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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 %
BBVA
151
Banco Bilbao Vizcaya Argentaria
Spain
$159M -$54.6M -132,797 -26%
TFO
152
Tarbox Family Office
California
$159M +$6.68M +16,260 +4%
LW
153
Linscomb Wealth
Texas
$158M -$3.24M -7,878 -2%
MB
154
Mizuho Bank
Japan
$154M +$154M +375,000 New
WSTAM
155
Wilbanks Smith & Thomas Asset Management
Virginia
$151M -$4.03M -9,800 -3%
EIG
156
Ellenbecker Investment Group
Wisconsin
$149M +$889K +2,163 +0.6%
SEI Investments
157
SEI Investments
Pennsylvania
$147M +$144M +351,315 +5,329%
William Blair & Company
158
William Blair & Company
Illinois
$145M -$4.27M -10,394 -3%
CFG
159
Citizens Financial Group
Rhode Island
$143M -$670K -1,629 -0.5%
SPC
160
Sigma Planning Corp
Michigan
$142M +$4.65M +11,303 +3%
CA
161
Cetera Advisors
Colorado
$142M +$8.18M +19,899 +6%
FFA
162
Fragasso Financial Advisors
Pennsylvania
$141M +$3.43M +8,353 +2%
Mitsubishi UFJ Trust & Banking
163
Mitsubishi UFJ Trust & Banking
Japan
$141M +$8.11M +19,720 +6%
TIA
164
Traphagen Investment Advisors
New Jersey
$139M +$2.98M +7,239 +2%
FCB
165
First Command Bank
Texas
$139M +$10.6M +25,744 +8%
FCFS
166
First Command Financial Services
Texas
$139M +$10.6M +25,744 +8%
Lazard Asset Management
167
Lazard Asset Management
New York
$135M -$3.38M -8,232 -2%
FMII
168
Farmers & Merchants Investments Inc
Nebraska
$135M +$3.76M +9,150 +3%
VC
169
Vicus Capital
Pennsylvania
$133M +$5.11M +12,426 +4%
CIBC Private Wealth Group
170
CIBC Private Wealth Group
Georgia
$132M -$1.7M -5,766 -1%
SPIA
171
Steward Partners Investment Advisory
New York
$128M +$10.6M +25,706 +9%
AI
172
Atria Investments
North Carolina
$126M -$18.5M -45,078 -13%
QC
173
Qalhat Capital
British Virgin Islands
$125M
GFP
174
Gryphon Financial Partners
Ohio
$125M +$139K +339 +0.1%
LPT
175
Legacy Private Trust
Wisconsin
$124M -$13.7M -33,368 -10%