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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 %
NC
1926
NewSquare Capital
Pennsylvania
$1.04M +$770K +1,794 +284%
SPWM
1927
Schrum Private Wealth Management
Florida
$1.04M -$23.6K -55 -2%
IPW
1928
Intergy Private Wealth
Colorado
$1.04M -$894K -2,082 -46%
RW
1929
REDW Wealth
New Mexico
$1.04M
RFG
1930
Range Financial Group
Oregon
$1.04M +$30.9K +72 +3%
AIM
1931
Athena Investment Management
California
$1.03M -$10.3K -24 -1%
OIS
1932
Okabena Investment Services
Minnesota
$1.03M
MA
1933
MJP Associates
Connecticut
$1.03M
VF
1934
VitalStone Financial
Texas
$1.03M +$1.01M +2,286 +6,016%
HWP
1935
Highline Wealth Partners
California
$1.02M +$310K +721 +43%
FPWM
1936
FSB Premier Wealth Management
Iowa
$1.02M -$6.44K -15 -0.6%
FMTC
1937
Farmers & Merchants Trust Company
California
$1.02M
SFA
1938
Seneca Financial Advisors
New York
$1.02M
FA
1939
Financial Advisors
Massachusetts
$1.02M
JF
1940
Joule Financial
Kentucky
$1.01M +$462K +1,071 +84%
AM
1941
Atwater Malick
Pennsylvania
$1.01M +$5.58K +13 +0.6%
EA
1942
Eudaimonia Advisors
Tennessee
$1.01M -$2.15K -5 -0.2%
NP
1943
NorthRock Partners
Minnesota
$1.01M +$40.8K +95 +4%
AFO
1944
Arrowroot Family Office
California
$1M -$285K -663 -22%
BFG
1945
Berger Financial Group
Minnesota
$1M +$6.44K +15 +0.6%
MIG
1946
McGuire Investment Group
Rhode Island
$999K +$5.15K +12 +0.5%
LHWM
1947
Lake Hills Wealth Management
Texas
$998K
BMA
1948
Brooks Moore & Associates
Tennessee
$998K -$129K -300 -11%
CCM
1949
Carlson Capital Management
Minnesota
$995K +$44.2K +103 +5%
BWM
1950
Birchcreek Wealth Management
Ohio
$993K -$3.87K -9 -0.4%