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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 %
PI
2151
PFG Investments
New York
$647K -$2.11M -4,904 -77%
ACIM
2152
Azimuth Capital Investment Management
Michigan
$645K -$96.2K -224 -13%
WWM
2153
WT Wealth Management
Arizona
$644K -$3.01K -7 -0.5%
HCM
2154
Howland Capital Management
Massachusetts
$644K -$21.6K -50 -3%
VAF
2155
Values Added Financial
District of Columbia
$643K +$643K +1,498 New
TWP
2156
Total Wealth Planning
Ohio
$642K +$642K +1,494 New
FWA
2157
FSC Wealth Advisors
New York
$640K -$10.3K -24 -2%
JWS
2158
Juncture Wealth Strategies
Arizona
$639K -$6.44K -15 -1%
V
2159
ViaWealth
Kansas
$636K -$76.9K -179 -11%
NA
2160
Navellier & Associates
Nevada
$636K +$636K +1,480 New
WIM
2161
WealthPlan Investment Management
Nebraska
$635K
PS
2162
Planned Solutions
California
$635K
KFC
2163
Klingenstein Fields & Co
New York
$634K
SL
2164
Summitry LLC
California
$633K
WIA
2165
Westbourne Investment Advisors
Maryland
$633K
FF
2166
Financial Futures
New Jersey
$633K +$83.3K +194 +15%
TFA
2167
Triad Financial Advisors
North Carolina
$632K -$43.4K -101 -6%
KWM
2168
Kolinsky Wealth Management
New Jersey
$629K +$34.4K +80 +6%
RIA
2169
Realta Investment Advisors
Delaware
$629K
FAN
2170
Financial Advisors Network
California
$629K +$629K +1,464 New
AWP
2171
Accretive Wealth Partners
New Jersey
$627K +$627K +1,460 New
GC
2172
Guidance Capital
Kentucky
$627K +$174K +412 +39%
SC
2173
Shearwater Capital
Colorado
$627K
ERIM
2174
Eagle Ridge Investment Management
Connecticut
$623K -$42.1K -98 -6%
CWM
2175
Chemistry Wealth Management
New York
$622K +$106K +246 +20%