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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 %
CAL
1951
Capital Advisors Ltd
Ohio
$993K
CIA
1952
Cape Investment Advisory
Georgia
$993K +$158K +367 +19%
KP
1953
Keel Point
Alabama
$984K +$366K +852 +59%
SWM
1954
SeaCrest Wealth Management
New York
$983K +$23.6K +55 +2%
TLA
1955
Tanglewood Legacy Advisors
Texas
$983K
LSIA
1956
LaSalle St. Investment Advisors
Illinois
$981K -$287K -668 -23%
JPG
1957
Jordan Park Group
California
$980K
GB
1958
Goepper Burkhardt
South Carolina
$975K
FAM
1959
Forte Asset Management
New York
$973K -$168K -389 -15%
MFGM
1960
Marshall Financial Group (Maryland)
Maryland
$973K +$973K +2,265 New
SC
1961
Slow Capital
California
$970K
AP
1962
Atwood & Palmer
Missouri
$969K
RP
1963
Reinhart Partners
Wisconsin
$964K
SA
1964
Shilanski & Associates
Alaska
$964K -$572K -1,322 -37%
JCM
1965
Jacobi Capital Management
Pennsylvania
$963K +$179K +416 +23%
HFS
1966
Heritage Financial Services
Massachusetts
$962K +$8.59K +20 +0.9%
ILI
1967
Invesco LLC (Illinois)
Illinois
$958K +$958K +2,232 New
BI
1968
Ballast Inc
Kentucky
$957K -$73.4K -171 -7%
LC
1969
LCNB Corp
Ohio
$957K -$27.9K -65 -3%
TVAMP
1970
Tennessee Valley Asset Management Partners
Tennessee
$955K -$6.01K -14 -0.6%
PWG
1971
Private Wealth Group
Florida
$954K
AWMS
1972
Advocacy Wealth Management Services
Georgia
$952K
AA
1973
Advisory Alpha
Michigan
$951K -$84.6K -197 -8%
MCM
1974
Maple Capital Management
Vermont
$950K +$27.1K +63 +3%
APP
1975
Avantax Planning Partners
Iowa
$950K -$34.4K -80 -3%