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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 %
Toronto Dominion Bank
1801
Toronto Dominion Bank
Ontario, Canada
$1.13M
SAM
1802
Stone Asset Management
Texas
$1.13M -$603K -1,467 -35%
BFA
1803
Brown Financial Advisory
Alabama
$1.12M +$29.2K +71 +3%
DFG
1804
Delta Financial Group
New Jersey
$1.12M +$16K +39 +1%
SIA
1805
Schechter Investment Advisors
Michigan
$1.11M -$60.8K -148 -5%
LAM
1806
Lakewood Asset Management
Illinois
$1.11M -$20.6K -50 -2%
FDCC
1807
Foster Dykema Cabot & Co
Massachusetts
$1.11M
FAM
1808
Forte Asset Management
New York
$1.11M -$3.94M -9,580 -78%
SIMG
1809
Sonora Investment Management Group
Arizona
$1.11M -$29.6K -72 -3%
ACP
1810
Arcus Capital Partners
Georgia
$1.11M +$4.52K +11 +0.4%
GC
1811
Gratus Capital
Georgia
$1.1M -$270K -656 -20%
BBA
1812
Braun-Bostich & Associates
Pennsylvania
$1.1M -$17.7K -43 -2%
SWM
1813
Seaside Wealth Management
California
$1.1M
DACG
1814
Donor Advised Charitable Giving
California
$1.1M +$279K +678 +34%
MMG
1815
Monetary Management Group
Missouri
$1.1M -$10.3K -25 -0.9%
PCMC
1816
Private Capital Management (Colorado)
Colorado
$1.1M -$46.9K -114 -4%
HA
1817
HFG Advisors
Ohio
$1.09M
PP
1818
Prosperity Planning
Missouri
$1.09M -$74.8K -182 -6%
ACA
1819
Aptus Capital Advisors
Alabama
$1.09M -$286K -696 -21%
CPWA
1820
Cerro Pacific Wealth Advisors
California
$1.09M -$1.09M -2,650 -50%
FMTC
1821
Farmers & Merchants Trust Company
California
$1.09M -$4.93K -12 -0.5%
JPG
1822
Jordan Park Group
California
$1.09M -$300K -729 -22%
BFWA
1823
Benchmark Financial Wealth Advisors
Florida
$1.09M +$103K +250 +10%
1WA
1824
180 Wealth Advisors
Washington
$1.09M +$93.3K +227 +9%
EM
1825
Excalibur Management
Massachusetts
$1.08M