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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 %
SI
1901
Saxon Interests
Texas
$951K
WW
1902
Waterfront Wealth
Kansas
$943K +$319K +775 +51%
HGERS
1903
Householder Group Estate & Retirement Specialist
Arizona
$942K +$942K +2,291 New
BI
1904
Ballast Inc
Kentucky
$941K +$411 +1 +0%
AAP
1905
Arax Advisory Partners
Colorado
$941K +$2.06K +5 +0.2%
APP
1906
Avantax Planning Partners
Iowa
$941K +$16.9K +41 +2%
MIG
1907
McGuire Investment Group
Rhode Island
$935K +$3.29K +8 +0.4%
GB
1908
Goepper Burkhardt
South Carolina
$934K
EA
1909
Eudaimonia Advisors
Tennessee
$933K -$107K -261 -10%
SC
1910
Slow Capital
California
$933K -$199K -484 -18%
HFS
1911
Heritage Financial Services
Massachusetts
$928K -$446K -1,084 -32%
PCH
1912
PGIM Custom Harvest
New Jersey
$923K +$402K +978 +77%
I2I
1913
Insight 2811 Inc
Illinois
$920K -$17.7K -43 -2%
SWM
1914
SeaCrest Wealth Management
New York
$919K +$15.2K +37 +2%
PWP
1915
Perfromance Wealth Partners
Illinois
$918K -$84.3K -205 -8%
CAL
1916
Capital Advisors Ltd
Ohio
$916K
PWG
1917
Private Wealth Group
Florida
$913K -$726K -1,766 -44%
B
1918
Bellecapital
Switzerland
$912K -$59.6K -145 -6%
CCM
1919
Carlson Capital Management
Minnesota
$910K
FFA
1920
Founders Financial Alliance
North Carolina
$902K -$428K -1,045 -32%
HIP
1921
HUB Investment Partners
Texas
$902K -$292K -711 -24%
AW
1922
Alaethes Wealth
Nevada
$901K +$467K +1,137 +108%
MCM
1923
Mendel Capital Management
Arkansas
$895K +$895K +2,178 New
EBSAM
1924
Eubel Brady & Suttman Asset Management
Ohio
$895K -$5.1M -12,412 -85%
MCM
1925
Maple Capital Management
Vermont
$894K -$2.22M -5,403 -71%