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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 %
CW
1926
Channel Wealth
California
$891K +$891K +2,167 New
FWM
1927
Focused Wealth Management
New York
$889K +$2.06K +5 +0.2%
CFCI
1928
Comprehensive Financial Consultants Institutional
Indiana
$883K
AWM
1929
Affinity Wealth Management
Delaware
$880K -$14.8K -36 -2%
HC
1930
Hamilton Capital
Ohio
$876K +$822 +2 +0.1%
CWM
1931
Cabot Wealth Management
Massachusetts
$876K -$43.1K -105 -5%
PCM
1932
Palisade Capital Management
New Jersey
$875K +$66.6K +162 +8%
ODG
1933
O'Dell Group
Ohio
$874K
TAM
1934
Tocqueville Asset Management
New York
$872K +$44K +107 +5%
RAM
1935
Redmond Asset Management
Virginia
$865K -$23K -56 -3%
PWM
1936
Prosperity Wealth Management
California
$865K +$82.6K +201 +11%
ICM
1937
Islay Capital Management
Texas
$865K -$237K -576 -21%
HIP
1938
Harrell Investment Partners
Texas
$865K -$143K -348 -14%
FWM
1939
FMB Wealth Management
California
$865K +$865K +2,103 New
CA
1940
Cortland Associates
Missouri
$864K -$38.2K -93 -4%
LC
1941
LCNB Corp
Ohio
$863K -$411 -1 -0%
YC
1942
Yarbrough Capital
Tennessee
$862K
AAM
1943
Austin Asset Management
Texas
$860K +$411 +1 +0%
JE
1944
JMAC Enterprises
Pennsylvania
$859K +$822 +2 +0.1%
SAA
1945
Southeast Asset Advisors
Georgia
$854K
VIM
1946
Vista Investment Management
Pennsylvania
$850K +$25.9K +63 +3%
KWM
1947
Kaydan Wealth Management
Michigan
$847K +$17.7K +43 +2%
RWA
1948
Roberts Wealth Advisors
California
$846K
XS
1949
XR Securities
Illinois
$846K -$751K -1,828 -47%
WTA
1950
Washington Trust Advisors
Massachusetts
$846K