bridgeworth
Alabama
$1.71M +$77.7K +181 +5%
FDCC
1670
Foster Dykema Cabot & Co
Massachusetts
$1.7M +$546K +1,270 +47%
MIM
1671
Montgomery Investment Management
Maryland
$1.7M
BPFA
1672
Barnes Pettey Financial Advisors
Mississippi
$1.69M +$50.7K +118 +3%
PP
1673
Pacifica Partners
Canada
$1.69M +$409K +959 +32%
QCM
1674
QRG Capital Management
Illinois
$1.69M +$1.69M +3,935 New
MOACM
1675
Mutual of America Capital Management
New York
$1.69M -$304K -707 -15%