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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 %
WP
2051
Wealthspan Partners
Iowa
$675K -$435K -1,058 -39%
AWA
2052
AmeriServ Wealth Advisors
Pennsylvania
$671K
CSIA
2053
Charles Schwab Investment Advisory
California
$671K -$135K -329 -17%
MWM
2054
Meritas Wealth Management
California
$670K -$69.9K -170 -9%
CA
2055
Carson Advisory
Georgia
$669K -$3.29K -8 -0.5%
HWM
2056
Horizons Wealth Management
North Carolina
$668K +$62.9K +153 +10%
MIAS
2057
Mason Investment Advisory Services
Virginia
$667K
MHWM
2058
Montz Harcus Wealth Management
Louisiana
$666K +$2.47K +6 +0.4%
WIC
2059
Woodmont Investment Counsel
Tennessee
$665K
TWP
2060
Transparent Wealth Partners
Arkansas
$665K -$11.5K -28 -2%
CHP
2061
Cable Hill Partners
Oregon
$661K -$99K -241 -13%
APW
2062
Aurora Private Wealth
New Jersey
$661K +$822 +2 +0.1%
SCP
2063
Stevens Capital Partners
Nebraska
$659K -$66.6K -162 -9%
Wealthfront Advisers
2064
Wealthfront Advisers
California
$657K +$291K +708 +79%
RFN
2065
Redwood Financial Network
Ohio
$656K -$72.3K -176 -10%
AWAG
2066
ARS Wealth Advisors Group
Florida
$655K -$52.2K -127 -7%
JWS
2067
Juncture Wealth Strategies
Arizona
$654K +$2.06K +5 +0.3%
APWA
2068
Atlas Private Wealth Advisors
New Jersey
$654K -$11.9K -29 -2%
CGH
2069
Crossmark Global Holdings
Texas
$653K
FSG
2070
Financial Strategies Group
Michigan
$649K -$49.3K -120 -7%
IFS
2071
Ifrah Financial Services
Arkansas
$648K -$5.76K -14 -0.9%
BEI
2072
Benjamin Edwards Inc
Missouri
$647K -$25.9K -63 -4%
ACM
2073
Advance Capital Management
Michigan
$647K +$26.3K +64 +4%
TFA
2074
Triad Financial Advisors
North Carolina
$646K -$75.2K -183 -10%
CCG
2075
Chatham Capital Group
Georgia
$644K +$164K +400 +34%