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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 %
GP
1676
Girard Partners
Pennsylvania
$1.68M -$571K -1,330 -25%
BHBT
1677
Burke & Herbert Bank & Trust
Virginia
$1.68M
CFD
1678
Creative Financial Designs
Indiana
$1.67M +$224K +521 +15%
WSWA
1679
Warren Street Wealth Advisors
California
$1.66M -$86.3K -201 -5%
SG Americas Securities
1680
SG Americas Securities
New York
$1.66M -$8.88M -20,665 -84%
ASFA
1681
All Season Financial Advisors
Colorado
$1.66M -$14.6K -34 -0.9%
IB
1682
Intrust Bank
Kansas
$1.66M -$411K -958 -20%
SPIO
1683
Seven Post Investment Office
California
$1.66M
FNC
1684
First National Corp
Massachusetts
$1.65M +$108K +252 +7%
AWM
1685
Accel Wealth Management
Iowa
$1.65M
LFG
1686
Larson Financial Group
Missouri
$1.65M +$203K +473 +14%
WHCI
1687
W.H. Cornerstone Investments
Massachusetts
$1.64M -$2.15K -5 -0.1%
LNWWM
1688
Laird Norton Wetherby Wealth Management
California
$1.64M +$12K +28 +0.7%
HL
1689
HeadInvest LLC
Maine
$1.64M
SB
1690
Sunflower Bank
Texas
$1.63M -$15.5K -36 -0.9%
WRPWM
1691
Werba Rubin Papier Wealth Management
California
$1.63M -$51.8K -120 -3%
VA
1692
Vident Advisory
Georgia
$1.63M +$1.63M +3,790 New
CB
1693
CNB Bank
Pennsylvania
$1.62M +$256K +595 +19%
CAMG
1694
CWA Asset Management Group
Florida
$1.62M +$636K +1,482 +65%
GFA
1695
Gallagher Fiduciary Advisors
Illinois
$1.61M -$167K -390 -9%
NAM
1696
NTV Asset Management
West Virginia
$1.6M -$59.3K -138 -4%
TC
1697
Truvestments Capital
Florida
$1.6M -$12.9K -30 -0.8%
P
1698
Pitcairn
Pennsylvania
$1.59M
BIG
1699
Builder Investment Group
Georgia
$1.59M
WCWM
1700
Willow Creek Wealth Management
California
$1.59M -$8.59K -20 -0.5%