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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 %
RC
1776
Randolph Company
Ohio
$1.37M +$25.3K +59 +2%
FWM
1777
Fingerlakes Wealth Management
New York
$1.36M +$19.8K +46 +1%
BFWA
1778
Benchmark Financial Wealth Advisors
Florida
$1.35M +$76.9K +179 +6%
WCM
1779
Weik Capital Management
Pennsylvania
$1.35M +$12.9K +30 +1%
APW
1780
Atlantic Private Wealth
North Carolina
$1.35M -$310K -722 -19%
MRWM
1781
ML&R Wealth Management
Texas
$1.35M +$102K +237 +8%
IIM
1782
InTrack Investment Management
Vermont
$1.35M +$507K +1,180 +60%
RRA
1783
Round Rock Advisors
Connecticut
$1.35M -$2.15K -5 -0.2%
KLI
1784
Kelman-Lazarov Inc
Tennessee
$1.35M -$79.4K -185 -6%
AC
1785
AlphaCore Capital
California
$1.34M -$6.04K -14 -0.4%
HH
1786
Hilltop Holdings
Texas
$1.34M +$316K +736 +31%
MPCL
1787
My Personal CFO LLC
Washington
$1.34M
NWM
1788
Northwest Wealth Management
Iowa
$1.34M -$31.3K -73 -2%
FA
1789
Faithward Advisors
Pennsylvania
$1.34M +$134K +302 +11%
CDH
1790
Charles D. Hyman
$1.33M +$37.4K +87 +3%
BCM
1791
Brookmont Capital Management
Texas
$1.33M -$29.2K -68 -2%
BWA
1792
Blodgett Wealth Advisors
California
$1.32M +$217K +505 +20%
RBC
1793
Roble Belko & Company
Pennsylvania
$1.32M
HCA
1794
Horan Capital Advisors
Ohio
$1.32M -$889K -2,070 -40%
GD
1795
Grandfield & Dodd
New York
$1.32M
KAM
1796
KEB Asset Management
Illinois
$1.31M
DIA
1797
Dana Investment Advisors
Wisconsin
$1.31M -$11.2K -26 -0.8%
GSIAS
1798
Garden State Investment Advisory Services
New Jersey
$1.31M -$71.8K -167 -5%
MCM
1799
McRae Capital Management
New Jersey
$1.31M +$6.44K +15 +0.5%
TTWM
1800
TCV Trust & Wealth Management
Virginia
$1.31M