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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 %
MHB
2126
Midwest Heritage Bank
Iowa
$573K
GC
2127
Gibson Capital
Pennsylvania
$573K
WIM
2128
Warwick Investment Management
Texas
$573K -$12.3K -30 -2%
DIA
2129
Dana Investment Advisors
Wisconsin
$572K +$7.4K +18 +1%
KAH
2130
Kathryn A. Hall
$569K
CAMG
2131
CWA Asset Management Group
Florida
$569K -$102K -249 -15%
WKWM
2132
Walter & Keenan Wealth Management
Indiana
$569K
BSI
2133
Bennett Selby Investments
Maine
$569K
PA
2134
Prism Advisors
California
$568K
MBTD
2135
Mechanics Bank - Trust Department
California
$567K -$6.17K -15 -1%
MWM
2136
Marion Wealth Management
Pennsylvania
$566K -$238K -580 -30%
BB
2137
Bell Bank
North Dakota
$566K
RPG
2138
Resource Planning Group
Georgia
$563K +$15.2K +37 +3%
BFG
2139
Bouchey Financial Group
New York
$563K +$88.8K +216 +19%
SPWG
2140
Syntegra Private Wealth Group
Missouri
$560K +$285K +693 +103%
ZIG
2141
Zurich Insurance Group
Switzerland
$560K +$187K +455 +50%
PT
2142
Plimoth Trust
Massachusetts
$559K -$1.64K -4 -0.3%
EB
2143
Eastern Bank
Massachusetts
$557K +$146K +356 +36%
NWM
2144
NEIRG Wealth Management
Massachusetts
$557K +$20.6K +50 +4%
IWS
2145
Insight Wealth Strategies
California
$557K +$33.7K +82 +6%
CAM
2146
Cozad Asset Management
Illinois
$556K +$16.4K +40 +3%
LJHT
2147
Laurie J. Hall Trustee
$553K
DCM
2148
Donaldson Capital Management
Indiana
$552K +$60K +146 +12%
FPB
2149
First PREMIER Bank
South Dakota
$552K
WAM
2150
Worth Asset Management
Texas
$551K