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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 %
CWM
2026
CCG Wealth Management
California
$841K +$23.6K +55 +3%
AWM
2027
Affinity Wealth Management
Delaware
$840K -$3.87K -9 -0.5%
SCA
2028
STALEY CAPITAL ADVISERS
Pennsylvania
$840K +$225K +525 +37%
JC
2029
Jentner Corp
Ohio
$830K -$4.72K -11 -0.6%
FSA
2030
Fort Sheridan Advisors
Illinois
$826K +$11.2K +26 +1%
IAS
2031
Insigneo Advisory Services
Florida
$826K +$1.73K +4 +0.2%
WLIM
2032
White Lighthouse Investment Management
Massachusetts
$824K +$52.8K +123 +7%
MFWP
2033
Mosaic Family Wealth Partners
Missouri
$818K +$6.87K +16 +0.8%
RMCM
2034
Reynders McVeigh Capital Management
Massachusetts
$815K -$209K -487 -20%
FAT
2035
First American Trust
California
$813K -$11.6K -27 -1%
III
2036
Independent Investors Inc
New York
$812K +$812K +1,890 New
GKIM
2037
GW&K Investment Management
Massachusetts
$809K +$806K +1,877 +26,814%
HGWM
2038
Horst & Graben Wealth Management
Oregon
$801K +$430 +1 +0.1%
SC
2039
Searle & Co
Connecticut
$798K
ZIM
2040
Zacks Investment Management
Illinois
$792K -$62.7K -146 -7%
CSIA
2041
Charles Schwab Investment Advisory
California
$791K +$86.3K +201 +12%
FBT
2042
First Bank & Trust
South Dakota
$789K
AIS
2043
American Investment Services
Massachusetts
$789K -$11.2K -26 -1%
3LCM
2044
3D/L Capital Management
Connecticut
$787K -$360K -838 -31%
SWIG
2045
Strategic Wealth Investment Group
Kentucky
$784K +$262K +610 +50%
SIS
2046
Sound Income Strategies
Florida
$783K +$128K +298 +20%
MFG
2047
Mendota Financial Group
Wisconsin
$782K
WIC
2048
Woodmont Investment Counsel
Tennessee
$780K +$85K +198 +12%
PCM
2049
Princeton Capital Management
New Jersey
$780K
AAM
2050
American Asset Management
Florida
$778K