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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 %
PWP
1976
Perfromance Wealth Partners
Illinois
$950K
TSS
1977
Two Sigma Securities
New York
$948K +$660K +1,538 +230%
CAAS
1978
Capital Asset Advisory Services
Michigan
$948K +$43.4K +99 +5%
ODG
1979
O'Dell Group
Ohio
$943K +$137K +320 +17%
KWM
1980
Kaydan Wealth Management
Michigan
$940K +$27.5K +64 +3%
BDFN
1981
Bond & Devick Financial Network
Minnesota
$939K +$12.9K +30 +1%
FWM
1982
Focused Wealth Management
New York
$939K
EBSAM
1983
Eubel Brady & Suttman Asset Management
Ohio
$937K
LRIA
1984
Leonard Rickey Investment Advisors
Washington
$936K -$60.1K -140 -6%
HC
1985
Hamilton Capital
Ohio
$935K +$67.9K +158 +8%
HIF
1986
Hill Island Financial
Michigan
$934K +$198K +461 +27%
CCM
1987
Colorado Capital Management
Colorado
$934K -$37.8K -88 -4%
BRA
1988
Biechele Royce Advisors
Indiana
$931K +$414K +965 +80%
IPW
1989
Impact Partnership Wealth
Georgia
$928K +$772K +1,797 +494%
CFCI
1990
Comprehensive Financial Consultants Institutional
Indiana
$925K -$20.6K -48 -2%
RFWA
1991
RPg Family Wealth Advisory
Massachusetts
$925K -$235K -545 -20%
MIC
1992
Means Investment Company
Maine
$922K +$136K +317 +17%
SW
1993
SkyOak Wealth
Michigan
$921K +$154K +358 +20%
DA
1994
Dash Acquisitions
California
$920K +$318K +731 +53%
RWA
1995
Roberts Wealth Advisors
California
$917K +$22.8K +52 +3%
AW
1996
Alaethes Wealth
Nevada
$917K -$46.4K -108 -5%
SWA
1997
Sightline Wealth Advisors
Connecticut
$916K -$156K -363 -15%
LA
1998
LexAurum Advisors
Kansas
$910K +$56.7K +132 +7%
PWM
1999
Prosperity Wealth Management
California
$906K +$19.8K +46 +2%
FWM
2000
FMB Wealth Management
California
$903K