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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 %
WA1
2176
Wimmer Associates 1
California
$529K
FWA
2177
FSC Wealth Advisors
New York
$528K +$178K +432 +51%
CCA
2178
Conservest Capital Advisors
Pennsylvania
$527K +$527K +1,282 New
WA
2179
Wambolt & Associates
Colorado
$524K -$19K -46 -3%
PWP
2180
Principle Wealth Partners
Connecticut
$524K
OIM
2181
Opus Investment Management
Massachusetts
$522K
CWAG
2182
Compton Wealth Advisory Group
Virginia
$522K
KCFA
2183
Key Client Fiduciary Advisors
New Jersey
$521K +$46.9K +114 +10%
TIM
2184
Tevis Investment Management
Texas
$520K +$202K +491 +64%
DA
2185
Drake & Associates
Wisconsin
$517K
RRCM
2186
Rappaport Reiches Capital Management
Illinois
$517K -$10.3K -25 -2%
AW
2187
Avion Wealth
Texas
$516K +$383 +1 +0.1%
TW
2188
TrinityPoint Wealth
Connecticut
$516K +$2.06K +5 +0.4%
VRM
2189
Vectors Research Management
New York
$515K -$124K -301 -19%
VCM
2190
Violich Capital Management
California
$515K
LA
2191
LVW Advisors
New York
$512K +$4.93K +12 +1%
HFG
2192
Heron Financial Group
New York
$511K -$21.8K -53 -4%
TFG
2193
Tilson Financial Group
New Jersey
$509K -$29.2K -71 -5%
CF
2194
Convergence Financial
Missouri
$507K -$78.5K -191 -13%
SBF
2195
Sara-Bay Financial
Florida
$507K +$10.7K +26 +2%
SM
2196
Sensible Money
Arizona
$504K +$67K +163 +15%
PFG
2197
Pinnacle Financial Group
Illinois
$502K -$41.9K -102 -8%
HFS
2198
Haverford Financial Services
Pennsylvania
$502K
MAS
2199
Madden Advisory Services
Florida
$501K
VFPI
2200
Vantage Financial Partners (Illinois)
Illinois
$497K -$70.3K -171 -12%