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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 %
CWM
1976
CCG Wealth Management
California
$787K +$73.2K +178 +10%
NFSG
1977
Newbridge Financial Services Group
Florida
$786K -$32.5K -79 -4%
KCPG
1978
Kavar Capital Partners Group
Kansas
$786K -$63.7K -155 -8%
LFG
1979
Lockerman Financial Group
California
$784K +$822 +2 +0.1%
IRAG
1980
Investment Research & Advisory Group
Georgia
$783K
FSA
1981
Fort Sheridan Advisors
Illinois
$780K +$32.9K +80 +4%
LWM
1982
Laidlaw Wealth Management
New York
$778K -$7.4K -18 -0.9%
MFWP
1983
Mosaic Family Wealth Partners
Missouri
$777K -$41.1K -100 -5%
SC
1984
Searle & Co
Connecticut
$776K
SW
1985
SlateStone Wealth
Florida
$776K +$57.5K +140 +8%
W
1986
WealthOne
New York
$775K +$20.6K +50 +3%
TIA
1987
Tiemann Investment Advisors
California
$769K -$4.11K -10 -0.5%
ULWM
1988
Upper Left Wealth Management
Florida
$768K -$151K -367 -16%
EFMH
1989
E Fund Management (HK)
Hong Kong
$763K +$763K +1,855 New
EFM
1990
E Fund Management
China
$763K +$763K +1,855 New
CNFG
1991
Creegan & Nassoura Financial Group
New Hampshire
$763K
VAG
1992
VisionPoint Advisory Group
Texas
$761K +$438K +1,076 +135%
BRA
1993
Biechele Royce Advisors
Indiana
$760K +$506K +1,232 +200%
FAT
1994
First American Trust
California
$757K -$23.4K -57 -3%
TCMP
1995
Thrive Capital Management (Pennsylvania)
Pennsylvania
$757K +$310K +765 +69%
FBT
1996
First Bank & Trust
South Dakota
$756K
PPW
1997
Parcion Private Wealth
Washington
$755K +$755K +1,836 New
CAI
1998
Capital Advisors Inc
Oklahoma
$753K +$137K +334 +22%
MIC
1999
Means Investment Company
Maine
$750K +$65K +158 +9%
PCM
2000
Princeton Capital Management
New Jersey
$747K