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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 %
MIAS
2126
Mason Investment Advisory Services
Virginia
$678K -$57.1K -133 -8%
ISL
2127
Ingalls & Snyder LLC
New York
$675K -$258K -600 -28%
TW
2128
TrinityPoint Wealth
Connecticut
$674K +$131K +306 +24%
MMPW
2129
Mitchell McLeod Pugh & Williams
Alabama
$674K -$4.29K -10 -0.6%
TFA
2130
TPG Financial Advisors
Oregon
$673K -$172K -401 -20%
NLP
2131
Next Level Private
New York
$672K -$11.2K -26 -2%
CCG
2132
Ceeto Capital Group
Florida
$671K
AFG
2133
Albion Financial Group
Utah
$670K -$4.51M -10,491 -87%
PS
2134
Portfolio Strategies
New York
$670K -$2.58K -6 -0.4%
FFG
2135
Frisch Financial Group
New York
$669K -$429 -1 -0.1%
RAM
2136
Ramirez Asset Management
New York
$668K +$668K +1,555 New
FPB
2137
First PREMIER Bank
South Dakota
$665K +$88.1K +205 +15%
FRA
2138
Front Row Advisors
California
$664K +$8.2K +19 +1%
VFPI
2139
Vantage Financial Partners (Illinois)
Illinois
$664K +$100K +233 +18%
CMS
2140
Capital Market Strategies
Florida
$664K +$8.9K +21 +1%
CCT
2141
Capital City Trust
Florida
$663K +$110K +256 +20%
CA
2142
Carson Advisory
Georgia
$660K -$8.59K -20 -1%
HIP
2143
HUB Investment Partners
Texas
$658K -$169K -394 -20%
TF
2144
Theory Financial
Colorado
$657K +$432K +1,006 +192%
SWM
2145
Shakespeare Wealth Management
Wisconsin
$654K +$49.4K +115 +8%
IFS
2146
Ifrah Financial Services
Arkansas
$652K -$21.5K -50 -3%
MCCP
2147
Mission Creek Capital Partners
California
$651K
PPW
2148
Parcion Private Wealth
Washington
$651K +$449K +1,046 +222%
RC
2149
Reik & Co
New York
$651K
CW
2150
Channel Wealth
California
$648K -$265K -617 -29%