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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 %
AAM
2001
American Asset Management
Florida
$745K
CWM
2002
Chicago Wealth Management
Illinois
$745K
IWM
2003
Iams Wealth Management
Nebraska
$744K +$175K +431 +31%
GI
2004
Gradient Investments
Minnesota
$742K -$66.6K -162 -8%
DSN
2005
D. Scott Neal
Kentucky
$742K
SVCP
2006
Silicon Valley Capital Partners
California
$742K -$35.8K -87 -5%
SSWM
2007
Smith Salley Wealth Management
North Carolina
$739K -$803K -1,954 -52%
CFO
2008
Collective Family Office
Pennsylvania
$737K -$331K -806 -31%
RCM
2009
Regency Capital Management
Hawaii
$733K -$5.65M -13,737 -89%
C
2010
CEDRUS
Colorado
$732K +$31.7K +77 +5%
BFA
2011
Bragg Financial Advisors
North Carolina
$731K +$64.5K +157 +10%
TFA
2012
Trinity Financial Advisors
Ohio
$730K -$342K -832 -32%
CS
2013
Cannell & Spears
New York
$730K +$61.7K +150 +9%
STCOSD
2014
Sageworth Trust Company of South Dakota
South Dakota
$728K
WLIM
2015
White Lighthouse Investment Management
Massachusetts
$728K -$30K -73 -4%
CWA
2016
Clearview Wealth Advisors
Oregon
$727K +$1.23K +3 +0.2%
CPA
2017
Court Place Advisors
Maryland
$723K -$602K -1,465 -45%
NCM
2018
NCM Capital Management
New Jersey
$722K -$3.91M -9,504 -84%
QCM
2019
Quantinno Capital Management
New York
$721K +$445K +1,081 +161%
GAB
2020
German American Bancorp
Indiana
$719K +$27.1K +66 +4%
CIA
2021
Cape Investment Advisory
Georgia
$718K +$718K +1,746 New
ACIM
2022
Azimuth Capital Investment Management
Michigan
$718K -$25.1K -61 -3%
IWN
2023
Independent Wealth Network
Iowa
$715K +$103K +251 +17%
DWA
2024
Delap Wealth Advisory
Oregon
$713K
TCCM
2025
Timber Creek Capital Management
Massachusetts
$712K -$16.4K -40 -2%