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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 %
AIP
1751
ARS Investment Partners
New York
$1.45M
TCOT
1752
Trust Company of Toledo
Ohio
$1.45M
IWM
1753
Iams Wealth Management
Nebraska
$1.45M +$1.45M +3,370 New
PTC
1754
Philadelphia Trust Company
Pennsylvania
$1.45M
MI
1755
Moneywise Inc
Virginia
$1.45M +$24.5K +57 +2%
IWA
1756
Inspirion Wealth Advisors
Illinois
$1.44M -$2.58K -6 -0.2%
ZIG
1757
Zullo Investment Group
Pennsylvania
$1.43M -$17.2K -40 -1%
ACP
1758
Aviance Capital Partners
Florida
$1.43M -$83.8K -195 -6%
GWM
1759
Greenwich Wealth Management
Connecticut
$1.43M -$324K -755 -18%
PP
1760
Patron Partners
Texas
$1.42M +$93.6K +218 +7%
KCM
1761
Kornitzer Capital Management
Kansas
$1.42M
OWA
1762
Octavia Wealth Advisors
Ohio
$1.41M +$317K +734 +29%
MSWM
1763
McGlone Suttner Wealth Management
Wisconsin
$1.41M -$91.9K -214 -6%
MA
1764
MONECO Advisors
Connecticut
$1.4M +$308K +717 +28%
EFL
1765
ERn Financial LLC
Wisconsin
$1.4M +$63.1K +147 +5%
CFS
1766
Cannon Financial Strategists
Georgia
$1.4M -$84.2K -196 -6%
LFA
1767
LGT Financial Advisors
Texas
$1.4M +$342K +797 +32%
PSC
1768
Prentiss Smith & Co
Vermont
$1.4M +$393K +915 +39%
C1AG
1769
Client 1st Advisory Group
Florida
$1.39M -$118K -274 -8%
FCM
1770
Firestone Capital Management
Florida
$1.39M +$347K +808 +33%
EWM
1771
Executive Wealth Management
Michigan
$1.38M +$18.5K +43 +1%
AWA
1772
ARQ Wealth Advisors
Arizona
$1.38M -$56.2K -131 -4%
FSC
1773
Full Sail Capital
Oklahoma
$1.37M +$12.9K +30 +0.9%
Walleye Trading
1774
Walleye Trading
New York
$1.37M +$1.37M +3,196 New
RIM
1775
Rockbridge Investment Management
New York
$1.37M +$85.5K +199 +7%