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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 %
BOPW
1826
Brandywine Oak Private Wealth
Pennsylvania
$1.27M -$18K -42 -1%
PA
1827
Parkside Advisors
California
$1.26M -$85.9K -199 -6%
ACM
1828
Advance Capital Management
Michigan
$1.26M +$287K +668 +29%
AGA
1829
Accuvest Global Advisors
Utah
$1.26M -$18.3M -42,712 -94%
AIA
1830
Arbor Investment Advisors
North Carolina
$1.26M -$5.15K -12 -0.4%
MIA
1831
MMBG Investment Advisors
Florida
$1.26M
SWMP
1832
Signature Wealth Management Partners
New Jersey
$1.25M -$83.7K -195 -6%
W
1833
Wealthquest
Ohio
$1.25M -$265K -618 -18%
BFP
1834
Briaud Financial Planning
Texas
$1.25M
1WA
1835
180 Wealth Advisors
Washington
$1.24M +$111K +259 +10%
HFS
1836
HBC Financial Services
Washington
$1.24M -$19.3K -45 -2%
DLCIG
1837
D.L. Carlson Investment Group
New Hampshire
$1.24M -$23.2K -54 -2%
STB
1838
S&T Bank
Pennsylvania
$1.24M
EIM
1839
Ervin Investment Management
Washington
$1.24M -$19.3K -45 -2%
BA
1840
Ballast Advisors
Minnesota
$1.24M -$226K -527 -15%
APWA
1841
Atlas Private Wealth Advisors
New Jersey
$1.23M -$69.1K -161 -5%
H
1842
HoyleCohen
California
$1.23M +$381K +888 +45%
DP
1843
DDD Partners
Washington
$1.23M -$147K -338 -11%
KAM
1844
Karani Asset Management
New York
$1.22M +$1.22M +2,852 New
CCA
1845
Cora Capital Advisors
New Jersey
$1.22M -$27.5K -64 -2%
GC
1846
Gratus Capital
Georgia
$1.22M +$78.6K +183 +7%
MCM
1847
Mengis Capital Management
Oregon
$1.21M
CGL
1848
Clarius Group LLC
Washington
$1.21M
PG
1849
Prostatis Group
Maryland
$1.21M -$470M -1,095,554 -100%
SIMG
1850
Sonora Investment Management Group
Arizona
$1.21M +$100K +233 +9%