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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 %
GC
176
Gilbert & Cook
Iowa
$124M +$2.79M +6,781 +2%
RWM
177
Ritholtz Wealth Management
New York
$123M +$114M +276,946 +1,205%
AIIMS
178
Analyst IMS Investment Management Services
Israel
$123M +$22.4M +55,169 +22%
TPSF
179
Texas Permanent School Fund
Texas
$122M +$83.3M +202,587 +213%
KIM
180
Karpus Investment Management
New York
$122M -$27.3M -66,507 -18%
MW
181
Marcum Wealth
Ohio
$121M +$12.2M +29,751 +11%
IWC
182
Integrated Wealth Concepts
Massachusetts
$120M +$10.2M +24,823 +9%
PAG
183
Private Advisor Group
New Jersey
$117M -$4.44M -10,793 -4%
HW
184
Hancock Whitney
Mississippi
$116M -$42.6M -103,702 -27%
GT
185
Glenview Trust
Kentucky
$116M -$527K -1,283 -0.5%
AF
186
Apexium Financial
Texas
$116M -$21.8M -53,139 -16%
BOH
187
Bank of Hawaii
Hawaii
$116M -$816K -1,984 -0.7%
RWM
188
RKL Wealth Management
Pennsylvania
$115M +$4.09M +9,948 +4%
3AM
189
3EDGE Asset Management
Florida
$115M +$7.35M +17,869 +7%
BSB
190
Bangor Savings Bank
Maine
$114M +$217K +527 +0.2%
BPA
191
Beacon Pointe Advisors
California
$113M -$2.5M -6,081 -2%
PP
192
Prudential plc
United Kingdom
$112M +$23.7M +57,621 +27%
DLIC
193
Daido Life Insurance Company
Japan
$112M
Ensign Peak Advisors
194
Ensign Peak Advisors
Utah
$111M
TFM
195
TFC Financial Management
Massachusetts
$109M +$8.48M +20,621 +8%
NAM
196
Nissay Asset Management
Japan
$107M -$448M -1,089,652 -81%
BBHC
197
Brown Brothers Harriman & Co
New York
$107M +$4.72M +11,476 +5%
Amundi
198
Amundi
France
$106M +$6.53M +15,953 +7%
SPP
199
Single Point Partners
Massachusetts
$105M +$10.1M +24,595 +11%
TF
200
TimeScale Financial
Massachusetts
$104M -$3.79M -9,220 -4%