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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 %
CNB
1876
Camden National Bank
Maine
$1.14M -$196K -456 -15%
AO
1877
Advisor OS
Illinois
$1.14M +$9.02K +21 +0.8%
TL
1878
Tradewinds LLC
North Carolina
$1.14M -$33.9K -79 -3%
JMFC
1879
J.M. Forbes & Co
Massachusetts
$1.14M
SWM
1880
Sugarloaf Wealth Management
Georgia
$1.14M
KLCM
1881
KG&L Capital Management
Louisiana
$1.14M -$32.2K -75 -3%
CWM
1882
Collaborative Wealth Management
Florida
$1.13M +$21K +49 +2%
ACS
1883
Archford Capital Strategies
Illinois
$1.13M +$110K +255 +11%
BTW
1884
Boston Trust Walden
Massachusetts
$1.13M
TCBWMS
1885
Texas Capital Bank Wealth Management Services
Texas
$1.13M -$210K -490 -16%
MMG
1886
Monetary Management Group
Missouri
$1.13M
HIP
1887
Harrell Investment Partners
Texas
$1.12M -$24.9K -58 -2%
EHC
1888
Everett Harris & Co
California
$1.12M -$12.9K -30 -1%
LAM
1889
Lakewood Asset Management
Illinois
$1.12M -$43.8K -102 -4%
RP
1890
Riverbridge Partners
Minnesota
$1.11M +$180K +418 +19%
SWM
1891
Soundmark Wealth Management
Washington
$1.11M -$1.72K -4 -0.2%
SCP
1892
Sandhill Capital Partners
New York
$1.11M +$51.5K +120 +5%
LCC
1893
Lincoln Capital Corp
Rhode Island
$1.1M -$78.2K -182 -7%
GIA
1894
Gateway Investment Advisers
Ohio
$1.1M -$2.15K -5 -0.2%
BO
1895
Bank OZK
Arkansas
$1.1M -$29.6K -69 -3%
PL
1896
Parthenon LLC
Kentucky
$1.1M
BFC
1897
Blue Fin Capital
Rhode Island
$1.1M +$53.7K +125 +5%
PCH
1898
PGIM Custom Harvest
New Jersey
$1.1M +$127K +296 +13%
VF
1899
Vista Finance
Missouri
$1.1M
BFA
1900
Brown Financial Advisory
Alabama
$1.1M -$22.8K -53 -2%