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iShares Core S&P 500 ETF

2,706 hedge funds and large institutions have $240B invested in iShares Core S&P 500 ETF in 2023 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 1,140 increasing their positions, 1,054 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,706
Holders Change
+44
Holders Change %
+1.65%
% of All Funds
42.67%
Holding in Top 10
879
Holding in Top 10 Change
+34
Holding in Top 10 Change %
+4.02%
% of All Funds
13.86%
New
146
Increased
1,140
Reduced
1,054
Closed
74
Calls
$460M
Puts
$181M
Net Calls
+$279M
Net Calls Change
+$143M
Name Holding Trade Value Shares
Change
Shares
Change %
SC
151
Soundwatch Capital
Connecticut
$171M +$144M +2,300,982 +542%
LW
152
Linscomb Wealth
Texas
$164M -$7.49M -16,812 -4%
EIG
153
Ellenbecker Investment Group
Wisconsin
$163M +$1.42M +3,193 +0.9%
PPFA
154
Provida Pension Fund Administrator
Chile
$162M -$30.6M -68,707 -16%
WSTAM
155
Wilbanks Smith & Thomas Asset Management
Virginia
$162M -$1.26M -2,834 -0.8%
VIA
156
Vantagepoint Investment Advisers
District of Columbia
$162M -$28.6M -64,200 -15%
CA
157
Cetera Advisors
Colorado
$158M +$4.47M +10,034 +3%
FCB
158
First Command Bank
Texas
$158M +$7.75M +17,378 +5%
FCFS
159
First Command Financial Services
Texas
$158M +$7.75M +17,378 +5%
William Blair & Company
160
William Blair & Company
Illinois
$156M -$1.05M -2,367 -0.7%
Mitsubishi UFJ Trust & Banking
161
Mitsubishi UFJ Trust & Banking
Japan
$155M +$2.38M +5,350 +2%
CFG
162
Citizens Financial Group
Rhode Island
$155M -$227K -509 -0.1%
IWC
163
Integrated Wealth Concepts
Massachusetts
$153M +$23.7M +53,222 +18%
TIA
164
Traphagen Investment Advisors
New Jersey
$153M +$2.67M +5,997 +2%
MIH
165
Meitav Investment House
Israel
$152M +$63.2M +143,138 +71%
VC
166
Vicus Capital
Pennsylvania
$152M +$7.44M +16,684 +5%
BBVA
167
Banco Bilbao Vizcaya Argentaria
Spain
$151M -$21.3M -47,695 -12%
FFA
168
Fragasso Financial Advisors
Pennsylvania
$150M -$3.49M -7,841 -2%
3AM
169
3EDGE Asset Management
Florida
$149M +$24.7M +55,506 +20%
SPIA
170
Steward Partners Investment Advisory
New York
$148M +$9.23M +20,701 +7%
Victory Capital Management
171
Victory Capital Management
Texas
$148M -$26M -58,226 -15%
FMII
172
Farmers & Merchants Investments Inc
Nebraska
$147M +$1.24M +2,775 +0.8%
SPC
173
Sigma Planning Corp
Michigan
$147M -$7.19M -16,132 -5%
AI
174
Atria Investments
North Carolina
$145M +$8.56M +19,213 +6%
AIIMS
175
Analyst IMS Investment Management Services
Israel
$144M +$9.92M +22,526 +7%