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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 %
BFG
2101
Bouchey Financial Group
New York
$705K +$148K +344 +27%
APIM
2102
Agate Pass Investment Management
Washington
$704K +$16.3K +38 +2%
ULWM
2103
Upper Left Wealth Management
Florida
$703K -$73K -170 -9%
CWA
2104
Clearview Wealth Advisors
Oregon
$702K -$21K -49 -3%
TCMP
2105
Thrive Capital Management (Pennsylvania)
Pennsylvania
$702K -$12.5K -29 -2%
SFS
2106
Security Financial Services
Indiana
$701K -$37.3K -87 -5%
AWA
2107
AmeriServ Wealth Advisors
Pennsylvania
$701K
NEWAS
2108
N.E.W. Advisory Services
Wisconsin
$700K -$176K -409 -20%
MHWM
2109
Montz Harcus Wealth Management
Louisiana
$698K
HWM
2110
Horizons Wealth Management
North Carolina
$695K -$4.29K -10 -0.6%
VAFP
2111
Vahanian & Associates Financial Planning
New York
$695K -$85.9K -200 -11%
HFAS
2112
Hummer Financial Advisory Services
Illinois
$695K -$15.1K -35 -2%
BEI
2113
Benjamin Edwards Inc
Missouri
$694K +$7.3K +17 +1%
MWM
2114
Meritas Wealth Management
California
$693K -$2.58K -6 -0.4%
APW
2115
Aurora Private Wealth
New Jersey
$693K +$1.29K +3 +0.2%
SIA
2116
Strategic Investment Advisors
Michigan
$692K +$692K +1,611 New
RZH
2117
Relyea Zuckerberg Hanson
Connecticut
$692K +$462K +1,076 +201%
WA
2118
Wealthstar Advisors
Texas
$691K +$174K +406 +34%
TPA
2119
Trivium Point Advisory
Connecticut
$691K +$23.7K +56 +4%
SWM
2120
Seaside Wealth Management
California
$688K
LFG
2121
Lockerman Financial Group
California
$688K -$85K -198 -11%
IWN
2122
Independent Wealth Network
Iowa
$687K -$92.8K -216 -12%
PIA
2123
Pinion Investment Advisors
Kansas
$686K +$229K +533 +50%
FW
2124
FirstPurpose Wealth
Utah
$683K +$69.1K +161 +11%
WW
2125
Waterfront Wealth
Kansas
$679K -$127K -300 -16%