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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 %
SVCP
2051
Silicon Valley Capital Partners
California
$777K
OSNBOA
2052
Old Second National Bank of Aurora
Illinois
$775K
CNFG
2053
Creegan & Nassoura Financial Group
New Hampshire
$773K -$21.5K -50 -3%
AWAG
2054
ARS Wealth Advisors Group
Florida
$773K +$127K +296 +20%
LBA
2055
Lowell Blake & Associates
Massachusetts
$772K -$64.4K -150 -8%
MW
2056
MBL Wealth
North Carolina
$770K +$128K +297 +20%
RAM
2057
Redmond Asset Management
Virginia
$770K -$215K -500 -22%
Invesco
2058
Invesco
Georgia
$765K
CS
2059
Cannell & Spears
New York
$762K
EWP
2060
Engrave Wealth Partners
Texas
$762K +$88.9K +207 +13%
SF
2061
Slagle Financial
Illinois
$762K -$18.5K -43 -2%
JE
2062
JMAC Enterprises
Pennsylvania
$762K +$5.15K +12 +0.7%
TWM
2063
Tradition Wealth Management
Minnesota
$761K -$23.2K -54 -3%
STCOSD
2064
Sageworth Trust Company of South Dakota
South Dakota
$761K
MCP
2065
Mirador Capital Partners
California
$759K +$35.6K +83 +5%
GAB
2066
German American Bancorp
Indiana
$757K +$29.6K +69 +4%
GI
2067
Gradient Investments
Minnesota
$755K +$27.5K +64 +4%
NCM
2068
NCM Capital Management
New Jersey
$755K -$220K -512 -23%
VCM
2069
Violich Capital Management
California
$752K +$215K +500 +40%
B
2070
Bellecapital
Switzerland
$750K -$101K -235 -12%
TIA
2071
Tiemann Investment Advisors
California
$750K -$49K -114 -6%
FF
2072
Francis Financial
$749K -$421K -980 -36%
W
2073
WealthOne
New York
$745K -$336K -782 -31%
DWA
2074
Delap Wealth Advisory
Oregon
$745K
FA
2075
Fiduciary Alliance
South Carolina
$743K +$36.1K +84 +5%