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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 %
MWA
2176
Monograph Wealth Advisors
California
$620K
WFA
2177
Wade Financial Advisory
California
$619K
DI
2178
DDFG Inc
California
$618K -$8.16K -19 -1%
IFO
2179
Independent Family Office
New York
$616K +$616K +1,434 New
BP
2180
BCK Partners
New York
$615K -$18K -42 -3%
BFA
2181
Bragg Financial Advisors
North Carolina
$612K
EP
2182
Eudaimonia Partners
Tennessee
$610K -$711K -1,657 -54%
HCM
2183
Hudson Capital Management
New Jersey
$607K +$607K +1,414 New
MAS
2184
Madden Advisory Services
Florida
$606K +$82.5K +192 +16%
SBF
2185
Sara-Bay Financial
Florida
$605K +$65.3K +152 +12%
GC
2186
Gibson Capital
Pennsylvania
$600K +$1.29K +3 +0.2%
CAM
2187
Cozad Asset Management
Illinois
$600K -$10.7K -25 -2%
MHB
2188
Midwest Heritage Bank
Iowa
$599K
DFA
2189
Delta Financial Advisors
Louisiana
$599K +$49.8K +116 +9%
LMKC
2190
L.M. Kohn & Company
Ohio
$596K -$39.5K -92 -6%
KAH
2191
Kathryn A. Hall
$595K
WKWM
2192
Walter & Keenan Wealth Management
Indiana
$594K
PA
2193
Prism Advisors
California
$593K
IBOK
2194
Independence Bank of Kentucky
Kentucky
$592K
MSR
2195
Main Street Research
Connecticut
$588K +$105K +244 +22%
CCA
2196
Checchi Capital Advisers
California
$587K -$743K -1,730 -56%
T
2197
TCWP
Ohio
$585K -$27.1K -63 -4%
CAM
2198
Close Asset Management
United Kingdom
$584K
TWD
2199
True Wealth Design
Ohio
$583K -$205K -478 -26%
IWS
2200
Insight Wealth Strategies
California
$583K