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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 %
ECA
1726
Elevated Capital Advisors
Utah
$1.52M -$1.01M -2,358 -40%
EF
1727
Empowered Funds
Pennsylvania
$1.52M -$560K -1,303 -27%
FGAM
1728
Financial Gravity Asset Management
Texas
$1.52M +$1.39M +499,679 +1,136%
DI
1729
Disciplined Investments
Oklahoma
$1.52M -$901K -2,098 -37%
SPA
1730
Sentinel Pension Advisors
Massachusetts
$1.52M +$113K +263 +8%
LA
1731
Lane & Associates
New Jersey
$1.51M +$154K +358 +11%
MA
1732
MKT Advisors
California
$1.51M
GLR
1733
Great Lakes Retirement
Ohio
$1.51M -$2.16K -5 -0.1%
FWM
1734
Forza Wealth Management
Florida
$1.51M
AI
1735
Axiom Investors
Connecticut
$1.5M -$644K -1,500 -30%
SVWAG
1736
Sound View Wealth Advisors Group
Georgia
$1.5M +$172K +401 +13%
HA
1737
Herold Advisors
New York
$1.49M +$159K +371 +12%
VCP
1738
Vista Capital Partners
Oregon
$1.49M -$3.87K -9 -0.3%
KFI
1739
Key Financial Inc
Pennsylvania
$1.49M +$21.9K +51 +1%
CWMGP
1740
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$1.48M +$859K +2,000 +137%
UL
1741
Unionview LLC
Washington
$1.48M +$977K +2,274 +193%
PRWA
1742
Platte River Wealth Advisors
Colorado
$1.48M +$27.5K +64 +2%
CBT
1743
Central Bank & Trust
Kentucky
$1.48M -$11.6K -27 -0.8%
CAM
1744
Clark Asset Management
New Hampshire
$1.48M +$40.4K +94 +3%
AFO
1745
Allie Family Office
Florida
$1.47M -$289K -650 -16%
GFL
1746
Granite FO LLC
New Hampshire
$1.47M
RPWA
1747
Regent Peak Wealth Advisors
Georgia
$1.46M
VCM
1748
Versant Capital Management
Arizona
$1.46M +$1.26M +2,940 +652%
SIA
1749
Schechter Investment Advisors
Michigan
$1.45M +$295K +687 +25%
TF
1750
Tompkins Financial
New York
$1.45M +$9.02K +21 +0.6%