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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 %
Wealthfront Advisers
1901
Wealthfront Advisers
California
$1.1M -$134K -313 -11%
AAP
1902
Arax Advisory Partners
Colorado
$1.1M +$15.9K +37 +1%
GHA
1903
GW Henssler & Associates
Georgia
$1.1M -$30.1K -70 -3%
DSN
1904
D. Scott Neal
Kentucky
$1.1M +$289K +670 +36%
KBC
1905
Key Bridge Compliance
$1.09M +$1.09M +2,549 New
WAS
1906
Wealth Advisory Solutions
Indiana
$1.09M +$1.09M +2,549 New
WTA
1907
Washington Trust Advisors
Massachusetts
$1.09M +$210K +488 +24%
EM
1908
Excalibur Management
Massachusetts
$1.09M -$23.6K -55 -2%
BOM
1909
Bank of Marin
California
$1.08M -$234K -544 -18%
FVCM
1910
F&V Capital Management
Florida
$1.08M
GA
1911
Greenspring Advisors
Maryland
$1.08M
NOI
1912
Newton One Investments
Delaware
$1.08M
MGI
1913
MayTech Global Investments
New York
$1.08M -$137K -319 -11%
JWWM
1914
Johnson & White Wealth Management
Pennsylvania
$1.07M +$1.07M +2,493 New
PCMC
1915
Private Capital Management (Colorado)
Colorado
$1.07M -$94.9K -221 -8%
TFGT
1916
TS Financial Group (TSFG)
Illinois
$1.07M -$2.15K -5 -0.2%
GA
1917
Goldstein Advisors
Wisconsin
$1.06M +$1.29K +3 +0.1%
OHIS
1918
Oak Harvest Investment Services
Texas
$1.06M +$431K +1,003 +69%
EFG
1919
Everhart Financial Group
Ohio
$1.06M +$30.5K +71 +3%
AAM
1920
Austin Asset Management
Texas
$1.05M +$155K +361 +17%
BMC
1921
Benin Management Corp
Connecticut
$1.05M +$3.01K +7 +0.3%
GC
1922
Garde Capital
Washington
$1.05M +$693K +1,612 +195%
AFG
1923
Allegheny Financial Group
Pennsylvania
$1.05M +$468K +1,091 +81%
CWM
1924
ClientFirst Wealth Management
Arkansas
$1.05M
HGERS
1925
Householder Group Estate & Retirement Specialist
Arizona
$1.05M +$1.05M +2,436 New