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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 %
CCG
2076
Ceeto Capital Group
Florida
$640K +$640K +1,556 New
EWP
2077
Engrave Wealth Partners
Texas
$639K +$77.9K +191 +14%
WIA
2078
Westbourne Investment Advisors
Maryland
$638K +$1.23K +3 +0.2%
BP
2079
BCK Partners
New York
$634K
TH
2080
Team Hewins
California
$633K
AFG
2081
Altiora Financial Group
Ohio
$632K
RIA
2082
Realta Investment Advisors
Delaware
$632K -$474K -1,154 -43%
TCM
2083
Triumph Capital Management
Colorado
$632K -$250K -607 -28%
Legal & General Group
2084
Legal & General Group
United Kingdom
$631K
SIA
2085
Strategic Investment Advisors
Michigan
$629K -$32.1K -78 -5%
CA
2086
Calton & Associates
Florida
$629K -$303K -736 -32%
ERIM
2087
Eagle Ridge Investment Management
Connecticut
$626K
YIH
2088
Y-Intercept (HK)
Hong Kong
$626K +$252K +614 +68%
WIM
2089
WealthPlan Investment Management
Nebraska
$625K -$10.9M -26,480 -95%
TWM
2090
Tradition Wealth Management
Minnesota
$624K -$12.8K -31 -2%
MCCP
2091
Mission Creek Capital Partners
California
$624K
WWM
2092
WT Wealth Management
Arizona
$623K
PS
2093
Portfolio Strategies
New York
$622K +$104K +253 +20%
OHWP
2094
Oak Harbor Wealth Partners
North Carolina
$617K
CBB
2095
Citizens Business Bank
California
$617K -$927K -2,255 -60%
BWL
2096
Bogart Wealth LLC
Virginia
$616K +$374K +910 +155%
MW
2097
MBL Wealth
North Carolina
$615K -$28.8K -70 -4%
HGWM
2098
Horst & Graben Wealth Management
Oregon
$615K -$8.63K -21 -1%
MWA
2099
Monograph Wealth Advisors
California
$615K +$305K +741 +98%
IP
2100
Ignite Planners
California
$608K +$411 +1 +0.1%