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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 %
MFA
1801
McClarren Financial Advisors
Pennsylvania
$1.3M -$58.2K -136 -4%
SC
1802
Stephens Consulting
Michigan
$1.3M -$112K -261 -8%
TFA
1803
Teamwork Financial Advisors
Texas
$1.3M +$8.16K +19 +0.6%
ITIM
1804
Indiana Trust & Investment Management
Indiana
$1.3M +$1.3M +3,026 New
EWA
1805
Etesian Wealth Advisors
Oregon
$1.3M -$1.29K -3 -0.1%
SCA
1806
Scott Capital Advisors
Oregon
$1.3M +$5.26K +12 +0.4%
BWA
1807
Bordeaux Wealth Advisors
California
$1.29M
SFP
1808
Sweet Financial Partners
Minnesota
$1.29M
FAM
1809
Family Asset Management
South Carolina
$1.29M -$429 -1 -0%
RB
1810
Renasant Bank
Mississippi
$1.29M -$119K -278 -8%
VLC
1811
Van Leeuwen & Company
New Jersey
$1.29M -$30.1K -70 -2%
DACG
1812
Donor Advised Charitable Giving
California
$1.29M -$98.8K -230 -7%
OA
1813
Operose Advisors
Wisconsin
$1.29M +$724K +1,687 +128%
RIM
1814
RW Investment Management
Idaho
$1.29M
BC
1815
Burney Company
Virginia
$1.28M -$91.9K -214 -7%
CAI
1816
Capital Advisors Inc
Oklahoma
$1.28M +$341K +793 +36%
RA
1817
Riversedge Advisors
Delaware
$1.28M -$2.43M -5,652 -65%
WT
1818
Washington Trust
Rhode Island
$1.28M
ACA
1819
Aptus Capital Advisors
Alabama
$1.28M +$250K +583 +24%
HWA
1820
HHM Wealth Advisors
Tennessee
$1.28M -$315K -734 -20%
RA
1821
Rodgers & Associates
Pennsylvania
$1.28M -$276K -643 -18%
CCA
1822
Cadent Capital Advisors
Oklahoma
$1.27M +$3.87K +9 +0.3%
PP
1823
Prosperity Planning
Missouri
$1.27M +$116K +269 +10%
FMC
1824
First Merchants Corp
Indiana
$1.27M
JCM
1825
J2 Capital Management
Michigan
$1.27M -$94.9K -221 -7%