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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 %
UFF
2151
USA Financial Formulas
Michigan
$547K +$547K +1,330 New
SCM
2152
Seascape Capital Management
New Hampshire
$545K +$1.23K +3 +0.2%
AGA
2153
Arkos Global Advisors
Texas
$544K -$7.81K -19 -1%
G
2154
GenTrust
Florida
$543K +$298K +725 +122%
LWMT
2155
Legacy Wealth Management (Tennessee)
Tennessee
$543K +$79.4K +193 +17%
SWA
2156
Sutton Wealth Advisors
Florida
$543K +$14.8K +36 +3%
BCMO
2157
Buckingham Capital Management (Ohio)
Ohio
$542K +$88.4K +215 +19%
TSA
2158
Tri-Star Advisors
Texas
$542K -$41.9M -101,843 -99%
OA
2159
Operose Advisors
Wisconsin
$540K +$35.3K +86 +7%
FF
2160
Financial Futures
New Jersey
$539K -$100K -244 -16%
LMKC
2161
L.M. Kohn & Company
Ohio
$539K +$90.8K +221 +20%
GWWM
2162
Great Waters Wealth Management
Minnesota
$539K
MHR
2163
Matthew Hamilton Rosenberg
$539K
TC
2164
Tenret Company
Florida
$537K
ML
2165
Mayport LLC
Massachusetts
$537K +$74K +180 +16%
NSB
2166
Norway Savings Bank
Maine
$537K -$16.4K -40 -3%
SFB
2167
STAR Financial Bank
Indiana
$537K -$4.11K -10 -0.8%
MFG
2168
Monte Financial Group
Connecticut
$535K +$12.7K +31 +2%
JF
2169
Joule Financial
Kentucky
$534K +$10.7K +26 +2%
FW
2170
FirstPurpose Wealth
Utah
$534K +$32.1K +78 +6%
RIP
2171
RAM Investment Partners
Washington
$533K -$18.5K -45 -3%
BWP
2172
Balboa Wealth Partners
Arizona
$532K +$48.5K +118 +10%
AWM
2173
Accurate Wealth Management
Florida
$530K +$120K +292 +29%
CCT
2174
Capital City Trust
Florida
$529K -$23.8K -58 -4%
CIP
2175
Chartwell Investment Partners
Pennsylvania
$529K