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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 %
VT
1701
Vise Technologies
New York
$1.59M +$886K +2,062 +125%
CPSC
1702
Carl P. Sherr & Co
Massachusetts
$1.59M -$11.2K -26 -0.7%
JWM
1703
JGP Wealth Management
Oregon
$1.58M +$44.7K +104 +3%
NFP
1704
Narus Financial Partners
Utah
$1.58M
IFWM
1705
Institute for Wealth Management
Colorado
$1.58M
PMA
1706
Prudent Man Advisors
Illinois
$1.58M
EGWAG
1707
Elwood & Goetz Wealth Advisory Group
Georgia
$1.57M +$60.6K +141 +4%
DJSG
1708
D.J. St. Germain
Massachusetts
$1.57M +$157K +366 +11%
DFG
1709
Delta Financial Group
New Jersey
$1.57M +$1.57M +3,658 New
PIA
1710
Panoramic Investment Advisors
Colorado
$1.57M +$1.57M +3,646 New
First Manhattan
1711
First Manhattan
New York
$1.56M +$148K +345 +10%
PWA
1712
PCG Wealth Advisors
Kansas
$1.56M -$4.29K -10 -0.3%
HBCM
1713
Heron Bay Capital Management
Michigan
$1.56M
ICM
1714
Islay Capital Management
Texas
$1.56M +$201K +467 +15%
FTC
1715
Farmers Trust Company
Ohio
$1.55M +$44.7K +104 +3%
WAM
1716
Weatherly Asset Management
California
$1.55M
LOPW
1717
Live Oak Private Wealth
North Carolina
$1.55M +$26.6K +62 +2%
SMA
1718
Sage Mountain Advisors
Georgia
$1.55M -$5.15K -12 -0.3%
CPA
1719
Court Place Advisors
Maryland
$1.55M +$1.22M +2,844 +375%
AFAS
1720
Acorn Financial Advisory Services
Virginia
$1.54M +$281K +655 +22%
SCM
1721
Sebold Capital Management
Illinois
$1.54M -$117K -273 -7%
FAM
1722
Formidable Asset Management
Ohio
$1.54M -$93.2K -217 -6%
DP
1723
Denver PWM
Colorado
$1.54M -$66.7K -156 -4%
LWCFA
1724
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.54M
PL
1725
Plancorp LLC
Missouri
$1.54M